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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,831
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
5,803
shares
|
$1.12 Million
0.37% of portfolio
|
Q3 2025
Added 24.85%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
5,755
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
5,721
shares
|
$1.1 Million
0.52% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
5,683
shares
|
$1.09 Million
0.33% of portfolio
|
Q3 2025
Added 82.5%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,673
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Added 100.6%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
5,660
shares
|
$1.09 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,648
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Added 38.57%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,647
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,644
shares
|
$1.09 Million
0.28% of portfolio
|
Q2 2025
Added 37.32%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
5,629
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.36%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
5,621
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 122.0%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
5,610
shares
|
$1.08 Million
0.85% of portfolio
|
Q3 2025
Added 10100.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,610
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
5,599
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
5,587
shares
|
$1.07 Million
0.46% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
5,540
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
5,521
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
5,508
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
5,508
shares
|
$1.06 Million
0.76% of portfolio
|
Q2 2025
Added 16.47%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
5,504
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2025
Reduced 78.99%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 1203.32%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
5,460
shares
|
$1.05 Million
0.41% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
5,459
shares
|
$1.05 Million
0.77% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Raub Brock Capital Management LP
|
Oct 15, 2025 Q3 2025 |
5,404
shares
|
$1.04 Million
0.23% of portfolio
|
Q3 2025
Added 22.43%
|