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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
3,509
shares
|
$682,079
0.01% of portfolio
|
Q3 2025
Added 2239.33%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
3,499
shares
|
$680,135
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
3,477
shares
|
$675,859
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
3,437
shares
|
$668,084
0.04% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
3,433
shares
|
$667,306
0.25% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
3,431
shares
|
$666,917
0.28% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
3,430
shares
|
$666,723
0.25% of portfolio
|
Q4 2025
Added 4.32%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
3,427
shares
|
$666,140
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
3,424
shares
|
$665,557
0.51% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,415
shares
|
$663,807
0.21% of portfolio
|
Q1 2023
Reduced 49.67%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
3,400
shares
|
$660,892
0.03% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,399
shares
|
$660,697
0.07% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
3,365
shares
|
$654,088
0.06% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,361
shares
|
$653,311
0.01% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
3,277
shares
|
$636,983
0.04% of portfolio
|
Q4 2025
Added 6.09%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
3,277
shares
|
$636,983
0.07% of portfolio
|
Q3 2025
Reduced 79.78%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
3,260
shares
|
$633,678
0.04% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
3,250
shares
|
$631,735
0.36% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
3,230
shares
|
$627,847
0.9% of portfolio
|
Q3 2025
Added 85.1%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
3,217
shares
|
$625,320
0.17% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
3,209
shares
|
$623,765
0.23% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,200
shares
|
$622,016
0.26% of portfolio
|
Q3 2025
Reduced 14.21%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,199
shares
|
$621,821
0.03% of portfolio
|
Q3 2025
Reduced 48.54%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,155
shares
|
$613,268
0.55% of portfolio
|
Q1 2022
Added 0.25%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
3,127
shares
|
$607,826
0.0% of portfolio
|
Q3 2025
Reduced 24.01%
|
|