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 |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
164,333
shares
|
$31.6 Million
3.26% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
163,142
shares
|
$31.4 Million
3.49% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
163,122
shares
|
$31.4 Million
2.06% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
163,028
shares
|
$31.3 Million
5.43% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
161,963
shares
|
$31.1 Million
7.07% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
161,946
shares
|
$31.1 Million
2.43% of portfolio
|
Q3 2023
Reduced 24.27%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
160,669
shares
|
$30.9 Million
0.41% of portfolio
|
Q2 2025
Reduced 26.56%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
159,969
shares
|
$30.8 Million
0.51% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
159,796
shares
|
$30.7 Million
6.5% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
156,115
shares
|
$30 Million
2.35% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
153,841
shares
|
$29.6 Million
4.68% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
153,118
shares
|
$29.4 Million
4.87% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
152,870
shares
|
$29.4 Million
3.26% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
152,203
shares
|
$29.3 Million
4.14% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
152,014
shares
|
$29.2 Million
4.42% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
150,749
shares
|
$29 Million
0.0% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
150,184
shares
|
$28.9 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
149,913
shares
|
$28.8 Million
4.49% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
149,619
shares
|
$28.8 Million
8.03% of portfolio
|
Q3 2025
Added 846.06%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
148,691
shares
|
$28.6 Million
8.56% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
148,664
shares
|
$28.6 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
148,156
shares
|
$28.5 Million
3.27% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
148,054
shares
|
$28.5 Million
4.91% of portfolio
|
Q3 2025
Reduced 31.46%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
144,451
shares
|
$27.8 Million
5.13% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
140,048
shares
|
$26.9 Million
14.46% of portfolio
|
Q2 2025
Added 3.64%
|