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 1,649 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $47.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
68,672
shares
|
$13.2 Million
5.54% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
68,565
shares
|
$13.2 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
68,500
shares
|
$13.2 Million
2.82% of portfolio
|
Q2 2025
Added 36.51%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
68,458
shares
|
$13.2 Million
0.88% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
67,879
shares
|
$13.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
67,839
shares
|
$13 Million
2.18% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
66,968
shares
|
$12.9 Million
1.38% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
65,792
shares
|
$12.7 Million
3.62% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
65,577
shares
|
$12.6 Million
0.51% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
65,421
shares
|
$12.6 Million
5.95% of portfolio
|
Q3 2023
Reduced 3.94%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
65,244
shares
|
$12.5 Million
0.35% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
64,553
shares
|
$12.4 Million
2.07% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
64,399
shares
|
$12.4 Million
5.28% of portfolio
|
Q3 2025
Reduced 15.74%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
64,399
shares
|
$12.4 Million
5.46% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
64,010
shares
|
$12.3 Million
0.58% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
63,090
shares
|
$12.1 Million
4.94% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
61,620
shares
|
$11.8 Million
3.45% of portfolio
|
Q3 2025
Reduced 19.86%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
60,923
shares
|
$11.7 Million
0.32% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
60,750
shares
|
$11.7 Million
0.27% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
60,714
shares
|
$11.7 Million
2.59% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
60,714
shares
|
$11.7 Million
2.59% of portfolio
|
Q2 2025
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
59,811
shares
|
$11.5 Million
10.44% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
59,780
shares
|
$11.5 Million
5.68% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
59,666
shares
|
$11.5 Million
4.25% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
58,611
shares
|
$11.3 Million
0.24% of portfolio
|
Q2 2025
Reduced 71.91%
|