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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
32,478,050
shares
|
$6.25 Billion
1.82% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
19,465,105
shares
|
$3.74 Billion
1.26% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
10,128,212
shares
|
$1.95 Billion
0.12% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,468,551
shares
|
$1.44 Billion
0.1% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
7,080,789
shares
|
$1.36 Billion
0.84% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,961,450
shares
|
$1.34 Billion
0.09% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,661,343
shares
|
$1.09 Billion
0.02% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,209,058
shares
|
$1 Billion
0.2% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,974,152
shares
|
$956 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,002,949
shares
|
$770 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,709,017
shares
|
$713 Million
1.19% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,454,291
shares
|
$664 Million
1.82% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
3,315,645
shares
|
$638 Million
2.12% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,247,550
shares
|
$624 Million
1.9% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,174,983
shares
|
$611 Million
2.2% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
3,005,601
shares
|
$578 Million
14.08% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,737,919
shares
|
$526 Million
6.12% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,503,203
shares
|
$481 Million
10.45% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
2,481,960
shares
|
$477 Million
0.64% of portfolio
|
Q2 2025
Added 13080.88%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,437,924
shares
|
$469 Million
1.13% of portfolio
|
Q2 2025
Added 72284.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,418,092
shares
|
$465 Million
0.33% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
2,398,080
shares
|
$461 Million
1.8% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,113,609
shares
|
$406 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
1,983,749
shares
|
$381 Million
3.01% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,978,421
shares
|
$380 Million
0.13% of portfolio
|
Q2 2025
Added 0.49%
|