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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,067
shares
|
$397,463
0.03% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
2,067
shares
|
$397,463
0.04% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
2,062
shares
|
$396,501
0.03% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
2,057
shares
|
$395,540
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
2,055
shares
|
$395,155
0.07% of portfolio
|
Q2 2025
Added 542.19%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
2,029
shares
|
$390,156
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
2,018
shares
|
$388,041
0.07% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
2,011
shares
|
$386,695
0.11% of portfolio
|
Q2 2025
Reduced 23.42%
|
|
|
Schwab Charitable Fund
|
Oct 27, 2025 Q3 2025 |
2,010
shares
|
$386,502
0.01% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
2,005
shares
|
$385,541
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
2,003
shares
|
$385,156
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,000
shares
|
$384,580
0.12% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Corundum Group, Inc.
|
Oct 24, 2025 Q3 2025 |
1,994
shares
|
$383,426
0.16% of portfolio
|
Q4 2024
Added 53.38%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
1,979
shares
|
$380,541
0.13% of portfolio
|
Q3 2025
Reduced 20.14%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
1,975
shares
|
$379,772
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
1,969
shares
|
$378,619
0.03% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,964
shares
|
$377,657
0.09% of portfolio
|
Q3 2021
Added 0.05%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,960
shares
|
$376,888
0.04% of portfolio
|
Q1 2025
Added 573.54%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
1,958
shares
|
$376,503
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,949
shares
|
$374,773
0.21% of portfolio
|
Q2 2024
Added 78.15%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
1,941
shares
|
$373,234
0.15% of portfolio
|
Q3 2025
Reduced 8.4%
|