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 |
|---|---|---|---|---|---|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
8,075
shares
|
$1.55 Million
0.29% of portfolio
|
Q2 2025
Added 395.4%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
8,066
shares
|
$1.55 Million
0.86% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
8,038
shares
|
$1.55 Million
1.19% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
8,034
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
8,033
shares
|
$1.54 Million
0.4% of portfolio
|
Q3 2025
Reduced 43.43%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
8,024
shares
|
$1.54 Million
1.2% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
7,997
shares
|
$1.54 Million
0.69% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
7,955
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2025
Reduced 55.31%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
7,948
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
7,820
shares
|
$1.5 Million
1.23% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
7,786
shares
|
$1.5 Million
0.12% of portfolio
|
Q2 2025
Added 62.48%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
7,754
shares
|
$1.49 Million
0.84% of portfolio
|
Q2 2025
Added 26.7%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
7,724
shares
|
$1.49 Million
0.18% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,687
shares
|
$1.48 Million
0.18% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
7,674
shares
|
$1.48 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
7,669
shares
|
$1.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
7,664
shares
|
$1.47 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
7,632
shares
|
$1.47 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
7,622
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,607
shares
|
$1.46 Million
0.06% of portfolio
|
Q2 2025
Added 104.99%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,605
shares
|
$1.46 Million
0.32% of portfolio
|
Q1 2025
Reduced 82.79%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
7,582
shares
|
$1.46 Million
0.11% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,520
shares
|
$1.45 Million
0.18% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
7,504
shares
|
$1.44 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
7,493
shares
|
$1.44 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.17%
|