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 |
|---|---|---|---|---|---|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
1,355
shares
|
$263,384
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
1,350
shares
|
$262,413
0.04% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
1,348
shares
|
$262,024
0.07% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
1,347
shares
|
$261,829
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
1,345
shares
|
$261,441
0.06% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
1,339
shares
|
$260,274
0.14% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
1,337
shares
|
$259,886
0.03% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
1,330
shares
|
$258,525
0.07% of portfolio
|
Q4 2025
Reduced 4.04%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
1,320
shares
|
$256,581
0.06% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,320
shares
|
$256,581
0.04% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
1,319
shares
|
$256,387
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
1,312
shares
|
$255,026
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
1,302
shares
|
$253,082
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
1,301
shares
|
$252,888
0.06% of portfolio
|
Q3 2025
Reduced 24.71%
|
|
|
Hemenway Trust CO LLC
|
Nov 07, 2025 Q3 2025 |
1,300
shares
|
$252,694
0.02% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
1,296
shares
|
$251,916
0.01% of portfolio
|
Q4 2025
Reduced 40.79%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
1,294
shares
|
$251,527
0.06% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
1,294
shares
|
$251,527
0.07% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,293
shares
|
$251,333
0.05% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
1,281
shares
|
$249,000
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
1,281
shares
|
$249,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
1,277
shares
|
$248,223
0.02% of portfolio
|
Q3 2025
Reduced 63.96%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
1,275
shares
|
$247,834
0.03% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
1,266
shares
|
$246,085
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
1,265
shares
|
$245,890
0.08% of portfolio
|
Q2 2025
New holding
|
|