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 1,686 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
187,733
shares
|
$36.5 Million
3.16% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
186,240
shares
|
$36.2 Million
3.71% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
186,018
shares
|
$36.2 Million
1.8% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
183,650
shares
|
$35.7 Million
2.84% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
182,345
shares
|
$35.4 Million
0.75% of portfolio
|
Q3 2025
Added 16.98%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
178,347
shares
|
$34.7 Million
5.35% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
174,110
shares
|
$33.8 Million
2.76% of portfolio
|
Q2 2024
Added 46.1%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
171,835
shares
|
$33.4 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
171,132
shares
|
$33.3 Million
0.41% of portfolio
|
Q3 2025
Reduced 17.05%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169,324
shares
|
$32.9 Million
1.83% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
169,304
shares
|
$32.9 Million
1.15% of portfolio
|
Q3 2025
Reduced 14.13%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
169,228
shares
|
$32.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
168,359
shares
|
$32.7 Million
0.62% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
166,749
shares
|
$32.4 Million
5.65% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
165,569
shares
|
$32.2 Million
1.31% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
165,529
shares
|
$32.2 Million
11.04% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
165,220
shares
|
$32.1 Million
3.63% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
164,333
shares
|
$31.9 Million
3.26% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
163,142
shares
|
$31.7 Million
3.49% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
163,028
shares
|
$31.7 Million
5.43% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
161,946
shares
|
$31.5 Million
2.43% of portfolio
|
Q3 2023
Reduced 24.27%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
161,941
shares
|
$31.5 Million
2.03% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
160,412
shares
|
$31.2 Million
5.06% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
159,969
shares
|
$31.1 Million
0.51% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
159,796
shares
|
$31.1 Million
6.5% of portfolio
|
Q3 2025
Reduced 9.33%
|
|