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 |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
3,107
shares
|
$603,938
0.01% of portfolio
|
Q3 2025
Reduced 55.24%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
3,104
shares
|
$603,355
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,103
shares
|
$603,161
0.05% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
3,100
shares
|
$602,578
0.05% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
3,092
shares
|
$601,022
0.01% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,083
shares
|
$599,273
0.04% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
3,081
shares
|
$598,884
0.02% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
3,081
shares
|
$598,884
0.33% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
3,079
shares
|
$598,496
0.02% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,076
shares
|
$597,912
0.13% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
3,067
shares
|
$596,163
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
3,066
shares
|
$595,969
0.2% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
3,063
shares
|
$595,385
0.12% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,056
shares
|
$594,025
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
3,044
shares
|
$591,692
0.17% of portfolio
|
Q3 2025
Reduced 88.51%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,034
shares
|
$589,748
0.09% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
3,006
shares
|
$584,306
0.02% of portfolio
|
Q3 2025
Reduced 26.47%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,000
shares
|
$583,140
0.02% of portfolio
|
Q2 2022
Reduced 7.55%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
2,995
shares
|
$582,168
0.2% of portfolio
|
Q2 2025
Reduced 58.92%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
2,982
shares
|
$579,641
0.15% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
2,972
shares
|
$577,697
0.21% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,969
shares
|
$577,114
0.01% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,962
shares
|
$575,753
0.31% of portfolio
|
Q3 2025
Reduced 17.58%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
2,959
shares
|
$575,170
0.37% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,957
shares
|
$574,781
0.09% of portfolio
|
Q1 2025
Added 84.01%
|
|