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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
21,600
shares
|
$4.15 Million
0.2% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
21,464
shares
|
$4.13 Million
0.38% of portfolio
|
Q3 2025
Reduced 26.46%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
21,425
shares
|
$4.12 Million
3.28% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
21,415
shares
|
$4.12 Million
2.63% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
21,063
shares
|
$4.05 Million
0.55% of portfolio
|
Q3 2025
Added 487.2%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
21,040
shares
|
$4.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
21,028
shares
|
$4.04 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
21,021
shares
|
$4.04 Million
0.41% of portfolio
|
Q2 2025
Added 27.25%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
20,872
shares
|
$4.01 Million
1.99% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
20,857
shares
|
$4.01 Million
1.49% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
20,802
shares
|
$4 Million
1.26% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
20,649
shares
|
$3.97 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
20,426
shares
|
$3.93 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
20,387
shares
|
$3.92 Million
1.54% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
20,363
shares
|
$3.92 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
20,217
shares
|
$3.89 Million
0.1% of portfolio
|
Q3 2025
Added 34.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
20,093
shares
|
$3.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
20,011
shares
|
$3.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
20,002
shares
|
$3.85 Million
2.56% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
19,952
shares
|
$3.84 Million
0.17% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
19,936
shares
|
$3.83 Million
0.34% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
19,917
shares
|
$3.83 Million
1.11% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
19,764
shares
|
$3.8 Million
1.67% of portfolio
|
Q2 2025
Reduced 71.01%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
19,762
shares
|
$3.8 Million
2.92% of portfolio
|
Q2 2025
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
19,706
shares
|
$3.79 Million
2.23% of portfolio
|
Q4 2024
Added 6.97%
|