Institutional Ownership Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL). We have compiled data on the 1,688 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
6,213
shares
|
$1.21 Million
2.0% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
6,205
shares
|
$1.21 Million
0.22% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
6,182
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
6,172
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,142
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
6,119
shares
|
$1.19 Million
0.67% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,105
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
6,100
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,082
shares
|
$1.18 Million
0.12% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
6,078
shares
|
$1.18 Million
0.42% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
6,061
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
6,029
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
6,019
shares
|
$1.17 Million
0.69% of portfolio
|
Q4 2025
Reduced 45.38%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
6,012
shares
|
$1.17 Million
0.24% of portfolio
|
Q3 2025
Added 97.11%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
6,001
shares
|
$1.17 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
6,000
shares
|
$1.17 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
5,998
shares
|
$1.17 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
5,994
shares
|
$1.17 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,949
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 25.56%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
5,883
shares
|
$1.14 Million
0.66% of portfolio
|
Q4 2025
Reduced 9.67%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
5,878
shares
|
$1.14 Million
0.66% of portfolio
|
Q3 2025
Added 27.26%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
5,877
shares
|
$1.14 Million
0.83% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
5,871
shares
|
$1.14 Million
0.61% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
5,869
shares
|
$1.14 Million
0.38% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
5,857
shares
|
$1.14 Million
0.3% of portfolio
|
Q3 2025
Reduced 22.98%
|
|