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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
1,470
shares
|
$285,738
0.02% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
1,465
shares
|
$284,766
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,462
shares
|
$284,183
0.0% of portfolio
|
Q1 2024
Added 21.43%
|
|
|
Gfg Capital, LLC
|
Jan 15, 2026 Q4 2025 |
1,460
shares
|
$283,794
0.09% of portfolio
|
Q4 2025
Added 1.25%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
1,450
shares
|
$281,851
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,448
shares
|
$281,462
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,445
shares
|
$280,879
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,445
shares
|
$280,879
0.08% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
1,444
shares
|
$280,684
0.12% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
1,420
shares
|
$276,019
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
1,417
shares
|
$275,436
0.13% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,415
shares
|
$275,047
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
1,389
shares
|
$269,993
0.06% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
1,388
shares
|
$269,799
0.05% of portfolio
|
Q3 2025
Reduced 18.35%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
1,379
shares
|
$268,050
0.07% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
1,378
shares
|
$267,855
0.01% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,374
shares
|
$267,078
0.01% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
1,374
shares
|
$267,078
0.03% of portfolio
|
Q3 2025
Reduced 54.41%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
1,372
shares
|
$266,689
0.02% of portfolio
|
Q3 2025
Reduced 33.62%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
1,371
shares
|
$266,494
0.11% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
1,371
shares
|
$266,494
0.05% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
1,368
shares
|
$265,911
0.07% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
1,367
shares
|
$265,717
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
1,366
shares
|
$265,523
0.19% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
1,362
shares
|
$264,745
0.25% of portfolio
|
Q3 2025
New holding
|
|