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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,856
shares
|
$360,769
0.13% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
1,848
shares
|
$359,214
0.01% of portfolio
|
Q4 2025
Reduced 23.51%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
1,844
shares
|
$358,436
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
1,837
shares
|
$357,076
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
1,834
shares
|
$356,492
0.02% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
1,834
shares
|
$356,492
0.26% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,828
shares
|
$355,326
0.02% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
1,819
shares
|
$353,577
0.08% of portfolio
|
Q4 2025
Added 8.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,819
shares
|
$353,577
0.0% of portfolio
|
Q2 2023
Added 0.11%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,819
shares
|
$353,577
0.2% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
1,814
shares
|
$352,605
0.01% of portfolio
|
Q3 2025
Reduced 40.49%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,804
shares
|
$350,661
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Kendall Capital Management
|
Jan 16, 2026 Q4 2025 |
1,800
shares
|
$349,884
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
1,800
shares
|
$349,884
0.09% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
1,794
shares
|
$348,717
0.04% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
1,790
shares
|
$347,940
0.11% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
1,788
shares
|
$347,551
0.03% of portfolio
|
Q2 2025
Reduced 62.89%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
1,782
shares
|
$346,385
0.11% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
1,780
shares
|
$345,996
0.12% of portfolio
|
Q4 2025
Reduced 8.29%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1,776
shares
|
$345,218
0.07% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
1,767
shares
|
$343,469
0.02% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
1,759
shares
|
$341,914
0.02% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 16, 2026 Q4 2025 |
1,755
shares
|
$341,136
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,751
shares
|
$340,359
0.2% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
1,751
shares
|
$340,359
0.04% of portfolio
|
Q3 2025
Added 27.53%
|
|