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Who owns QUALWhat QUAL owns — n/a

Who owns iShares MSCI USA Quality Factor ETF?

Institutional ownership of QUAL from SEC Form 13F filings across 742 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.

742

13F holders

$30.02B

value, 2026 filers

65.9%

of shares outstanding (139.9M sh)

70

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1FMR LLC19.5M$4.28B0.2%9.2%+7.9%
2LPL Financial LLC13.3M$2.93B0.7%6.3%-17.5%
3BANK OF AMERICA CORP /DE/8.5M$1.86B0.1%4%-2.9%
4MORGAN STANLEY7.8M$1.70B0.1%3.7%-14.4%
5ENVESTNET ASSET MANAGEMENT INC7.6M$1.66B0.4%3.6%-57.5%
6PNC Financial Services Group, Inc.5.7M$1.25B0.7%2.7%-6.9%
7AMERIPRISE FINANCIAL INC4.9M$1.02B0.2%2.3%-9.6%
8WELLS FARGO & COMPANY/MN3.9M$846.2M0.1%1.8%-2.8%
9Cerity Partners LLC3.9M$845.8M1.0%1.8%-3.7%
10UBS Group AG3.6M$779.5M0.1%1.7%-5.8%
11M&T Bank Corp3.1M$672.7M2.0%1.4%+7.4%
12Blue Trust, Inc.2.7M$594.6M6.2%1.3%+0.6%
13JPMORGAN CHASE & CO2.4M$521.4M0.0%1.1%-42.7%
14KEYBANK NATIONAL ASSOCIATION/OH2.3M$502.4M1.7%1.1%-9.2%
15BlackRock, Inc.1.9M$414.7M0.0%0.9%-39.4%
16Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1.8M$393.8M5.7%0.8%+1.6%
17RAYMOND JAMES FINANCIAL INC1.7M$373.6M0.1%0.8%-10.5%
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.6M$354.0M0.2%0.8%-15.1%
19ROYAL BANK OF CANADA1.6M$350.1M0.1%0.8%-10.2%
20Focus Partners Wealth1.5M$324.1M0.3%0.7%-38.5%
21Sixth Street Partners Management Company, L.P.NEW1.4M$316.6M54.7%0.7%new
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.4M$316.6M0.0%0.7%-3.9%
23HighTower Advisors, LLC1.3M$295.9M0.3%0.6%-0.1%
24MERCER GLOBAL ADVISORS INC /ADV1.2M$253.9M0.3%0.5%-0.4%
25Jupiter Topco LLCNEW1.1M$231.9M0.1%0.5%new

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.