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 1,686 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
31
shares
|
$6,025
0.0% of portfolio
|
Q3 2025
Reduced 71.82%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
25
shares
|
$4,859
0.01% of portfolio
|
Q2 2025
Reduced 69.51%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
24
shares
|
$4,665
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
24
shares
|
$4,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
23
shares
|
$4,470
0.0% of portfolio
|
Q2 2025
Reduced 73.86%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
21
shares
|
$4,081
0.0% of portfolio
|
Q3 2024
Added 90.91%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
21
shares
|
$4,081
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
21
shares
|
$4,081
0.0% of portfolio
|
Q3 2025
Reduced 99.75%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
21
shares
|
$4,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
20
shares
|
$3,887
0.0% of portfolio
|
Q2 2023
Reduced 99.72%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
19
shares
|
$3,693
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
18
shares
|
$3,498
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
17
shares
|
$3,304
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
16
shares
|
$3,110
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
15
shares
|
$2,915
0.0% of portfolio
|
Q1 2023
Reduced 55.88%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
14
shares
|
$2,721
0.0% of portfolio
|
Q2 2024
Reduced 46.15%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
12
shares
|
$2,332
0.0% of portfolio
|
Q4 2024
Reduced 99.7%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
12
shares
|
$2,332
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
12
shares
|
$2,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
11
shares
|
$2,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
11
shares
|
$2,138
0.0% of portfolio
|
Q3 2025
Reduced 35.29%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
10
shares
|
$1,943
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
9
shares
|
$1,749
0.0% of portfolio
|
Q1 2023
Added 800.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
9
shares
|
$1,749
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
9
shares
|
$1,749
0.0% of portfolio
|
Q3 2025
New holding
|
|