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 1,648 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $48.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
120,144
shares
|
$23.1 Million
8.31% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
119,148
shares
|
$22.9 Million
8.72% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
119,142
shares
|
$22.9 Million
4.17% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
119,007
shares
|
$22.9 Million
1.19% of portfolio
|
Q2 2025
Reduced 32.35%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
118,687
shares
|
$22.8 Million
0.28% of portfolio
|
Q2 2025
Reduced 46.2%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
118,199
shares
|
$22.7 Million
7.08% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
117,722
shares
|
$22.6 Million
2.97% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Client First Capital LLC
|
Aug 08, 2025 Q2 2025 |
116,994
shares
|
$22.5 Million
10.34% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
116,521
shares
|
$22.4 Million
2.53% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
116,006
shares
|
$22.3 Million
1.18% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
115,389
shares
|
$22.2 Million
2.73% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
114,108
shares
|
$21.9 Million
1.26% of portfolio
|
Q3 2023
Reduced 17.98%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
113,242
shares
|
$21.8 Million
1.31% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
112,716
shares
|
$21.7 Million
6.61% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
112,302
shares
|
$21.6 Million
1.75% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
112,193
shares
|
$21.6 Million
2.81% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
112,020
shares
|
$21.5 Million
1.47% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
111,624
shares
|
$21.5 Million
1.8% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
111,539
shares
|
$21.4 Million
6.5% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
110,487
shares
|
$21.2 Million
3.92% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
110,067
shares
|
$21.2 Million
4.23% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
109,906
shares
|
$21.1 Million
0.76% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
109,155
shares
|
$21 Million
2.58% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
108,297
shares
|
$20.8 Million
2.89% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
108,127
shares
|
$20.8 Million
7.78% of portfolio
|
Q2 2025
Added 6.84%
|