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 |
|---|---|---|---|---|---|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
4,220
shares
|
$820,283
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,172
shares
|
$810,953
0.09% of portfolio
|
Q2 2024
Reduced 77.45%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
4,147
shares
|
$806,093
0.03% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jan 15, 2026 Q4 2025 |
4,140
shares
|
$804,733
0.09% of portfolio
|
Q4 2025
Added 5.61%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,095
shares
|
$795,986
0.14% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,083
shares
|
$793,653
0.24% of portfolio
|
Q4 2024
Reduced 56.69%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
4,039
shares
|
$785,100
0.41% of portfolio
|
Q4 2025
Reduced 6.27%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
4,035
shares
|
$784,323
0.33% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
4,033
shares
|
$783,934
0.0% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
4,002
shares
|
$777,908
0.01% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
4,002
shares
|
$777,908
0.04% of portfolio
|
Q3 2025
Reduced 52.0%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
3,987
shares
|
$774,993
0.82% of portfolio
|
Q4 2025
Reduced 3.53%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
3,970
shares
|
$771,688
0.2% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
3,965
shares
|
$770,716
0.19% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,964
shares
|
$770,522
0.05% of portfolio
|
Q3 2025
Reduced 98.04%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
3,954
shares
|
$768,578
0.02% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,939
shares
|
$765,662
0.79% of portfolio
|
Q3 2025
Reduced 24.18%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
3,938
shares
|
$765,468
0.04% of portfolio
|
Q4 2025
Reduced 9.2%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
3,936
shares
|
$765,079
0.05% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
3,929
shares
|
$763,719
0.47% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
3,928
shares
|
$763,524
0.38% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,920
shares
|
$761,969
0.04% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
3,919
shares
|
$761,775
0.08% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
3,910
shares
|
$760,025
0.17% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
3,895
shares
|
$757,110
0.08% of portfolio
|
Q3 2025
New holding
|
|