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 |
|---|---|---|---|---|---|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
2,708
shares
|
$526,381
0.12% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,672
shares
|
$519,383
0.06% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
2,660
shares
|
$517,050
0.37% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,652
shares
|
$515,495
0.04% of portfolio
|
Q3 2022
Added 39.44%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
2,650
shares
|
$515,107
0.05% of portfolio
|
Q4 2025
Reduced 12.8%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
2,642
shares
|
$513,551
0.03% of portfolio
|
Q3 2022
Added 11.85%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,639
shares
|
$512,968
0.05% of portfolio
|
Q4 2025
Reduced 2.91%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,636
shares
|
$512,385
0.25% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
2,626
shares
|
$510,441
0.02% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
2,606
shares
|
$506,554
0.09% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,597
shares
|
$504,804
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
2,593
shares
|
$504,027
0.02% of portfolio
|
Q4 2025
Added 8.09%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
2,592
shares
|
$503,832
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
2,588
shares
|
$503,055
0.09% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
2,586
shares
|
$502,666
0.04% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,584
shares
|
$502,277
0.0% of portfolio
|
Q3 2025
Added 88.48%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,580
shares
|
$501,500
0.06% of portfolio
|
Q2 2024
Added 3.53%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,578
shares
|
$501,111
0.03% of portfolio
|
Q2 2024
Added 111.14%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,575
shares
|
$500,528
0.45% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,570
shares
|
$499,556
0.05% of portfolio
|
Q2 2025
Reduced 65.8%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,555
shares
|
$496,640
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
2,554
shares
|
$496,446
0.11% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,552
shares
|
$496,057
0.03% of portfolio
|
Q1 2022
Reduced 5.8%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
2,524
shares
|
$490,615
0.09% of portfolio
|
Q3 2025
Reduced 85.66%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
2,523
shares
|
$490,420
0.01% of portfolio
|
Q3 2025
Added 80.47%
|
|