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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
16,036
shares
|
$3.08 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,893
shares
|
$3.06 Million
0.05% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
15,796
shares
|
$3.04 Million
0.18% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
15,746
shares
|
$3.03 Million
0.18% of portfolio
|
Q1 2025
Reduced 28.71%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
15,660
shares
|
$3.01 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
15,649
shares
|
$3.01 Million
0.08% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
15,619
shares
|
$3 Million
0.51% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
15,576
shares
|
$3 Million
0.73% of portfolio
|
Q3 2025
Reduced 48.4%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
15,514
shares
|
$2.98 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,505
shares
|
$2.98 Million
0.68% of portfolio
|
Q2 2022
Reduced 8.93%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
15,482
shares
|
$2.98 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
15,399
shares
|
$2.96 Million
2.68% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
15,374
shares
|
$2.96 Million
1.92% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
15,226
shares
|
$2.93 Million
0.81% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
15,224
shares
|
$2.93 Million
0.14% of portfolio
|
Q2 2025
Added 22.03%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
15,209
shares
|
$2.92 Million
1.78% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
15,192
shares
|
$2.92 Million
0.04% of portfolio
|
Q3 2025
Added 81.48%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
15,092
shares
|
$2.9 Million
1.46% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,030
shares
|
$2.89 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
15,013
shares
|
$2.89 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
14,797
shares
|
$2.85 Million
0.08% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
14,760
shares
|
$2.84 Million
0.77% of portfolio
|
Q3 2025
Reduced 49.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
14,692
shares
|
$2.83 Million
0.23% of portfolio
|
Q3 2025
Added 114.89%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
14,687
shares
|
$2.82 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.22%
|