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 |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
2,483
shares
|
$477,456
0.19% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
2,475
shares
|
$475,917
0.01% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
2,461
shares
|
$473,225
0.06% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,460
shares
|
$473,033
0.01% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Oct 29, 2025 Q3 2025 |
2,460
shares
|
$473,033
0.57% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,442
shares
|
$469,572
0.03% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
2,441
shares
|
$469,379
0.2% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,438
shares
|
$468,803
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
2,429
shares
|
$467,072
0.34% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
2,426
shares
|
$466,495
0.05% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
2,417
shares
|
$464,764
0.28% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
2,414
shares
|
$464,188
0.24% of portfolio
|
Q2 2025
Added 56.55%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
2,409
shares
|
$463,226
0.33% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
2,400
shares
|
$461,496
0.15% of portfolio
|
Q3 2025
Added 59.89%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
2,388
shares
|
$459,188
0.09% of portfolio
|
Q3 2025
Reduced 21.58%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,377
shares
|
$457,073
0.01% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
2,376
shares
|
$456,881
0.13% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,375
shares
|
$456,688
0.13% of portfolio
|
Q2 2025
Reduced 24.65%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
2,360
shares
|
$453,804
0.04% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,347
shares
|
$451,304
0.35% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
2,346
shares
|
$451,112
0.07% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
2,337
shares
|
$449,381
0.17% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
2,309
shares
|
$443,997
0.01% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,307
shares
|
$443,613
0.06% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
2,307
shares
|
$443,613
0.01% of portfolio
|
Q3 2025
Reduced 99.39%
|