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 |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
93,263
shares
|
$17.9 Million
2.25% of portfolio
|
Q3 2023
Reduced 4.21%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
93,120
shares
|
$17.9 Million
8.14% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
92,642
shares
|
$17.8 Million
0.04% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
92,472
shares
|
$17.8 Million
3.24% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
92,271
shares
|
$17.7 Million
6.16% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
92,229
shares
|
$17.7 Million
6.24% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
91,195
shares
|
$17.5 Million
1.49% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
89,655
shares
|
$17.2 Million
4.43% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
88,152
shares
|
$17 Million
0.3% of portfolio
|
Q2 2025
Added 48.61%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
88,129
shares
|
$16.9 Million
0.84% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
88,054
shares
|
$16.9 Million
11.23% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
87,807
shares
|
$16.9 Million
5.07% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
87,780
shares
|
$16.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 42.4%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
87,483
shares
|
$16.8 Million
3.97% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
87,206
shares
|
$16.8 Million
4.95% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
86,619
shares
|
$16.7 Million
0.39% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
86,441
shares
|
$16.6 Million
4.43% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
84,942
shares
|
$16.3 Million
3.77% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
84,818
shares
|
$16.3 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
84,647
shares
|
$16.3 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
83,296
shares
|
$16 Million
2.97% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
81,858
shares
|
$15.7 Million
5.24% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
81,688
shares
|
$15.7 Million
5.23% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
81,553
shares
|
$15.7 Million
0.03% of portfolio
|
Q2 2025
Added 90.43%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
80,875
shares
|
$15.6 Million
2.58% of portfolio
|
Q2 2025
Added 5.38%
|