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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
133,668
shares
|
$26 Million
0.67% of portfolio
|
Q3 2025
Added 82.48%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
133,302
shares
|
$25.9 Million
4.0% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
132,628
shares
|
$25.8 Million
0.36% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
131,957
shares
|
$25.6 Million
4.63% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
131,808
shares
|
$25.6 Million
4.63% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
131,184
shares
|
$25.5 Million
1.45% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
131,117
shares
|
$25.5 Million
8.51% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
130,746
shares
|
$25.4 Million
0.1% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
130,583
shares
|
$25.4 Million
1.17% of portfolio
|
Q3 2022
Added 9.22%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
129,458
shares
|
$25.2 Million
2.66% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
127,148
shares
|
$24.7 Million
1.89% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
126,507
shares
|
$24.6 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
125,685
shares
|
$24.4 Million
7.2% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
125,676
shares
|
$24.4 Million
8.96% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
124,455
shares
|
$24.2 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Client First Capital LLC
|
Nov 05, 2025 Q3 2025 |
122,767
shares
|
$23.9 Million
11.1% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
122,225
shares
|
$23.8 Million
20.28% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
122,067
shares
|
$23.7 Million
0.59% of portfolio
|
Q3 2025
Added 178.51%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
121,697
shares
|
$23.7 Million
6.55% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
120,359
shares
|
$23.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 57.25%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
120,130
shares
|
$23.4 Million
3.93% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
119,142
shares
|
$23.2 Million
4.17% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
118,576
shares
|
$23 Million
6.49% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
118,199
shares
|
$23 Million
7.08% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
117,127
shares
|
$22.8 Million
2.94% of portfolio
|
Q3 2025
Added 14.55%
|
|