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 |
|---|---|---|---|---|---|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
958
shares
|
$186,216
0.08% of portfolio
|
Q3 2025
Added 45.37%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
950
shares
|
$184,661
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
921
shares
|
$179,023
0.07% of portfolio
|
Q3 2025
Reduced 30.49%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
904
shares
|
$175,719
0.01% of portfolio
|
Q3 2025
Added 46.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
879
shares
|
$170,860
0.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
870
shares
|
$169,110
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
866
shares
|
$168,333
0.0% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
851
shares
|
$165,417
0.05% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
848
shares
|
$164,834
0.05% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
843
shares
|
$163,862
0.07% of portfolio
|
Q4 2023
Reduced 4.96%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
833
shares
|
$161,918
0.15% of portfolio
|
Q3 2025
Reduced 16.87%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
828
shares
|
$160,946
0.0% of portfolio
|
Q3 2025
Added 46.03%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
817
shares
|
$158,808
0.0% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
805
shares
|
$156,475
0.01% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
790
shares
|
$153,560
0.01% of portfolio
|
Q3 2025
Reduced 23.3%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
785
shares
|
$152,588
0.01% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
759
shares
|
$147,534
0.05% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
745
shares
|
$144,813
0.04% of portfolio
|
Q2 2025
Added 35.21%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
701
shares
|
$136,260
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
690
shares
|
$134,122
0.01% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
683
shares
|
$132,761
0.02% of portfolio
|
Q3 2025
Added 464.46%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
682
shares
|
$132,567
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
676
shares
|
$131,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
671
shares
|
$130,428
0.01% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
663
shares
|
$128,873
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|