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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,701
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
6,698
shares
|
$1.29 Million
0.52% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
6,611
shares
|
$1.27 Million
0.25% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
6,599
shares
|
$1.27 Million
0.18% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
6,590
shares
|
$1.27 Million
0.19% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
6,566
shares
|
$1.26 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
6,557
shares
|
$1.26 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
6,556
shares
|
$1.26 Million
1.49% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,548
shares
|
$1.26 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
6,513
shares
|
$1.25 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
6,505
shares
|
$1.25 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
6,476
shares
|
$1.25 Million
0.87% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
6,418
shares
|
$1.23 Million
0.18% of portfolio
|
Q3 2025
Reduced 63.62%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
6,332
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
6,332
shares
|
$1.22 Million
0.23% of portfolio
|
Q2 2025
Added 37.32%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,330
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
6,328
shares
|
$1.22 Million
0.25% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
6,297
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
6,277
shares
|
$1.21 Million
0.33% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,234
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
6,234
shares
|
$1.2 Million
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,216
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
6,213
shares
|
$1.19 Million
2.0% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,142
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
6,132
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.71%
|