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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
2,945
shares
|
$572,449
0.03% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,934
shares
|
$570,310
0.08% of portfolio
|
Q4 2021
Added 1.98%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
2,928
shares
|
$569,144
0.41% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
2,923
shares
|
$568,172
0.06% of portfolio
|
Q1 2023
Reduced 29.11%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
2,892
shares
|
$562,146
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
2,878
shares
|
$559,425
0.26% of portfolio
|
Q4 2025
Added 3.41%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
2,871
shares
|
$558,064
0.33% of portfolio
|
Q3 2025
Reduced 42.08%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
2,866
shares
|
$557,093
0.17% of portfolio
|
Q4 2025
Reduced 0.8%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,862
shares
|
$556,315
0.01% of portfolio
|
Q3 2025
Added 128.78%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
2,858
shares
|
$555,538
0.17% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,848
shares
|
$553,594
0.01% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
2,842
shares
|
$552,427
0.17% of portfolio
|
Q4 2025
Reduced 8.5%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
2,836
shares
|
$551,261
0.48% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
2,820
shares
|
$548,151
0.05% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
2,819
shares
|
$547,957
0.1% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
2,816
shares
|
$547,374
0.0% of portfolio
|
Q2 2025
Reduced 41.25%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
2,816
shares
|
$547,374
0.54% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,806
shares
|
$545,430
0.04% of portfolio
|
Q4 2022
Added 4.62%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
2,804
shares
|
$545,041
0.19% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,791
shares
|
$542,514
0.06% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
2,776
shares
|
$539,598
0.42% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
2,747
shares
|
$533,961
0.02% of portfolio
|
Q4 2025
Reduced 8.8%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
2,743
shares
|
$533,184
0.24% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,735
shares
|
$531,629
0.08% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
2,731
shares
|
$530,851
0.05% of portfolio
|
Q3 2025
Reduced 1.12%
|
|