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 |
|---|---|---|---|---|---|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
1,156
shares
|
$224,703
0.18% of portfolio
|
Q3 2025
Reduced 68.01%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,154
shares
|
$224,314
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
1,152
shares
|
$223,925
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
1,152
shares
|
$223,925
0.01% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,149
shares
|
$223,342
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
1,148
shares
|
$223,148
0.0% of portfolio
|
Q3 2025
Reduced 40.21%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
1,146
shares
|
$222,759
0.04% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,146
shares
|
$222,759
0.1% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,143
shares
|
$222,176
0.0% of portfolio
|
Q2 2022
Added 204.8%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
1,140
shares
|
$221,593
0.04% of portfolio
|
Q4 2025
Reduced 47.47%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
1,139
shares
|
$221,398
0.05% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
1,138
shares
|
$221,204
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,127
shares
|
$219,066
0.01% of portfolio
|
Q3 2025
Added 452.45%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,121
shares
|
$217,899
0.04% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
1,121
shares
|
$217,899
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
1,109
shares
|
$215,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
1,106
shares
|
$214,984
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
1,099
shares
|
$213,623
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,096
shares
|
$213,040
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
1,089
shares
|
$211,679
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
1,088
shares
|
$211,485
0.03% of portfolio
|
Q3 2025
Reduced 20.87%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
1,088
shares
|
$211,485
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,085
shares
|
$210,902
0.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,079
shares
|
$209,736
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,066
shares
|
$207,209
0.04% of portfolio
|
Q3 2025
Reduced 34.28%
|
|