ISHARES MSCI USA QUALITYFACTOR ETF

$QUAL
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Smart money positioned

23 of the Top-200 alpha managers hold $QUAL as of the latest 13F snapshot.

13F holders
1,580
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

23 holders · Q1 2026

$QUAL is held by 23 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.37%, with an average of 0.42% of portfolio. Largest holder: Interactive Financial Advisors, Inc. at 4.37%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Interactive Financial Advisors, Inc.
4.37% NEW
α +15.2pts
02
Endeavor Private Wealth, Inc.
1.33% held
α +13.5pts
03
Shufro Rose & Co. LLC
1.07% NEW
α +32.3pts
04
MFA Wealth Services
0.70% NEW
α +16.2pts
05
Svb Wealth LLC
0.60% held
α +29.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 1,580 · Source: 13F-HR
01
Marquette Asset Management, LLC
0.91% of portfolio
17,774,161 sh
02
Lowe Brockenbrough & Co. Inc.
0.72% of portfolio
17,384,376 sh
03
Taconic Capital Advisors LP
0.82% of portfolio
16,156,372 sh
04
State Farm Mutual Automobile Insurance Co.
0.14% of portfolio
8,176,150 sh
05
Holos Integrated Wealth LLC
1.87% of portfolio
7,116,670 sh
06
INCA Investments LLC
0.02% of portfolio
5,193,448 sh
07
Edmond De Rothschild Holding S.a.
13.61% of portfolio
3,292,676 sh
08
Sheaff Brock Investment Advisors, LLC
0.23% of portfolio
2,998,899 sh
09
Silvant Capital Management LLC
9.86% of portfolio
2,965,946 sh
10
Corre Partners Management, LLC
0.51% of portfolio
2,400,332 sh
See all 1,580 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $QUAL in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $QUAL in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 06:59 UTC.