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 |
|---|---|---|---|---|---|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
2,889
shares
|
$555,525
0.17% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
2,886
shares
|
$554,948
0.32% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,852
shares
|
$548,411
0.06% of portfolio
|
Q3 2025
Added 64.86%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,848
shares
|
$547,641
0.01% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
2,836
shares
|
$545,334
0.48% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,830
shares
|
$544,180
0.02% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
2,826
shares
|
$543,411
0.1% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
2,816
shares
|
$541,488
0.0% of portfolio
|
Q2 2025
Reduced 41.25%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,806
shares
|
$539,565
0.04% of portfolio
|
Q4 2022
Added 4.62%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
2,800
shares
|
$538,412
0.19% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
2,783
shares
|
$535,143
0.25% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
2,776
shares
|
$533,797
0.42% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
2,774
shares
|
$533,412
0.01% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
2,763
shares
|
$531,297
0.21% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,751
shares
|
$528,989
0.0% of portfolio
|
Q2 2025
Reduced 95.48%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
2,741
shares
|
$527,066
0.28% of portfolio
|
Q2 2025
Added 114.98%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,735
shares
|
$525,913
0.08% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
2,731
shares
|
$525,143
0.05% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,718
shares
|
$522,644
0.06% of portfolio
|
Q3 2025
Added 26.36%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
2,708
shares
|
$520,721
0.12% of portfolio
|
Q3 2025
Reduced 21.0%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
2,701
shares
|
$519,375
0.02% of portfolio
|
Q2 2025
Reduced 22.16%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 31, 2025 Q3 2025 |
2,684
shares
|
$516,106
0.36% of portfolio
|
Q3 2025
Added 20.3%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
2,675
shares
|
$514,375
0.22% of portfolio
|
Q2 2025
Added 21.37%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
2,672
shares
|
$513,798
0.06% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,664
shares
|
$512,260
0.01% of portfolio
|
Q2 2025
Added 39.92%
|