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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
6,132
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
6,119
shares
|
$1.18 Million
0.67% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,105
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
6,100
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,082
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
6,082
shares
|
$1.17 Million
0.8% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
6,080
shares
|
$1.17 Million
0.21% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
6,078
shares
|
$1.17 Million
0.37% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
6,076
shares
|
$1.17 Million
0.13% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
6,051
shares
|
$1.16 Million
0.26% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
6,049
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Added 33.83%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
6,046
shares
|
$1.16 Million
0.34% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
6,036
shares
|
$1.16 Million
0.87% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
6,020
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
6,019
shares
|
$1.16 Million
0.84% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
6,014
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
6,001
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
6,000
shares
|
$1.15 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
5,998
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
5,994
shares
|
$1.15 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
5,904
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 63.68%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
5,878
shares
|
$1.13 Million
0.66% of portfolio
|
Q3 2025
Added 27.26%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
5,871
shares
|
$1.13 Million
0.61% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
5,858
shares
|
$1.13 Million
0.38% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,832
shares
|
$1.12 Million
0.12% of portfolio
|
Q2 2025
Added 3.99%
|