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 1,685 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
26,102,345
shares
|
$5.07 Billion
1.57% of portfolio
|
Q3 2025
Reduced 19.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
18,522,897
shares
|
$3.6 Billion
1.13% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
9,583,839
shares
|
$1.86 Billion
0.12% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
7,144,663
shares
|
$1.39 Billion
0.1% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,755,853
shares
|
$1.31 Billion
0.81% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
6,381,913
shares
|
$1.24 Billion
0.08% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,661,343
shares
|
$1.1 Billion
0.02% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,564,319
shares
|
$887 Million
0.21% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,302,513
shares
|
$836 Million
0.16% of portfolio
|
Q3 2025
Reduced 17.4%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,910,245
shares
|
$760 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,709,017
shares
|
$721 Million
1.19% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,247,550
shares
|
$631 Million
1.9% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
3,180,978
shares
|
$618 Million
2.14% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
3,050,553
shares
|
$593 Million
13.98% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
2,868,882
shares
|
$558 Million
1.99% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,737,919
shares
|
$532 Million
6.12% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
2,628,686
shares
|
$511 Million
10.59% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
2,494,581
shares
|
$485 Million
1.42% of portfolio
|
Q3 2025
Reduced 27.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,251,190
shares
|
$438 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,051,686
shares
|
$399 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,040,575
shares
|
$397 Million
0.13% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,931,800
shares
|
$376 Million
0.64% of portfolio
|
Q3 2025
Added 99.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
1,905,416
shares
|
$370 Million
1.55% of portfolio
|
Q3 2025
Reduced 20.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,835,881
shares
|
$357 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,724,635
shares
|
$335 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.99%
|
|