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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
1,735
shares
|
$337,249
0.03% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
1,733
shares
|
$336,860
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
1,727
shares
|
$335,694
0.04% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,721
shares
|
$334,527
0.03% of portfolio
|
Q3 2025
Reduced 37.89%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,716
shares
|
$333,556
0.02% of portfolio
|
Q4 2025
Added 3.5%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
1,714
shares
|
$333,167
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,713
shares
|
$332,972
0.05% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
1,702
shares
|
$330,834
0.08% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,697
shares
|
$329,862
0.09% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,690
shares
|
$328,502
0.0% of portfolio
|
Q3 2021
Reduced 1.74%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,684
shares
|
$327,335
0.01% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
1,682
shares
|
$326,947
0.05% of portfolio
|
Q4 2025
Reduced 95.52%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
1,670
shares
|
$324,614
0.01% of portfolio
|
Q4 2025
Reduced 11.03%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,667
shares
|
$324,031
0.0% of portfolio
|
Q3 2025
Reduced 61.04%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,665
shares
|
$323,642
0.02% of portfolio
|
Q3 2025
Added 46.05%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,658
shares
|
$322,282
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
1,655
shares
|
$321,698
0.02% of portfolio
|
Q4 2025
Reduced 7.9%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,652
shares
|
$321,115
0.01% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
1,649
shares
|
$320,532
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
1,648
shares
|
$320,338
0.07% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
1,643
shares
|
$319,366
0.2% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
1,641
shares
|
$318,977
0.02% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
1,640
shares
|
$318,783
0.04% of portfolio
|
Q3 2025
Reduced 13.82%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
1,633
shares
|
$317,422
0.27% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
1,629
shares
|
$316,645
0.14% of portfolio
|
Q3 2025
Reduced 9.3%
|
|