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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
4,911
shares
|
$944,336
0.98% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
4,827
shares
|
$928,183
0.18% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,822
shares
|
$927,222
0.03% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
4,816
shares
|
$926,068
0.72% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
4,815
shares
|
$925,876
0.03% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,810
shares
|
$924,914
0.15% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
4,770
shares
|
$917,223
0.83% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
4,763
shares
|
$915,877
0.11% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
4,750
shares
|
$913,377
0.0% of portfolio
|
Q2 2025
Added 25.23%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,738
shares
|
$911,070
0.04% of portfolio
|
Q3 2025
Added 55.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,738
shares
|
$911,070
0.02% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,726
shares
|
$908,762
0.18% of portfolio
|
Q1 2025
Reduced 44.6%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,698
shares
|
$903,378
0.14% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,678
shares
|
$899,532
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
4,640
shares
|
$892,225
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
4,635
shares
|
$891,264
1.04% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,606
shares
|
$885,687
0.16% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,598
shares
|
$884,149
0.25% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
4,581
shares
|
$880,880
0.1% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,567
shares
|
$878,188
0.21% of portfolio
|
Q3 2025
Reduced 35.49%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
4,548
shares
|
$874,534
0.0% of portfolio
|
Q2 2025
Added 82.87%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
4,516
shares
|
$868,381
0.17% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,515
shares
|
$868,189
0.01% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
4,497
shares
|
$864,728
1.25% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
4,462
shares
|
$857,997
0.87% of portfolio
|
Q2 2025
Added 4.62%
|