13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
QUAL

ISHARES MSCI USA QUALITY FAC

1,751 institutions still hold ISHARES MSCI USA QUALITY FAC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46432F339·Exchange Traded Fund·1,751 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$22.5B
visible holders
Holders
1,751
filers reporting
Concentration
19.04%
FMR LLC #1
top holder share
AI Holders Summary · Q2 2026

1,751 institutions reported QUAL in Q2 2026. FMR LLC leads at 19.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$4.3B19.5M0.19%Q2 202602
LPL Financial LLC
CIK 0001403438
$2.9B13.3M0.66%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.9B8.5M0.12%Q2 202604
MORGAN STANLEY
CIK 0000895421
$1.7B7.8M0.09%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1.7B7.6M0.39%Q2 202606
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$1.2B6.2M0.74%Q4 202507
AMERIPRISE FINANCIAL INC
CIK 0000820027
$1.0B4.9M0.21%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$846M3.9M0.14%Q2 202609
Cerity Partners LLC
CIK 0001566475
$846M3.9M1.02%Q2 202610
UBS Group AG
CIK 0001610520
$779M3.6M0.10%Q2 202611
Orgel Wealth Management, LLC
CIK 0001658535
$737M3.4M13.98%Q2 202612
Facet Wealth, Inc.
CIK 0001748271
$724M3.3M10.38%Q2 202613
M&T BANK CORP
CIK 0000036270
$673M3.1M1.97%Q2 202614
Blue Trust, Inc.
CIK 0001856022
$595M2.7M6.23%Q2 202615
JPMORGAN CHASE & CO
CIK 0000019617
$521M2.4M0.03%Q2 202616
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$502M2.3M1.65%Q2 202617
BlackRock, Inc.
CIK 0002012383
$415M1.9M0.01%Q2 202618
Haverford Trust Co
CIK 0000842941
$402M1.8M3.47%Q2 202619
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$394M1.8M5.75%Q2 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$374M1.7M0.10%Q2 2026
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