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 |
|---|---|---|---|---|---|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
27,370
shares
|
$5.26 Million
0.8% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
27,092
shares
|
$5.21 Million
0.89% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
26,902
shares
|
$5.17 Million
0.01% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
26,698
shares
|
$5.13 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Pacific Wealth Management
|
Oct 21, 2025 Q3 2025 |
26,526
shares
|
$5.1 Million
2.6% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
26,497
shares
|
$5.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
26,480
shares
|
$5.09 Million
0.0% of portfolio
|
Q2 2023
Added 87.01%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
26,361
shares
|
$5.07 Million
1.91% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
26,200
shares
|
$5.04 Million
2.86% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
25,951
shares
|
$4.99 Million
0.09% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
25,822
shares
|
$4.97 Million
3.49% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
25,672
shares
|
$4.94 Million
1.67% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,649
shares
|
$4.93 Million
0.0% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
25,613
shares
|
$4.93 Million
2.18% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
25,526
shares
|
$4.91 Million
0.34% of portfolio
|
Q2 2025
Reduced 48.92%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
25,517
shares
|
$4.91 Million
2.78% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
25,495
shares
|
$4.9 Million
2.73% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
25,431
shares
|
$4.89 Million
1.12% of portfolio
|
Q2 2025
Added 1969.24%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
25,207
shares
|
$4.85 Million
0.61% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
24,715
shares
|
$4.75 Million
1.88% of portfolio
|
Q3 2025
Reduced 35.82%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
24,685
shares
|
$4.75 Million
0.01% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
24,672
shares
|
$4.74 Million
4.15% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
24,668
shares
|
$4.74 Million
1.48% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
24,602
shares
|
$4.73 Million
0.72% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
24,393
shares
|
$4.69 Million
2.91% of portfolio
|
Q3 2025
Added 2.92%
|