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 1,684 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $44.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
240,560
shares
|
$46.8 Million
2.52% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
231,253
shares
|
$45 Million
1.7% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
230,233
shares
|
$44.8 Million
3.24% of portfolio
|
Q4 2025
Added 3.23%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
228,911
shares
|
$44.5 Million
1.06% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
228,911
shares
|
$44.5 Million
0.91% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
228,882
shares
|
$44.5 Million
9.61% of portfolio
|
Q4 2025
Added 2.64%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
227,262
shares
|
$44.2 Million
3.22% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
225,748
shares
|
$43.9 Million
0.28% of portfolio
|
Q4 2025
Reduced 60.0%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
222,853
shares
|
$43.3 Million
2.51% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
220,191
shares
|
$42.8 Million
0.01% of portfolio
|
Q3 2025
Added 46.06%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
214,514
shares
|
$41.7 Million
2.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
213,417
shares
|
$41.5 Million
11.37% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
212,817
shares
|
$41.4 Million
1.12% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
211,986
shares
|
$41.2 Million
6.61% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
209,921
shares
|
$40.8 Million
3.85% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
209,694
shares
|
$40.8 Million
3.57% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
208,795
shares
|
$40.6 Million
0.61% of portfolio
|
Q3 2025
Added 14.6%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
208,130
shares
|
$40.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 22.34%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
203,892
shares
|
$39.6 Million
9.06% of portfolio
|
Q4 2025
Added 3.53%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
200,796
shares
|
$39 Million
3.61% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
198,042
shares
|
$38.5 Million
4.2% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
195,868
shares
|
$38.1 Million
5.5% of portfolio
|
Q4 2025
Reduced 25.6%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
192,751
shares
|
$37.5 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
188,664
shares
|
$36.7 Million
6.4% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
187,733
shares
|
$36.5 Million
3.16% of portfolio
|
Q3 2025
Added 9.23%
|
|