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 |
|---|---|---|---|---|---|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
2,257
shares
|
$433,998
0.01% of portfolio
|
Q2 2025
Added 72.95%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,251
shares
|
$432,844
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
2,244
shares
|
$431,498
0.16% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,242
shares
|
$431,114
0.08% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
2,240
shares
|
$430,729
0.2% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
2,235
shares
|
$429,768
0.33% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
2,231
shares
|
$428,998
0.32% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
2,230
shares
|
$428,806
0.02% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
2,203
shares
|
$423,614
0.27% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
2,200
shares
|
$423,038
0.01% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,194
shares
|
$421,884
0.19% of portfolio
|
Q2 2025
Reduced 20.45%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
2,189
shares
|
$420,922
0.02% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,188
shares
|
$420,730
0.04% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,179
shares
|
$418,999
0.03% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
2,178
shares
|
$418,807
0.03% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,170
shares
|
$417,269
0.03% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
2,170
shares
|
$417,269
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,160
shares
|
$415,346
0.07% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
2,156
shares
|
$414,577
0.03% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
2,138
shares
|
$411,116
0.15% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,119
shares
|
$407,462
0.07% of portfolio
|
Q2 2025
Added 324.65%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
2,114
shares
|
$406,501
0.02% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
2,113
shares
|
$406,308
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
2,101
shares
|
$404,001
0.01% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
2,091
shares
|
$402,078
0.01% of portfolio
|
Q3 2025
Added 35.16%
|