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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
150
shares
|
$28,843
0.01% of portfolio
|
Q2 2024
Reduced 69.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
150
shares
|
$28,843
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
150
shares
|
$28,843
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
150
shares
|
$28,843
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
150
shares
|
$28,843
0.01% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
145
shares
|
$27,882
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
142
shares
|
$27,305
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
141
shares
|
$27,112
0.0% of portfolio
|
Q1 2025
Reduced 20.79%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
140
shares
|
$26,920
0.06% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
128
shares
|
$24,613
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
128
shares
|
$24,613
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
123
shares
|
$23,651
0.01% of portfolio
|
Q3 2024
Reduced 46.98%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
123
shares
|
$23,651
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
121
shares
|
$23,267
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
120
shares
|
$23,074
0.0% of portfolio
|
Q1 2024
Added 60.0%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
114
shares
|
$21,921
0.01% of portfolio
|
Q2 2024
Reduced 55.29%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
110
shares
|
$21,151
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
100
shares
|
$19,229
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
99
shares
|
$19,036
0.0% of portfolio
|
Q3 2025
Reduced 72.42%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
97
shares
|
$18,652
0.01% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
95
shares
|
$18,267
0.01% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
90
shares
|
$17,306
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
90
shares
|
$17,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
89
shares
|
$17,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
87
shares
|
$16,729
0.01% of portfolio
|
Q1 2025
New holding
|