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 |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
2,376
shares
|
$461,846
0.13% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,361
shares
|
$458,931
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
2,360
shares
|
$458,736
0.04% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
2,356
shares
|
$457,959
0.03% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,348
shares
|
$456,404
0.34% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
2,345
shares
|
$455,821
0.05% of portfolio
|
Q3 2025
Added 47.67%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
2,337
shares
|
$454,266
0.17% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,326
shares
|
$452,127
0.09% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
2,312
shares
|
$449,406
0.04% of portfolio
|
Q4 2025
Reduced 7.22%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
2,309
shares
|
$448,823
0.01% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,307
shares
|
$448,434
0.06% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,304
shares
|
$447,851
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,291
shares
|
$445,324
0.13% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
2,271
shares
|
$441,436
0.23% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,270
shares
|
$441,242
0.04% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
2,257
shares
|
$438,715
0.01% of portfolio
|
Q2 2025
Added 72.95%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,251
shares
|
$437,549
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
2,244
shares
|
$436,188
0.15% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
2,240
shares
|
$435,411
0.18% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
2,235
shares
|
$434,439
0.32% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
2,231
shares
|
$433,661
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
2,219
shares
|
$431,329
0.03% of portfolio
|
Q4 2025
Added 1.88%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
2,208
shares
|
$429,191
0.25% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
2,203
shares
|
$428,219
0.26% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
2,200
shares
|
$427,636
0.01% of portfolio
|
Q3 2025
Reduced 10.75%
|
|