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 1,653 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 $48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
13,191
shares
|
$2.54 Million
0.08% of portfolio
|
Q2 2025
Added 23.56%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
13,186
shares
|
$2.54 Million
0.07% of portfolio
|
Q3 2025
Added 51.55%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
13,062
shares
|
$2.51 Million
0.45% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
13,008
shares
|
$2.5 Million
0.64% of portfolio
|
Q3 2025
Reduced 15.73%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
12,936
shares
|
$2.49 Million
0.85% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,905
shares
|
$2.48 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
12,872
shares
|
$2.48 Million
0.95% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,793
shares
|
$2.46 Million
0.35% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
12,774
shares
|
$2.46 Million
1.8% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
12,719
shares
|
$2.45 Million
1.97% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
12,524
shares
|
$2.41 Million
0.15% of portfolio
|
Q4 2023
Added 18.68%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
12,486
shares
|
$2.4 Million
0.26% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
12,436
shares
|
$2.39 Million
0.71% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
12,226
shares
|
$2.35 Million
0.98% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
12,215
shares
|
$2.35 Million
0.09% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
12,213
shares
|
$2.35 Million
3.11% of portfolio
|
Q3 2022
Reduced 4.39%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
12,207
shares
|
$2.35 Million
0.7% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
12,189
shares
|
$2.34 Million
3.53% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
12,133
shares
|
$2.33 Million
0.35% of portfolio
|
Q2 2023
Added 47.01%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
12,119
shares
|
$2.33 Million
0.61% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
12,000
shares
|
$2.31 Million
0.62% of portfolio
|
Q2 2023
New holding
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
11,990
shares
|
$2.31 Million
4.12% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
11,923
shares
|
$2.29 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,912
shares
|
$2.29 Million
0.14% of portfolio
|
Q3 2025
Added 20.37%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
11,741
shares
|
$2.26 Million
0.68% of portfolio
|
Q3 2023
Reduced 38.16%
|