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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,628
shares
|
$316,450
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
1,626
shares
|
$316,061
0.19% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
1,619
shares
|
$314,701
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
1,612
shares
|
$313,340
0.08% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,598
shares
|
$310,619
0.01% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
1,597
shares
|
$310,424
0.11% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 06, 2026 Q4 2025 |
1,581
shares
|
$307,314
0.11% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,574
shares
|
$305,954
0.07% of portfolio
|
Q3 2025
Added 18.17%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
1,571
shares
|
$305,370
0.01% of portfolio
|
Q3 2025
Added 630.7%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
1,563
shares
|
$303,815
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
1,561
shares
|
$303,427
0.03% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,560
shares
|
$303,232
0.02% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
1,553
shares
|
$301,872
0.01% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
1,551
shares
|
$301,483
0.02% of portfolio
|
Q2 2022
Closed
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,542
shares
|
$299,733
0.02% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
1,542
shares
|
$299,733
0.13% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
1,533
shares
|
$297,984
0.02% of portfolio
|
Q3 2025
Reduced 18.02%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
1,532
shares
|
$297,790
0.04% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
1,514
shares
|
$294,291
0.21% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
1,512
shares
|
$293,902
0.06% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,501
shares
|
$291,764
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,493
shares
|
$290,209
0.1% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
1,489
shares
|
$289,431
0.02% of portfolio
|
Q3 2025
Added 23.88%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
1,473
shares
|
$286,321
0.13% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
1,471
shares
|
$285,932
0.2% of portfolio
|
Q3 2025
Reduced 61.8%
|
|