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 1,649 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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
651
shares
|
$125,180
0.02% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
645
shares
|
$124,027
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
635
shares
|
$122,104
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
634
shares
|
$121,911
0.02% of portfolio
|
Q2 2025
Reduced 40.41%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
634
shares
|
$121,911
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
632
shares
|
$121,527
0.01% of portfolio
|
Q1 2025
Added 35.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
630
shares
|
$121,142
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
629
shares
|
$120,950
0.01% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
621
shares
|
$119,412
0.06% of portfolio
|
Q2 2024
Reduced 95.64%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
612
shares
|
$117,681
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
587
shares
|
$112,874
0.04% of portfolio
|
Q2 2022
Reduced 39.98%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
583
shares
|
$112,105
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
578
shares
|
$111,143
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
570
shares
|
$109,605
0.02% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
568
shares
|
$109,220
0.04% of portfolio
|
Q2 2024
Added 456.86%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
562
shares
|
$108,066
0.08% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
558
shares
|
$107,297
0.03% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
544
shares
|
$104,605
0.02% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
536
shares
|
$103,067
0.0% of portfolio
|
Q2 2025
Added 530.59%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
524
shares
|
$100,759
0.01% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
507
shares
|
$97,491
0.02% of portfolio
|
Q3 2025
Reduced 20.41%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
501
shares
|
$96,337
0.05% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
500
shares
|
$96,145
0.03% of portfolio
|
Q1 2025
Reduced 14.82%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
499
shares
|
$95,952
0.01% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
492
shares
|
$94,606
0.01% of portfolio
|
Q2 2025
Added 24.87%
|