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 1,653 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 $48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
58,331
shares
|
$11.2 Million
3.02% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
58,295
shares
|
$11.2 Million
7.55% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
58,210
shares
|
$11.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
58,179
shares
|
$11.2 Million
1.78% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
57,598
shares
|
$11.1 Million
1.47% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
57,582
shares
|
$11.1 Million
0.4% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
57,552
shares
|
$11.1 Million
0.92% of portfolio
|
Q2 2025
Reduced 96.65%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
57,477
shares
|
$11.1 Million
6.2% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
57,433
shares
|
$11 Million
0.33% of portfolio
|
Q2 2025
Reduced 23.72%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
57,349
shares
|
$11 Million
2.29% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
55,918
shares
|
$10.8 Million
0.16% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
55,846
shares
|
$10.7 Million
0.39% of portfolio
|
Q2 2025
Added 23.7%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
55,322
shares
|
$10.6 Million
5.56% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
54,536
shares
|
$10.5 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
54,303
shares
|
$10.4 Million
0.88% of portfolio
|
Q2 2025
Reduced 30.35%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
54,124
shares
|
$10.4 Million
0.55% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
53,905
shares
|
$10.4 Million
4.62% of portfolio
|
Q3 2025
Reduced 19.25%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
53,681
shares
|
$10.3 Million
3.56% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
53,651
shares
|
$10.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
53,556
shares
|
$10.3 Million
4.38% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
53,263
shares
|
$10.2 Million
0.99% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
53,243
shares
|
$10.2 Million
4.38% of portfolio
|
Q1 2024
Reduced 7.23%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
52,997
shares
|
$10.2 Million
1.51% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
52,960
shares
|
$10.2 Million
13.43% of portfolio
|
Q2 2025
New holding
|