Who owns iShares MSCI USA Quality Factor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of QUAL from SEC Form 13F filings across 1,646 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,646 institutions disclosed 171.3M shares of iShares MSCI USA Quality Factor ETF worth $37.48B — about 80.7% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
1,646
13F holders
$37.48B
value, 2026 filers
80.7%
of shares outstanding (171.3M sh)
164
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of QUAL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 19.5M | $4.28B | 0.2% | 9.2% | +7.9% |
| 2 | LPL Financial LLC | 13.3M | $2.93B | 0.7% | 6.3% | -17.5% |
| 3 | BANK OF AMERICA CORP /DE/ | 8.5M | $1.86B | 0.1% | 4% | -2.9% |
| 4 | MORGAN STANLEY | 7.8M | $1.70B | 0.1% | 3.7% | -14.4% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 7.6M | $1.66B | 0.4% | 3.6% | -57.5% |
| 6 | PNC Financial Services Group, Inc. | 5.7M | $1.25B | 0.6% | 2.7% | -6.9% |
| 7 | AMERIPRISE FINANCIAL INC | 4.9M | $1.02B | 0.2% | 2.3% | -9.6% |
| 8 | WELLS FARGO & COMPANY/MN | 3.9M | $846.2M | 0.1% | 1.8% | -2.8% |
| 9 | Cerity Partners LLC | 3.9M | $845.8M | 1.0% | 1.8% | -3.7% |
| 10 | UBS Group AG | 3.6M | $779.5M | 0.1% | 1.7% | -5.8% |
| 11 | Orgel Wealth Management, LLC | 3.4M | $736.9M | 14.0% | 1.6% | +2.0% |
| 12 | Facet Wealth, Inc. | 3.3M | $724.2M | 10.4% | 1.6% | +11.3% |
| 13 | M&T Bank Corp | 3.1M | $672.7M | 2.0% | 1.4% | +7.4% |
| 14 | Blue Trust, Inc. | 2.7M | $594.6M | 6.2% | 1.3% | +0.6% |
| 15 | JPMORGAN CHASE & CO | 2.4M | $521.4M | 0.0% | 1.1% | -42.7% |
| 16 | KEYBANK NATIONAL ASSOCIATION/OH | 2.3M | $502.4M | 1.7% | 1.1% | -9.2% |
| 17 | BlackRock, Inc. | 1.9M | $414.7M | 0.0% | 0.9% | -39.4% |
| 18 | Haverford Trust Co | 1.8M | $401.9M | 3.5% | 0.9% | +3.0% |
| 19 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.8M | $393.8M | 5.7% | 0.8% | +1.6% |
| 20 | RAYMOND JAMES FINANCIAL INC | 1.7M | $373.6M | 0.1% | 0.8% | -10.5% |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.6M | $354.0M | 0.2% | 0.8% | -15.1% |
| 22 | ROYAL BANK OF CANADA | 1.6M | $350.1M | 0.1% | 0.8% | -10.2% |
| 23 | Focus Partners Wealth | 1.5M | $324.1M | 0.3% | 0.7% | -38.5% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $316.6M | 0.0% | 0.7% | -3.9% |
| 25 | HighTower Advisors, LLC | 1.3M | $295.9M | 0.3% | 0.6% | -0.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.