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 |
|---|---|---|---|---|---|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
2,510
shares
|
$487,893
0.09% of portfolio
|
Q3 2025
Added 121.15%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,504
shares
|
$486,727
0.11% of portfolio
|
Q3 2025
Added 43.09%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
2,503
shares
|
$486,533
0.2% of portfolio
|
Q2 2025
Added 15.03%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
2,490
shares
|
$484,006
0.14% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
2,483
shares
|
$482,645
0.19% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
2,482
shares
|
$482,451
0.13% of portfolio
|
Q3 2025
Added 58.09%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
2,480
shares
|
$482,062
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
2,461
shares
|
$478,369
0.06% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,460
shares
|
$478,174
0.01% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Oct 29, 2025 Q3 2025 |
2,460
shares
|
$478,174
0.57% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
2,441
shares
|
$474,481
0.2% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
2,431
shares
|
$472,537
0.04% of portfolio
|
Q3 2025
Reduced 72.95%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
2,420
shares
|
$470,399
0.37% of portfolio
|
Q4 2025
Reduced 49.75%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2,418
shares
|
$470,010
0.03% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
2,418
shares
|
$470,010
0.27% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
2,413
shares
|
$469,038
0.01% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
2,409
shares
|
$468,261
0.33% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
2,405
shares
|
$467,483
0.23% of portfolio
|
Q3 2025
Added 46.29%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
2,400
shares
|
$466,512
0.15% of portfolio
|
Q3 2025
Added 59.89%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
2,398
shares
|
$466,123
0.12% of portfolio
|
Q4 2025
Added 44.81%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
2,393
shares
|
$465,151
0.16% of portfolio
|
Q3 2025
Reduced 13.39%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,392
shares
|
$464,956
0.25% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
2,388
shares
|
$464,179
0.09% of portfolio
|
Q3 2025
Reduced 21.58%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,388
shares
|
$464,179
0.01% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
2,384
shares
|
$463,401
0.02% of portfolio
|
Q3 2025
Reduced 19.68%
|
|