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 1,648 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $48.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
202,521
shares
|
$38.9 Million
2.0% of portfolio
|
Q2 2025
Reduced 31.52%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
198,042
shares
|
$38.1 Million
4.2% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
196,940
shares
|
$37.9 Million
8.86% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
195,379
shares
|
$37.6 Million
3.8% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
192,751
shares
|
$37.1 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
188,664
shares
|
$36.3 Million
6.4% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
188,632
shares
|
$36.3 Million
0.56% of portfolio
|
Q2 2025
Added 198.01%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
188,562
shares
|
$36.3 Million
0.71% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
186,018
shares
|
$35.8 Million
1.8% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
185,759
shares
|
$35.7 Million
2.88% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
183,013
shares
|
$35.2 Million
6.48% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
182,345
shares
|
$35.1 Million
0.75% of portfolio
|
Q3 2025
Added 16.98%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
176,754
shares
|
$34 Million
5.35% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
175,639
shares
|
$33.8 Million
2.63% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
174,110
shares
|
$33.5 Million
2.76% of portfolio
|
Q2 2024
Added 46.1%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
173,866
shares
|
$33.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 67.97%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
172,820
shares
|
$33.2 Million
1.76% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
171,866
shares
|
$33 Million
2.94% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
169,731
shares
|
$32.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 54.64%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169,324
shares
|
$32.6 Million
1.83% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
169,304
shares
|
$32.6 Million
1.15% of portfolio
|
Q3 2025
Reduced 14.13%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
168,419
shares
|
$32.4 Million
5.71% of portfolio
|
Q2 2025
Reduced 32.73%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
165,569
shares
|
$31.8 Million
1.31% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
165,529
shares
|
$31.8 Million
11.04% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
165,220
shares
|
$31.8 Million
3.63% of portfolio
|
Q3 2025
Added 0.11%
|