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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
211
shares
|
$41,014
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
210
shares
|
$40,819
0.0% of portfolio
|
Q1 2023
Reduced 48.66%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
210
shares
|
$40,819
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
207
shares
|
$40,236
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
204
shares
|
$39,653
0.0% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
202
shares
|
$39,264
0.0% of portfolio
|
Q3 2023
Reduced 25.46%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
202
shares
|
$39,264
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
200
shares
|
$38,876
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
197
shares
|
$38,292
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
195
shares
|
$37,904
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
186
shares
|
$36,154
0.01% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
185
shares
|
$35,960
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
182
shares
|
$35,377
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
168
shares
|
$32,655
0.02% of portfolio
|
Q3 2025
Added 15.86%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
163
shares
|
$31,683
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
162
shares
|
$31,489
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
160
shares
|
$31,100
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
160
shares
|
$31,100
0.02% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
157
shares
|
$30,517
0.03% of portfolio
|
Q2 2025
Added 28.69%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
156
shares
|
$30,323
0.0% of portfolio
|
Q1 2025
Reduced 55.3%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
154
shares
|
$29,934
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
150
shares
|
$29,157
0.01% of portfolio
|
Q2 2024
Reduced 69.07%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
150
shares
|
$29,157
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
150
shares
|
$29,157
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
150
shares
|
$29,157
0.01% of portfolio
|
Q2 2025
Added 9.49%
|
|