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 |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
289
shares
|
$55,571
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
286
shares
|
$54,994
0.0% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
285
shares
|
$54,802
0.01% of portfolio
|
Q1 2025
Reduced 42.42%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
284
shares
|
$54,610
0.03% of portfolio
|
Q4 2024
Added 18.83%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
283
shares
|
$54,418
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
280
shares
|
$53,841
0.01% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
279
shares
|
$53,648
0.03% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
265
shares
|
$50,956
0.01% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
260
shares
|
$49,995
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
254
shares
|
$48,841
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
253
shares
|
$48,649
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
251
shares
|
$48,264
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
250
shares
|
$48,072
0.02% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
249
shares
|
$47,880
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
246
shares
|
$47,303
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
244
shares
|
$46,918
0.01% of portfolio
|
Q1 2025
Added 58.44%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
241
shares
|
$46,341
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
232
shares
|
$44,611
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
226
shares
|
$43,457
0.01% of portfolio
|
Q4 2024
Reduced 51.5%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
226
shares
|
$43,457
0.03% of portfolio
|
Q2 2025
Reduced 54.71%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
223
shares
|
$42,880
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
220
shares
|
$42,303
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
218
shares
|
$41,919
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
218
shares
|
$41,919
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
218
shares
|
$41,919
0.03% of portfolio
|
Q1 2025
New holding
|