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 |
|---|---|---|---|---|---|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
4,646
shares
|
$903,089
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,620
shares
|
$898,035
0.14% of portfolio
|
Q3 2025
Reduced 99.81%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
4,600
shares
|
$894,148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,586
shares
|
$891,426
1.07% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
4,581
shares
|
$890,454
0.1% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,567
shares
|
$887,733
0.21% of portfolio
|
Q3 2025
Reduced 35.49%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
4,518
shares
|
$878,208
0.0% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
4,516
shares
|
$877,820
0.17% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,456
shares
|
$866,157
0.16% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,450
shares
|
$864,991
0.1% of portfolio
|
Q4 2022
Reduced 4.61%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
4,434
shares
|
$861,880
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
4,387
shares
|
$852,745
0.24% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
4,380
shares
|
$851,384
0.26% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
4,376
shares
|
$850,606
0.53% of portfolio
|
Q4 2025
Reduced 50.14%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
4,367
shares
|
$848,857
0.12% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,339
shares
|
$843,414
0.02% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
4,330
shares
|
$841,665
0.11% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
4,329
shares
|
$841,471
0.0% of portfolio
|
Q3 2025
Added 15.16%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
4,326
shares
|
$840,887
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,321
shares
|
$839,915
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
4,307
shares
|
$837,194
0.06% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
4,298
shares
|
$835,445
0.31% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
4,292
shares
|
$834,278
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
4,268
shares
|
$829,613
0.1% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
4,253
shares
|
$826,698
0.01% of portfolio
|
Q3 2025
Added 37.37%
|
|