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 |
|---|---|---|---|---|---|
|
New England Professional Planning Group Inc.
|
Oct 14, 2025 Q3 2025 |
4,022
shares
|
$773,390
0.34% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
4,002
shares
|
$769,544
0.01% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
3,927
shares
|
$755,122
0.4% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
3,923
shares
|
$754,353
0.0% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
3,921
shares
|
$753,969
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Oct 14, 2025 Q3 2025 |
3,920
shares
|
$753,776
0.09% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
3,919
shares
|
$753,584
0.08% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
3,894
shares
|
$748,777
0.02% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
3,889
shares
|
$747,815
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,886
shares
|
$747,238
0.12% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
3,860
shares
|
$742,239
0.06% of portfolio
|
Q2 2025
Added 60.83%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
3,851
shares
|
$740,508
0.54% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
3,841
shares
|
$738,585
0.01% of portfolio
|
Q1 2025
Reduced 61.85%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
3,839
shares
|
$738,201
0.3% of portfolio
|
Q1 2023
Reduced 26.74%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
3,759
shares
|
$722,818
0.0% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
3,758
shares
|
$722,625
0.52% of portfolio
|
Q2 2025
Reduced 14.73%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
3,757
shares
|
$722,433
0.32% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
3,752
shares
|
$721,472
0.0% of portfolio
|
Q2 2025
Reduced 98.51%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,730
shares
|
$717,241
0.33% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
3,730
shares
|
$717,241
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
3,699
shares
|
$711,280
0.06% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
3,689
shares
|
$709,357
0.17% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
3,652
shares
|
$702,243
0.02% of portfolio
|
Q2 2025
Reduced 79.98%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
3,627
shares
|
$697,435
0.04% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,627
shares
|
$697,435
0.06% of portfolio
|
Q2 2025
Added 142.45%
|