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 1,648 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $48.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
740,730
shares
|
$142 Million
1.69% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
700,695
shares
|
$135 Million
4.5% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
697,587
shares
|
$134 Million
1.41% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
687,705
shares
|
$132 Million
6.36% of portfolio
|
Q3 2025
Reduced 16.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
642,370
shares
|
$124 Million
0.17% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
632,769
shares
|
$122 Million
0.35% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
626,943
shares
|
$121 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
625,172
shares
|
$120 Million
6.05% of portfolio
|
Q4 2023
Added 5.77%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
612,472
shares
|
$118 Million
0.3% of portfolio
|
Q2 2023
Added 22.36%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
585,994
shares
|
$113 Million
8.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
584,713
shares
|
$112 Million
0.75% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
576,078
shares
|
$111 Million
6.99% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
569,180
shares
|
$109 Million
0.68% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
566,069
shares
|
$109 Million
8.52% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
558,578
shares
|
$107 Million
0.82% of portfolio
|
Q2 2025
Added 475.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
555,382
shares
|
$107 Million
0.15% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
551,170
shares
|
$106 Million
5.22% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
537,489
shares
|
$103 Million
0.56% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
535,221
shares
|
$103 Million
3.51% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
534,579
shares
|
$103 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
509,670
shares
|
$98 Million
0.19% of portfolio
|
Q3 2023
Added 8.55%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
505,170
shares
|
$97.1 Million
12.27% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
502,942
shares
|
$96.7 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
501,102
shares
|
$96.4 Million
1.46% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
491,900
shares
|
$94.6 Million
1.53% of portfolio
|
Q2 2025
Reduced 7.5%
|