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 |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
10,273
shares
|
$1.98 Million
0.64% of portfolio
|
Q2 2025
Reduced 21.75%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,220
shares
|
$1.97 Million
0.11% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
10,216
shares
|
$1.96 Million
0.12% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
10,187
shares
|
$1.96 Million
1.15% of portfolio
|
Q3 2025
Reduced 35.68%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
10,155
shares
|
$1.95 Million
1.69% of portfolio
|
Q4 2023
Reduced 19.63%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
10,087
shares
|
$1.94 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
10,086
shares
|
$1.94 Million
0.12% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
10,026
shares
|
$1.93 Million
0.71% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
10,024
shares
|
$1.93 Million
0.42% of portfolio
|
Q2 2025
Added 69.07%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
10,021
shares
|
$1.93 Million
0.52% of portfolio
|
Q2 2025
Reduced 27.24%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
9,976
shares
|
$1.92 Million
0.69% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
9,845
shares
|
$1.89 Million
1.01% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
9,822
shares
|
$1.89 Million
0.96% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
9,817
shares
|
$1.89 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
9,789
shares
|
$1.88 Million
1.21% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
9,743
shares
|
$1.87 Million
1.38% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
9,638
shares
|
$1.85 Million
1.25% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
9,609
shares
|
$1.85 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
9,558
shares
|
$1.84 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
9,547
shares
|
$1.84 Million
1.26% of portfolio
|
Q3 2025
Reduced 11.85%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
9,513
shares
|
$1.83 Million
0.57% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
9,505
shares
|
$1.83 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
9,443
shares
|
$1.82 Million
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
9,438
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
9,435
shares
|
$1.81 Million
1.57% of portfolio
|
Q2 2025
Added 6.5%
|