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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
37,389
shares
|
$7.19 Million
0.68% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
37,293
shares
|
$7.17 Million
2.37% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
36,818
shares
|
$7.08 Million
0.25% of portfolio
|
Q2 2025
Added 27.04%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
36,726
shares
|
$7.06 Million
0.28% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
36,713
shares
|
$7.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
36,544
shares
|
$7.03 Million
3.98% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
36,324
shares
|
$6.98 Million
0.81% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
36,073
shares
|
$6.94 Million
1.52% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
35,883
shares
|
$6.9 Million
0.49% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
35,581
shares
|
$6.84 Million
0.05% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
35,496
shares
|
$6.83 Million
3.83% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
35,323
shares
|
$6.79 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
35,239
shares
|
$6.78 Million
2.56% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
35,000
shares
|
$6.73 Million
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
34,992
shares
|
$6.73 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
34,871
shares
|
$6.71 Million
1.13% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
34,505
shares
|
$6.63 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
33,924
shares
|
$6.52 Million
0.11% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
33,874
shares
|
$6.51 Million
3.82% of portfolio
|
Q3 2025
Reduced 49.09%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
33,556
shares
|
$6.45 Million
0.52% of portfolio
|
Q2 2023
Added 6.73%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
33,054
shares
|
$6.36 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
32,970
shares
|
$6.34 Million
2.29% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
32,792
shares
|
$6.31 Million
2.36% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
32,782
shares
|
$6.3 Million
0.55% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
32,720
shares
|
$6.29 Million
3.95% of portfolio
|
Q3 2025
Reduced 0.51%
|