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 |
|---|---|---|---|---|---|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
17,965
shares
|
$3.45 Million
0.52% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
17,938
shares
|
$3.45 Million
0.04% of portfolio
|
Q3 2025
Reduced 26.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
17,907
shares
|
$3.44 Million
0.03% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
17,831
shares
|
$3.43 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
17,595
shares
|
$3.38 Million
0.59% of portfolio
|
Q2 2025
Reduced 46.14%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
17,490
shares
|
$3.36 Million
2.98% of portfolio
|
Q3 2025
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
17,416
shares
|
$3.35 Million
0.99% of portfolio
|
Q2 2025
Added 21.89%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
17,225
shares
|
$3.31 Million
1.57% of portfolio
|
Q2 2023
Reduced 47.71%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
17,205
shares
|
$3.31 Million
2.62% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
17,193
shares
|
$3.31 Million
2.22% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
17,121
shares
|
$3.29 Million
2.5% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
17,073
shares
|
$3.28 Million
1.75% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
17,072
shares
|
$3.28 Million
1.34% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
17,027
shares
|
$3.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
16,992
shares
|
$3.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
16,848
shares
|
$3.24 Million
0.24% of portfolio
|
Q3 2025
Reduced 58.58%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
16,785
shares
|
$3.23 Million
0.75% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
16,776
shares
|
$3.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 48.6%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
16,740
shares
|
$3.22 Million
0.06% of portfolio
|
Q2 2025
Added 601.59%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
16,666
shares
|
$3.2 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
16,646
shares
|
$3.2 Million
0.09% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
16,643
shares
|
$3.2 Million
4.48% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
16,327
shares
|
$3.14 Million
0.2% of portfolio
|
Q2 2025
Added 38.1%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
16,204
shares
|
$3.12 Million
0.37% of portfolio
|
Q2 2025
Added 26.43%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
16,201
shares
|
$3.12 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.77%
|