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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
5,836
shares
|
$1.13 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
5,834
shares
|
$1.13 Million
0.82% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
5,822
shares
|
$1.13 Million
0.12% of portfolio
|
Q4 2025
Added 12.72%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
5,822
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
5,803
shares
|
$1.13 Million
0.37% of portfolio
|
Q3 2025
Added 24.85%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
5,798
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
5,755
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
5,721
shares
|
$1.11 Million
0.52% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
5,701
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2025
Added 3.26%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
5,683
shares
|
$1.1 Million
0.33% of portfolio
|
Q3 2025
Added 82.5%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
5,674
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
5,621
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 122.0%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
5,610
shares
|
$1.09 Million
0.85% of portfolio
|
Q3 2025
Added 10100.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,610
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
5,606
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 99.77%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
5,587
shares
|
$1.09 Million
0.46% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
5,563
shares
|
$1.08 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
5,544
shares
|
$1.08 Million
0.74% of portfolio
|
Q4 2025
Reduced 4.22%
|
|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
5,540
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
5,504
shares
|
$1.07 Million
0.15% of portfolio
|
Q3 2025
Reduced 78.99%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,501
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,470
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2025
Reduced 27.26%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
5,463
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
5,460
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
5,459
shares
|
$1.06 Million
0.77% of portfolio
|
Q3 2025
Added 2.44%
|
|