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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
139,484
shares
|
$26.8 Million
0.38% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
136,889
shares
|
$26.3 Million
8.49% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
136,279
shares
|
$26.2 Million
0.25% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
136,159
shares
|
$26.2 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
134,311
shares
|
$25.8 Million
5.72% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
134,051
shares
|
$25.8 Million
13.33% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
131,957
shares
|
$25.4 Million
4.63% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
131,808
shares
|
$25.3 Million
4.63% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
130,583
shares
|
$25.1 Million
1.17% of portfolio
|
Q3 2022
Added 9.22%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
130,413
shares
|
$25.1 Million
0.73% of portfolio
|
Q2 2025
Added 62.23%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
129,755
shares
|
$25 Million
7.41% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
129,458
shares
|
$24.9 Million
2.66% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
129,214
shares
|
$24.8 Million
3.7% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
128,858
shares
|
$24.8 Million
8.54% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
128,651
shares
|
$24.7 Million
1.67% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
128,492
shares
|
$24.7 Million
1.88% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
126,534
shares
|
$24.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
125,216
shares
|
$24.1 Million
2.36% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
125,015
shares
|
$24 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
124,973
shares
|
$24 Million
0.92% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
124,056
shares
|
$23.9 Million
0.35% of portfolio
|
Q2 2025
Reduced 35.03%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
122,225
shares
|
$23.5 Million
20.28% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
122,067
shares
|
$23.5 Million
0.59% of portfolio
|
Q3 2025
Added 178.51%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
121,234
shares
|
$23.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 79.59%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
120,359
shares
|
$23.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 57.25%
|