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 $48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
950
shares
|
$182,675
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
922
shares
|
$177,291
0.0% of portfolio
|
Q2 2025
Added 108.13%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
913
shares
|
$175,560
0.01% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
904
shares
|
$173,830
0.01% of portfolio
|
Q3 2025
Added 46.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
878
shares
|
$168,830
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
870
shares
|
$167,292
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
848
shares
|
$163,061
0.05% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
843
shares
|
$162,100
0.07% of portfolio
|
Q4 2023
Reduced 4.96%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
837
shares
|
$160,946
0.05% of portfolio
|
Q1 2025
Reduced 40.64%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
833
shares
|
$160,177
0.15% of portfolio
|
Q3 2025
Reduced 16.87%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
828
shares
|
$159,216
0.0% of portfolio
|
Q3 2025
Added 46.03%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Sep 29, 2025 Q2 2025 |
810
shares
|
$155,754
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
805
shares
|
$154,793
0.01% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
773
shares
|
$148,640
0.07% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
759
shares
|
$145,948
0.05% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
746
shares
|
$143,448
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
745
shares
|
$143,256
0.04% of portfolio
|
Q2 2025
Added 35.21%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
718
shares
|
$138,064
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
701
shares
|
$134,795
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
690
shares
|
$132,680
0.01% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
683
shares
|
$131,334
0.02% of portfolio
|
Q3 2025
Added 464.46%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
681
shares
|
$130,949
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
679
shares
|
$130,564
0.02% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
676
shares
|
$129,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
671
shares
|
$129,026
0.01% of portfolio
|
Q3 2024
Added 28.3%
|