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 |
|---|---|---|---|---|---|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
1,920
shares
|
$369,196
0.11% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,920
shares
|
$369,196
0.0% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
1,918
shares
|
$368,812
0.51% of portfolio
|
Q3 2025
Reduced 13.53%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
1,904
shares
|
$366,120
0.06% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,898
shares
|
$364,966
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
1,883
shares
|
$362,082
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,877
shares
|
$360,928
0.01% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,872
shares
|
$359,966
0.1% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
1,868
shares
|
$359,197
0.1% of portfolio
|
Q3 2025
Reduced 12.46%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,867
shares
|
$359,005
0.12% of portfolio
|
Q4 2023
Reduced 22.76%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
1,866
shares
|
$358,813
0.01% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,864
shares
|
$358,428
0.04% of portfolio
|
Q2 2025
Reduced 46.17%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,856
shares
|
$356,890
0.13% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
1,844
shares
|
$354,582
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,839
shares
|
$353,621
0.02% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
1,834
shares
|
$352,659
0.26% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
1,819
shares
|
$349,775
0.42% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,819
shares
|
$349,775
0.0% of portfolio
|
Q2 2023
Added 0.11%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
1,819
shares
|
$349,775
0.21% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
1,814
shares
|
$348,814
0.01% of portfolio
|
Q3 2025
Reduced 40.49%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
1,813
shares
|
$348,621
0.03% of portfolio
|
Q1 2025
Added 29.78%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,804
shares
|
$346,891
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
1,800
shares
|
$346,122
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
1,800
shares
|
$346,122
0.09% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
1,795
shares
|
$345,160
0.02% of portfolio
|
Q2 2025
Added 11.21%
|