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 1,647 institutions that hold shares in the stock, with a total of 253 Million shares, which have been reported (via 13F filing form) to have a value of $47 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
|
$6.03 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
|
$3.61 Billion
1.26% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
10,128,212
shares
|
$1.88 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
|
$1.39 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
|
$1.31 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
|
$1.29 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
|
$1.05 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
|
$967 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,974,152
shares
|
$923 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,002,949
shares
|
$743 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,755,880
shares
|
$697 Million
1.25% of portfolio
|
Q2 2025
Added 39.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,454,291
shares
|
$641 Million
1.82% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,387,135
shares
|
$629 Million
2.18% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
3,315,645
shares
|
$616 Million
2.12% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,174,983
shares
|
$589 Million
2.2% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,954,525
shares
|
$549 Million
13.76% of portfolio
|
Q2 2025
Added 56.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,660,950
shares
|
$494 Million
5.86% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,503,203
shares
|
$465 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
|
$461 Million
0.64% of portfolio
|
Q2 2025
Added 13080.88%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
2,464,931
shares
|
$458 Million
4.14% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,437,924
shares
|
$453 Million
1.13% of portfolio
|
Q2 2025
Added 72284.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,418,092
shares
|
$449 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
|
$445 Million
1.8% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,113,609
shares
|
$392 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,984,988
shares
|
$369 Million
0.48% of portfolio
|
Q2 2025
Added 2.32%
|