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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
5,004
shares
|
$972,677
0.07% of portfolio
|
Q4 2025
Added 29.64%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
4,958
shares
|
$963,736
0.33% of portfolio
|
Q4 2025
Reduced 34.81%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
4,954
shares
|
$962,958
0.62% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
4,944
shares
|
$961,014
0.03% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
4,932
shares
|
$958,682
0.17% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
4,931
shares
|
$958,487
0.13% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
4,931
shares
|
$958,487
0.25% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
4,911
shares
|
$954,600
0.98% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
4,827
shares
|
$938,272
0.18% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,822
shares
|
$937,300
0.03% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
4,815
shares
|
$935,939
0.03% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,810
shares
|
$934,967
0.15% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
4,770
shares
|
$927,192
0.83% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
4,763
shares
|
$925,831
0.11% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,738
shares
|
$920,972
0.04% of portfolio
|
Q3 2025
Added 55.55%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
4,710
shares
|
$915,529
0.09% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
4,701
shares
|
$913,780
0.0% of portfolio
|
Q3 2025
Reduced 72.33%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,698
shares
|
$913,197
0.14% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
4,692
shares
|
$912,030
0.59% of portfolio
|
Q3 2025
Reduced 22.85%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,678
shares
|
$909,309
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
4,663
shares
|
$906,393
0.59% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
4,663
shares
|
$906,393
0.02% of portfolio
|
Q3 2025
Added 68.1%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
4,654
shares
|
$904,644
0.0% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,651
shares
|
$904,061
0.0% of portfolio
|
Q3 2025
Reduced 20.24%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,651
shares
|
$904,061
0.0% of portfolio
|
Q3 2025
New holding
|
|