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 1,686 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
343,794
shares
|
$66.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
343,591
shares
|
$66.8 Million
13.37% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
329,817
shares
|
$64.1 Million
15.08% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
329,218
shares
|
$64 Million
0.04% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
324,192
shares
|
$63 Million
11.21% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
320,864
shares
|
$62.4 Million
5.27% of portfolio
|
Q3 2025
Reduced 21.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
319,014
shares
|
$62 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
318,985
shares
|
$62 Million
1.14% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
315,547
shares
|
$61.3 Million
1.39% of portfolio
|
Q2 2025
Reduced 37.31%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
310,003
shares
|
$60.3 Million
0.62% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
291,099
shares
|
$56.6 Million
0.12% of portfolio
|
Q3 2025
Added 15.89%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
288,064
shares
|
$56 Million
6.81% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
287,663
shares
|
$55.9 Million
0.69% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
284,039
shares
|
$55.2 Million
18.28% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
281,427
shares
|
$54.7 Million
4.23% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
277,605
shares
|
$54 Million
0.26% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
272,267
shares
|
$52.9 Million
5.51% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
269,622
shares
|
$52.4 Million
0.02% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
269,421
shares
|
$52.4 Million
0.99% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
267,839
shares
|
$52.1 Million
1.49% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
266,607
shares
|
$51.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
263,620
shares
|
$51.2 Million
0.27% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
263,421
shares
|
$51.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 26.62%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
263,271
shares
|
$51.2 Million
7.41% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
251,710
shares
|
$48.9 Million
10.17% of portfolio
|
Q2 2025
Reduced 5.01%
|
|