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 $48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
46,910
shares
|
$9.02 Million
2.71% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
46,825
shares
|
$9 Million
3.34% of portfolio
|
Q2 2025
Added 14.65%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
46,792
shares
|
$9 Million
0.0% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
46,657
shares
|
$8.97 Million
4.05% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Oct 22, 2025 Q3 2025 |
46,537
shares
|
$8.95 Million
1.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
46,475
shares
|
$8.94 Million
0.23% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
46,473
shares
|
$8.94 Million
0.29% of portfolio
|
Q3 2025
Reduced 17.56%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
46,070
shares
|
$8.86 Million
2.77% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
46,040
shares
|
$8.85 Million
4.24% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
45,323
shares
|
$8.72 Million
3.42% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
44,852
shares
|
$8.62 Million
3.97% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
44,775
shares
|
$8.61 Million
0.0% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
44,749
shares
|
$8.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
44,606
shares
|
$8.58 Million
0.12% of portfolio
|
Q2 2025
Added 146.2%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
44,183
shares
|
$8.5 Million
0.18% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
44,081
shares
|
$8.48 Million
2.67% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
43,427
shares
|
$8.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
43,402
shares
|
$8.35 Million
5.34% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
43,353
shares
|
$8.34 Million
6.51% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
43,322
shares
|
$8.33 Million
5.95% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
43,028
shares
|
$8.27 Million
1.03% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
42,462
shares
|
$8.17 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
42,236
shares
|
$8.12 Million
6.37% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
42,165
shares
|
$8.11 Million
0.05% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
41,987
shares
|
$8.07 Million
0.09% of portfolio
|
Q2 2025
Added 7.35%
|