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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
8,604
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
8,560
shares
|
$1.65 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,557
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
8,550
shares
|
$1.64 Million
0.21% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
8,473
shares
|
$1.63 Million
0.49% of portfolio
|
Q3 2025
Reduced 42.68%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
8,460
shares
|
$1.63 Million
0.23% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
8,427
shares
|
$1.62 Million
0.57% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
8,413
shares
|
$1.62 Million
0.36% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
8,412
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2024
Added 284.11%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
8,390
shares
|
$1.61 Million
0.47% of portfolio
|
Q2 2025
Reduced 45.71%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
8,376
shares
|
$1.61 Million
0.38% of portfolio
|
Q2 2025
Added 396.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
8,363
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 87.07%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
8,338
shares
|
$1.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 32.79%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
8,318
shares
|
$1.6 Million
0.16% of portfolio
|
Q2 2025
Added 30.68%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
8,305
shares
|
$1.6 Million
0.37% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
8,276
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
8,223
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
8,207
shares
|
$1.58 Million
0.53% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
8,199
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,192
shares
|
$1.58 Million
0.14% of portfolio
|
Q2 2025
Added 116.2%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,162
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
8,140
shares
|
$1.57 Million
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
8,136
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
8,121
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
8,093
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Added 3.96%
|