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 |
|---|---|---|---|---|---|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,886
shares
|
$755,360
0.12% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
3,862
shares
|
$750,695
0.32% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
3,856
shares
|
$749,529
1.72% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
3,839
shares
|
$746,224
0.31% of portfolio
|
Q1 2023
Reduced 26.74%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
3,795
shares
|
$737,672
0.04% of portfolio
|
Q4 2025
Reduced 75.97%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
3,758
shares
|
$730,480
0.52% of portfolio
|
Q2 2025
Reduced 14.73%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
3,730
shares
|
$725,037
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
3,706
shares
|
$720,372
0.01% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
3,699
shares
|
$719,011
0.06% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
3,696
shares
|
$718,428
0.16% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,625
shares
|
$704,627
0.22% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
3,625
shares
|
$704,627
0.2% of portfolio
|
Q4 2025
Reduced 56.35%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
3,622
shares
|
$704,044
0.04% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,616
shares
|
$702,878
0.06% of portfolio
|
Q2 2023
Reduced 24.16%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
3,607
shares
|
$701,128
0.56% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,589
shares
|
$697,629
0.0% of portfolio
|
Q3 2025
Reduced 24.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,589
shares
|
$697,629
0.05% of portfolio
|
Q3 2025
Reduced 56.19%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
3,582
shares
|
$696,269
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
3,571
shares
|
$694,130
0.11% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
3,561
shares
|
$692,187
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
3,549
shares
|
$689,854
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,536
shares
|
$687,327
0.25% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
3,525
shares
|
$685,189
5.78% of portfolio
|
Q1 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
3,515
shares
|
$683,245
0.07% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
3,514
shares
|
$683,051
0.54% of portfolio
|
Q2 2025
Reduced 48.59%
|
|