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 |
|---|---|---|---|---|---|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,625
shares
|
$697,051
0.22% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,616
shares
|
$695,320
0.06% of portfolio
|
Q2 2023
Reduced 24.16%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
3,614
shares
|
$694,936
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
3,607
shares
|
$693,590
0.57% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,594
shares
|
$691,090
0.39% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Northside Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
3,582
shares
|
$688,782
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,566
shares
|
$685,706
0.03% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
3,549
shares
|
$682,437
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,543
shares
|
$681,283
0.04% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
3,541
shares
|
$680,898
0.25% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,536
shares
|
$679,937
0.25% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
3,525
shares
|
$677,822
5.78% of portfolio
|
Q1 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
3,515
shares
|
$675,899
0.07% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
3,514
shares
|
$675,707
0.54% of portfolio
|
Q2 2025
Reduced 48.59%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
3,477
shares
|
$668,592
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
3,437
shares
|
$660,900
0.04% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
3,433
shares
|
$660,131
0.26% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
3,431
shares
|
$659,746
0.28% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,427
shares
|
$658,977
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,415
shares
|
$656,670
0.21% of portfolio
|
Q1 2023
Reduced 49.67%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
3,415
shares
|
$656,670
0.53% of portfolio
|
Q2 2025
Added 84.89%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
3,400
shares
|
$653,786
0.03% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,399
shares
|
$653,593
0.07% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,388
shares
|
$651,478
0.14% of portfolio
|
Q2 2025
Added 101.31%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
3,377
shares
|
$649,363
0.04% of portfolio
|
Q2 2025
Added 13.51%
|