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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,450
shares
|
$855,690
0.1% of portfolio
|
Q4 2022
Reduced 4.61%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
4,437
shares
|
$853,190
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
4,434
shares
|
$852,613
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
4,380
shares
|
$842,230
0.26% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
4,348
shares
|
$836,076
0.11% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
4,337
shares
|
$833,961
0.05% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
4,329
shares
|
$832,423
0.11% of portfolio
|
Q2 2025
Added 18.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,321
shares
|
$830,885
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
4,309
shares
|
$828,577
0.45% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
4,307
shares
|
$828,193
0.06% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
4,267
shares
|
$820,501
0.1% of portfolio
|
Q3 2025
Reduced 56.02%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,230
shares
|
$813,386
0.04% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
4,222
shares
|
$811,848
0.21% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
4,220
shares
|
$811,463
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
4,174
shares
|
$802,618
0.0% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,172
shares
|
$802,233
0.09% of portfolio
|
Q2 2024
Reduced 77.45%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
4,133
shares
|
$794,734
0.69% of portfolio
|
Q3 2025
Added 38.27%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
4,115
shares
|
$791,273
0.0% of portfolio
|
Q2 2025
Reduced 18.13%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,095
shares
|
$787,427
0.14% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,083
shares
|
$785,120
0.24% of portfolio
|
Q4 2024
Reduced 56.69%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
4,082
shares
|
$784,927
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
4,076
shares
|
$783,774
0.19% of portfolio
|
Q2 2025
Added 50.8%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
4,057
shares
|
$780,120
0.02% of portfolio
|
Q2 2025
Reduced 30.24%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
4,045
shares
|
$777,813
0.17% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
4,043
shares
|
$777,428
0.03% of portfolio
|
Q4 2024
Added 29.25%
|