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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
107,818
shares
|
$20.7 Million
0.66% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
107,069
shares
|
$20.6 Million
0.22% of portfolio
|
Q2 2025
Added 41.31%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
106,398
shares
|
$20.5 Million
1.97% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
106,194
shares
|
$20.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
105,169
shares
|
$20.2 Million
10.14% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
104,623
shares
|
$20.1 Million
2.08% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
104,497
shares
|
$20.1 Million
3.41% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
102,851
shares
|
$19.8 Million
2.9% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
102,248
shares
|
$19.7 Million
3.78% of portfolio
|
Q2 2025
Added 29.66%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
102,108
shares
|
$19.6 Million
6.9% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
101,615
shares
|
$19.5 Million
0.27% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
101,415
shares
|
$19.5 Million
8.43% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
100,821
shares
|
$19.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
100,102
shares
|
$19.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
99,509
shares
|
$19.1 Million
3.08% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
98,993
shares
|
$19 Million
1.81% of portfolio
|
Q2 2025
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
98,336
shares
|
$18.9 Million
3.16% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
96,478
shares
|
$18.6 Million
2.44% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
95,707
shares
|
$18.4 Million
1.35% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
95,294
shares
|
$18.3 Million
2.35% of portfolio
|
Q3 2025
Reduced 33.01%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
95,146
shares
|
$18.3 Million
7.25% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
95,081
shares
|
$18.3 Million
2.0% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
94,754
shares
|
$18.2 Million
4.69% of portfolio
|
Q3 2025
Added 23.74%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
94,641
shares
|
$18.2 Million
2.65% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
94,627
shares
|
$18.2 Million
6.87% of portfolio
|
Q2 2025
Added 2.53%
|