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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,652
shares
|
$509,953
0.04% of portfolio
|
Q3 2022
Added 39.44%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
2,644
shares
|
$508,414
0.05% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,642
shares
|
$508,030
0.03% of portfolio
|
Q3 2022
Added 11.85%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,641
shares
|
$507,837
0.09% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,636
shares
|
$506,876
0.25% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
2,606
shares
|
$501,107
0.09% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
2,600
shares
|
$499,954
0.15% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
2,597
shares
|
$499,377
0.02% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
2,592
shares
|
$498,415
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
2,592
shares
|
$498,415
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
2,588
shares
|
$497,646
0.09% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
2,585
shares
|
$497,069
0.22% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,580
shares
|
$496,108
0.04% of portfolio
|
Q2 2024
Added 3.53%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,578
shares
|
$495,723
0.03% of portfolio
|
Q2 2024
Added 111.14%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,575
shares
|
$495,146
0.45% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,570
shares
|
$494,185
0.06% of portfolio
|
Q2 2025
Reduced 65.8%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,553
shares
|
$490,916
0.02% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,552
shares
|
$490,724
0.03% of portfolio
|
Q1 2022
Reduced 5.8%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 22, 2025 Q3 2025 |
2,548
shares
|
$489,954
0.13% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
2,523
shares
|
$485,147
0.01% of portfolio
|
Q3 2025
Added 80.47%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,517
shares
|
$483,993
0.17% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,504
shares
|
$481,494
0.11% of portfolio
|
Q3 2025
Added 43.09%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
2,503
shares
|
$481,301
0.2% of portfolio
|
Q2 2025
Added 15.03%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
2,492
shares
|
$479,186
0.04% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
2,490
shares
|
$478,802
0.04% of portfolio
|
Q2 2025
New holding
|