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 $47.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
11,651
shares
|
$2.24 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
11,589
shares
|
$2.23 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
11,315
shares
|
$2.18 Million
2.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,299
shares
|
$2.17 Million
0.08% of portfolio
|
Q3 2022
Added 44.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,286
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2024
Added 29.46%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
11,252
shares
|
$2.16 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
11,245
shares
|
$2.16 Million
0.3% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
11,185
shares
|
$2.15 Million
0.93% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
11,185
shares
|
$2.15 Million
1.92% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
11,168
shares
|
$2.15 Million
0.42% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
11,093
shares
|
$2.13 Million
1.45% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
11,015
shares
|
$2.12 Million
0.07% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
11,012
shares
|
$2.12 Million
0.41% of portfolio
|
Q3 2025
Added 100.77%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
10,949
shares
|
$2.11 Million
0.81% of portfolio
|
Q3 2025
Reduced 16.64%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
10,875
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
10,752
shares
|
$2.07 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,688
shares
|
$2.06 Million
0.11% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,662
shares
|
$2.05 Million
0.07% of portfolio
|
Q2 2025
Reduced 83.42%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
10,617
shares
|
$2.04 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
10,527
shares
|
$2.02 Million
1.85% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,507
shares
|
$2.02 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
10,502
shares
|
$2.02 Million
0.15% of portfolio
|
Q3 2025
Reduced 72.72%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,417
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
10,378
shares
|
$2 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,282
shares
|
$1.98 Million
0.32% of portfolio
|
Q2 2025
Added 13.75%
|