13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
QUAL

ISHARES MSCI USA QUALITY FAC

1,738 institutions still hold ISHARES MSCI USA QUALITY FAC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46432F339·Exchange Traded Fund·1,738 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.0%
vs prior quarter
13F value held
$23.2B
74.0% inst. owned
of float
Holders
1,738
+86 QoQ
filers reporting
Activity
+8 / −86
+906 added · −739 reduced
this quarter
Concentration
14.92%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

1,738 institutions reported QUAL in Q1 2026. FMR LLC leads at 14.9% of the visible book. +86 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$3.5B18.1M0.18%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3.4B17.8M0.91%Q1 202603
LPL Financial LLC
CIK 0001403438
$3.1B16.2M0.82%Q1 202604
MORGAN STANLEY
CIK 0000895421
$1.7B9.1M0.10%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.7B8.7M0.12%Q1 202606
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$1.2B6.2M0.74%Q4 202507
AMERIPRISE FINANCIAL INC
CIK 0000820027
$1.0B5.4M0.24%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$780M4.2M0.05%Q1 202609
Cerity Partners LLC
CIK 0001566475
$767M4.0M1.08%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$761M4.0M0.14%Q1 202611
UBS Group AG
CIK 0001610520
$724M3.8M0.11%Q1 202612
Orgel Wealth Management, LLC
CIK 0001658535
$632M3.3M13.61%Q1 202613
BlackRock, Inc.
CIK 0002012383
$598M3.1M0.01%Q1 202614
Facet Wealth, Inc.
CIK 0001748271
$569M3.0M9.86%Q1 202615
M&T BANK CORP
CIK 0000036270
$548M2.9M1.87%Q1 202616
Blue Trust, Inc.
CIK 0001856022
$517M2.7M5.91%Q1 202617
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$484M2.5M1.77%Q1 202618
Focus Partners Wealth
CIK 0001542153
$474M2.4M0.54%Q4 202519
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$365M1.9M0.11%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$365M1.9M0.22%Q1 2026
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