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 |
|---|---|---|---|---|---|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
1,975
shares
|
$383,900
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
1,969
shares
|
$382,734
0.03% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,964
shares
|
$381,762
0.09% of portfolio
|
Q3 2021
Added 0.05%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,960
shares
|
$380,984
0.04% of portfolio
|
Q1 2025
Added 573.54%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
1,958
shares
|
$380,596
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,954
shares
|
$379,818
0.06% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
1,953
shares
|
$379,624
0.01% of portfolio
|
Q4 2025
Reduced 15.34%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,949
shares
|
$378,846
0.21% of portfolio
|
Q2 2024
Added 78.15%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
1,920
shares
|
$373,209
0.11% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
1,918
shares
|
$372,820
0.51% of portfolio
|
Q3 2025
Reduced 13.53%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,917
shares
|
$372,626
0.03% of portfolio
|
Q3 2025
Added 20.04%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,913
shares
|
$371,848
0.17% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
1,910
shares
|
$371,265
0.5% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
1,904
shares
|
$370,099
0.06% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
1,898
shares
|
$368,933
0.09% of portfolio
|
Q4 2025
Reduced 71.13%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,898
shares
|
$368,933
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
1,890
shares
|
$367,378
0.36% of portfolio
|
Q4 2025
Reduced 57.92%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jan 15, 2026 Q4 2025 |
1,885
shares
|
$366,406
0.25% of portfolio
|
Q4 2025
Reduced 5.99%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
1,883
shares
|
$366,017
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,881
shares
|
$365,628
0.12% of portfolio
|
Q3 2025
Added 57.41%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
1,878
shares
|
$365,045
0.12% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,871
shares
|
$363,684
0.02% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
1,868
shares
|
$363,101
0.1% of portfolio
|
Q3 2025
Reduced 12.46%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
1,866
shares
|
$362,713
0.01% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
1,866
shares
|
$362,713
0.0% of portfolio
|
Q3 2025
Added 16.55%
|
|