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 |
|---|---|---|---|---|---|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
2,183
shares
|
$424,331
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,170
shares
|
$421,804
0.03% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,160
shares
|
$419,860
0.07% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,139
shares
|
$415,778
0.04% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
2,138
shares
|
$415,584
0.15% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
2,136
shares
|
$415,195
0.28% of portfolio
|
Q4 2025
Reduced 12.06%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
2,135
shares
|
$415,001
0.07% of portfolio
|
Q3 2025
Reduced 24.45%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
2,119
shares
|
$411,891
0.07% of portfolio
|
Q2 2025
Added 324.65%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,114
shares
|
$410,919
0.05% of portfolio
|
Q4 2025
Reduced 25.88%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
2,114
shares
|
$410,919
0.02% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
2,113
shares
|
$410,724
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
2,101
shares
|
$408,392
0.01% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,072
shares
|
$402,755
0.0% of portfolio
|
Q3 2025
Added 100.97%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,067
shares
|
$401,783
0.03% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
2,062
shares
|
$400,811
0.03% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
2,029
shares
|
$394,397
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
2,027
shares
|
$394,008
0.01% of portfolio
|
Q4 2025
Reduced 3.06%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,025
shares
|
$393,619
0.05% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
2,018
shares
|
$392,258
0.07% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
2,011
shares
|
$390,898
0.09% of portfolio
|
Q2 2025
Reduced 23.42%
|
|
|
Schwab Charitable Fund
|
Oct 27, 2025 Q3 2025 |
2,010
shares
|
$390,703
0.01% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
2,005
shares
|
$389,731
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,000
shares
|
$388,760
0.12% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,994
shares
|
$387,593
0.14% of portfolio
|
Q4 2024
Added 53.38%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
1,979
shares
|
$384,678
0.13% of portfolio
|
Q3 2025
Reduced 20.14%
|
|