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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
9,399
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
9,394
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 429.84%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
9,348
shares
|
$1.8 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
9,334
shares
|
$1.79 Million
0.06% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
9,310
shares
|
$1.79 Million
0.19% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
9,284
shares
|
$1.79 Million
1.37% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
9,265
shares
|
$1.78 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
9,261
shares
|
$1.78 Million
0.49% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
9,179
shares
|
$1.77 Million
2.07% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
9,179
shares
|
$1.77 Million
1.34% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
9,011
shares
|
$1.73 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
9,000
shares
|
$1.73 Million
0.26% of portfolio
|
Q2 2025
Added 32.16%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
8,987
shares
|
$1.73 Million
0.16% of portfolio
|
Q2 2025
Added 538.73%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
8,981
shares
|
$1.73 Million
0.82% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,980
shares
|
$1.73 Million
0.04% of portfolio
|
Q4 2023
Added 5.28%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
8,968
shares
|
$1.72 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
8,966
shares
|
$1.72 Million
0.43% of portfolio
|
Q3 2025
Reduced 39.63%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,931
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Added 47.99%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,914
shares
|
$1.71 Million
0.38% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
8,883
shares
|
$1.71 Million
0.2% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
8,776
shares
|
$1.69 Million
1.04% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
8,742
shares
|
$1.68 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
8,686
shares
|
$1.67 Million
0.44% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,652
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Added 34.58%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
8,629
shares
|
$1.66 Million
1.26% of portfolio
|
Q3 2025
Added 0.17%
|