Who Owns iShares MSCI USA Quality Factor ETF (QUAL)? -- Institutional Holders (2026-06-30)

Name: iShares MSCI USA Quality Factor ETF (QUAL) Institutional Holders (2026-06-30)
Creator: ko.io

1,745 institutions reported holding $37.84B of iShares MSCI USA Quality Factor ETF (QUAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($4.28B), LPL Financial LLC ($2.93B), BANK OF AMERICA CORP /DE/ ($1.86B), MORGAN STANLEY ($1.70B), ENVESTNET ASSET MANAGEMENT INC ($1.66B). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	FMR LLC	$4.28B	19.5M	Added
2	LPL Financial LLC	$2.93B	13.3M	Trimmed
3	BANK OF AMERICA CORP /DE/	$1.86B	8.5M	Trimmed
4	MORGAN STANLEY	$1.70B	7.8M	Trimmed
5	ENVESTNET ASSET MANAGEMENT INC	$1.66B	7.6M	Trimmed
6	PNC Financial Services Group, Inc.	$1.25B	5.7M	Trimmed
7	AMERIPRISE FINANCIAL INC	$1.02B	4.9M	Trimmed
8	WELLS FARGO & COMPANY/MN	$846.2M	3.9M	Trimmed
9	Cerity Partners LLC	$845.8M	3.9M	Trimmed
10	UBS Group AG	$779.5M	3.6M	Trimmed
11	Orgel Wealth Management, LLC	$736.9M	3.4M	Added
12	Facet Wealth, Inc.	$724.2M	3.3M	Added
13	M&T Bank Corp	$672.7M	3.1M	Added
14	Blue Trust, Inc.	$594.6M	2.7M	Added
15	JPMORGAN CHASE & CO	$521.4M	2.4M	Trimmed
16	KEYBANK NATIONAL ASSOCIATION/OH	$502.4M	2.3M	Trimmed
17	BlackRock, Inc.	$414.7M	1.9M	Trimmed
18	Haverford Trust Co	$401.9M	1.8M	Added
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$393.8M	1.8M	Added
20	RAYMOND JAMES FINANCIAL INC	$373.6M	1.7M	Trimmed
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$354.0M	1.6M	Trimmed
22	Royal Bank of Canada	$350.1M	1.6M	Trimmed
23	Focus Partners Wealth	$324.1M	1.5M	Trimmed
24	Sixth Street Partners Management Company, L.P.	$316.6M	1.4M	New
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$316.6M	1.4M	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30