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 |
|---|---|---|---|---|---|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,427
shares
|
$1.43 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
7,378
shares
|
$1.42 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,341
shares
|
$1.41 Million
0.61% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
7,300
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
7,278
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2025
Added 20.62%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
7,261
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
7,236
shares
|
$1.39 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,196
shares
|
$1.38 Million
0.77% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
7,156
shares
|
$1.38 Million
0.26% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
7,142
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
7,124
shares
|
$1.37 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,118
shares
|
$1.37 Million
0.62% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
7,066
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
7,028
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,941
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
6,922
shares
|
$1.33 Million
1.04% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
6,910
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
6,899
shares
|
$1.33 Million
0.31% of portfolio
|
Q3 2025
Reduced 31.18%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
6,894
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
6,874
shares
|
$1.32 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
6,854
shares
|
$1.32 Million
0.3% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
6,850
shares
|
$1.32 Million
0.35% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
6,833
shares
|
$1.31 Million
1.26% of portfolio
|
Q3 2025
Added 18.22%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
6,748
shares
|
$1.3 Million
0.16% of portfolio
|
Q2 2025
Added 311.21%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
6,732
shares
|
$1.29 Million
0.32% of portfolio
|
Q3 2025
Reduced 55.79%
|