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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
296
shares
|
$57,536
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
289
shares
|
$56,175
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
284
shares
|
$55,203
0.03% of portfolio
|
Q4 2024
Added 18.83%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
283
shares
|
$55,009
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
280
shares
|
$54,426
0.01% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
280
shares
|
$54,426
0.03% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
265
shares
|
$51,510
0.01% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
260
shares
|
$50,538
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
257
shares
|
$49,955
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
254
shares
|
$49,372
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
251
shares
|
$48,789
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
250
shares
|
$48,595
0.02% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
249
shares
|
$48,400
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
246
shares
|
$47,817
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
244
shares
|
$47,428
0.01% of portfolio
|
Q1 2025
Added 58.44%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
241
shares
|
$46,845
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
239
shares
|
$46,456
0.01% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
226
shares
|
$43,929
0.01% of portfolio
|
Q4 2024
Reduced 51.5%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
226
shares
|
$43,929
0.01% of portfolio
|
Q3 2025
Reduced 35.06%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
226
shares
|
$43,929
0.03% of portfolio
|
Q2 2025
Reduced 54.71%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
223
shares
|
$43,346
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
220
shares
|
$42,763
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
218
shares
|
$42,374
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
218
shares
|
$42,374
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
218
shares
|
$42,374
0.03% of portfolio
|
Q1 2025
New holding
|
|