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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
157,490
shares
|
$30.6 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
156,124
shares
|
$30.3 Million
4.49% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
156,115
shares
|
$30.3 Million
2.35% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
154,127
shares
|
$30 Million
0.42% of portfolio
|
Q3 2025
Reduced 46.35%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
153,384
shares
|
$29.8 Million
0.39% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
152,870
shares
|
$29.7 Million
3.26% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
151,841
shares
|
$29.5 Million
5.44% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
151,546
shares
|
$29.5 Million
0.55% of portfolio
|
Q3 2025
Reduced 52.55%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
151,120
shares
|
$29.4 Million
2.38% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
150,615
shares
|
$29.3 Million
4.33% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
149,619
shares
|
$29.1 Million
8.03% of portfolio
|
Q3 2025
Added 846.06%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
149,530
shares
|
$29.1 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
148,156
shares
|
$28.8 Million
3.27% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
148,054
shares
|
$28.8 Million
4.91% of portfolio
|
Q3 2025
Reduced 31.46%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
146,128
shares
|
$28.4 Million
1.8% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
145,520
shares
|
$28.3 Million
13.68% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
144,451
shares
|
$28.1 Million
5.13% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
140,188
shares
|
$27.2 Million
3.74% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
140,185
shares
|
$27.2 Million
1.28% of portfolio
|
Q3 2025
Added 17.8%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
139,771
shares
|
$27.2 Million
0.24% of portfolio
|
Q3 2025
Reduced 19.61%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
139,484
shares
|
$27.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
136,279
shares
|
$26.5 Million
0.25% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
136,159
shares
|
$26.5 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
134,887
shares
|
$26.2 Million
8.14% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
134,082
shares
|
$26.1 Million
5.94% of portfolio
|
Q3 2025
Reduced 17.21%
|
|