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 1,686 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
487,446
shares
|
$94.7 Million
12.28% of portfolio
|
Q4 2023
Added 9.13%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
480,655
shares
|
$93.4 Million
0.8% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
477,193
shares
|
$92.8 Million
0.69% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
474,088
shares
|
$92.2 Million
1.39% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
470,753
shares
|
$91.5 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
464,570
shares
|
$90.3 Million
0.48% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
462,533
shares
|
$89.9 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
454,607
shares
|
$88.4 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
454,367
shares
|
$88.3 Million
0.17% of portfolio
|
Q3 2025
Added 274.79%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
452,982
shares
|
$88.1 Million
1.32% of portfolio
|
Q3 2022
Added 107.01%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
440,423
shares
|
$85.6 Million
4.67% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
432,034
shares
|
$84 Million
1.37% of portfolio
|
Q3 2025
Reduced 62.37%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
429,606
shares
|
$83.5 Million
7.59% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
428,191
shares
|
$83.2 Million
1.16% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
417,374
shares
|
$81.1 Million
1.61% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
415,488
shares
|
$80.8 Million
1.93% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
406,933
shares
|
$79.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Valence8 Us LP
Cambridge, MA |
Nov 07, 2025 Q3 2025 |
398,725
shares
|
$77.5 Million
26.58% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
388,991
shares
|
$75.6 Million
1.02% of portfolio
|
Q3 2025
Reduced 22.66%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
385,368
shares
|
$74.9 Million
1.83% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
377,472
shares
|
$73.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
372,012
shares
|
$72.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
368,830
shares
|
$71.7 Million
8.27% of portfolio
|
Q3 2025
Added 66.43%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
354,955
shares
|
$69 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
349,534
shares
|
$67.9 Million
0.29% of portfolio
|
Q3 2025
Added 1.13%
|
|