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 |
|---|---|---|---|---|---|
|
Raub Brock Capital Management LP
|
Jan 15, 2026 Q4 2025 |
5,429
shares
|
$1.06 Million
0.24% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
5,425
shares
|
$1.05 Million
0.2% of portfolio
|
Q4 2025
Reduced 51.42%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
5,394
shares
|
$1.05 Million
0.71% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,393
shares
|
$1.05 Million
0.3% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
5,388
shares
|
$1.05 Million
0.92% of portfolio
|
Q3 2025
Reduced 53.29%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
5,380
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
5,323
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2025
Added 2.66%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
5,290
shares
|
$1.03 Million
0.75% of portfolio
|
Q4 2025
Reduced 19.45%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
5,269
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
5,269
shares
|
$1.02 Million
0.69% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
5,258
shares
|
$1.02 Million
1.56% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
5,252
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
5,226
shares
|
$1.02 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
5,220
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Added 29.98%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,166
shares
|
$1 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
5,166
shares
|
$1 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
5,148
shares
|
$1 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
5,138
shares
|
$998,724
0.17% of portfolio
|
Q3 2025
Added 51.65%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
5,132
shares
|
$997,558
0.0% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
In Track Investment Management Inc
|
Jan 14, 2026 Q4 2025 |
5,130
shares
|
$997,169
0.63% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
5,108
shares
|
$992,893
0.04% of portfolio
|
Q3 2025
Reduced 98.76%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
5,052
shares
|
$982,007
0.0% of portfolio
|
Q3 2025
Added 13.86%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
5,035
shares
|
$978,703
0.42% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,025
shares
|
$976,759
0.02% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
5,020
shares
|
$975,787
3.13% of portfolio
|
Q3 2025
Added 62.35%
|
|