iShares MSCI USA Quality Factor ETF - COMMON STOCK (QUAL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
QUAL
Shares outstanding
240,783,591
Price per share
$202.68
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
204,543,251
Total reported value
$40,590,637,136
% of total 13F portfolios
0.14%
Share change
-30,440,404
Value change
-$6,052,564,437
Number of holders
1,575
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares MSCI USA Quality Factor ETF - COMMON STOCK (QUAL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 7.3% +44% $3,491,183,893 +$577,860,857 17,577,202 +20% FMR LLC 31 Dec 2025

As of 31 Dec 2025, 1,575 institutional investors reported holding 204,543,251 shares of iShares MSCI USA Quality Factor ETF - COMMON STOCK (QUAL). This represents 85% of the company’s total 240,783,591 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares MSCI USA Quality Factor ETF - COMMON STOCK (QUAL) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 7.3% 17,577,202 +12% 0.18% $3,491,183,892
ENVESTNET ASSET MANAGEMENT INC 7% 16,736,082 -36% 0.99% $3,324,118,742
LPL Financial LLC 6.7% 16,176,100 -13% 0.88% $3,212,896,710
MORGAN STANLEY 3.7% 8,969,360 -6.4% 0.11% $1,781,494,526
PNC Financial Services Group, Inc. 2.7% 6,445,591 -4.6% 0.7% $1,280,223,216
BANK OF AMERICA CORP /DE/ 2.7% 6,383,670 -11% 0.09% $1,267,924,557
JPMORGAN CHASE & CO 1.8% 4,451,066 -30% 0.06% $884,071,162
WELLS FARGO & COMPANY/MN 1.7% 4,118,693 -4.3% 0.16% $818,054,665
AMERIPRISE FINANCIAL INC 1.6% 3,955,637 -13% 0.18% $785,449,856
UBS Group AG 1.5% 3,718,062 -4.9% 0.15% $738,481,474
Cerity Partners LLC 1.5% 3,527,690 -4.9% 1% $700,929,871
M&T Bank Corp 1.3% 3,114,818 -2.1% 2% $618,664,874
BlackRock, Inc. 1.3% 3,105,459 -28% 0.01% $616,806,465
Orgel Wealth Management, LLC 1.3% 3,050,553 +1.5% 13% $605,900,885
Facet Wealth, Inc. 1.2% 2,888,100 +9.9% 10% $589,952,104
Blue Trust, Inc. 1.1% 2,701,754 -1.3% 6.1% $536,622,400
KEYBANK NATIONAL ASSOCIATION/OH 1.1% 2,660,811 -7.3% 1.9% $528,490,366
Focus Partners Wealth 0.99% 2,386,956 +11% 0.54% $474,097,315
CWM, LLC 0.93% 2,245,928 -31% 1.2% $446,086,000
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.83% 1,988,066 -12% 0.25% $394,869,424
RAYMOND JAMES FINANCIAL INC 0.82% 1,969,479 -3.5% 0.12% $391,177,976
MML INVESTORS SERVICES, LLC 0.77% 1,850,669 -26% 0.9% $367,579,955
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.73% 1,764,425 +79% 6.3% $350,450,179
ROYAL BANK OF CANADA 0.72% 1,727,463 -5.9% 0.06% $343,109,000
Haverford Trust Co 0.71% 1,720,275 +2.5% 3% $341,681,082

Institutional Holders of iShares MSCI USA Quality Factor ETF - COMMON STOCK (QUAL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 204,543,251 $40,590,637,136 -$6,052,564,437 $198.62 1,575
2025 Q3 235,034,680 $45,679,558,757 -$3,096,102,312 $194.50 1,502
2025 Q2 251,862,085 $46,047,651,115 +$1,051,965,907 $182.82 1,492
2025 Q1 249,714,063 $42,675,217,805 +$857,163,200 $170.89 1,457
2024 Q4 244,454,323 $43,558,684,310 +$832,138,290 $178.08 1,478
2024 Q3 238,386,264 $42,662,421,978 +$1,082,638,649 $179.30 1,360
2024 Q2 233,584,685 $39,820,935,851 +$1,847,382,701 $170.76 1,282
2024 Q1 222,145,779 $36,483,789,735 +$1,315,571,531 $164.35 1,233
2023 Q4 215,114,164 $31,630,790,719 +$1,373,228,894 $147.14 1,157
2023 Q3 204,927,076 $27,017,615,923 -$926,191,856 $131.79 1,042
2023 Q2 210,238,256 $28,328,332,080 +$3,289,683,325 $134.87 997
2023 Q1 185,530,453 $22,988,433,434 +$8,367,122,261 $124.06 909
2022 Q4 119,269,111 $13,584,423,493 -$71,237,962 $113.96 815
2022 Q3 119,748,136 $12,469,292,178 -$978,955,249 $103.94 798
2022 Q2 127,483,044 $14,250,428,420 -$362,543,043 $111.73 827
2022 Q1 131,403,855 $17,697,636,367 -$254,840,484 $134.63 851
2021 Q4 133,288,064 $19,375,876,447 +$449,187,845 $145.56 857
2021 Q3 127,345,883 $16,789,918,272 +$823,758,418 $131.73 758
2021 Q2 122,651,750 $16,298,840,630 +$246,530,191 $132.87 711
2021 Q1 121,213,715 $14,777,474,638 -$2,676,918,522 $121.78 681
2020 Q4 143,526,659 $16,697,782,862 -$148,936,533 $116.21 702
2020 Q3 141,365,111 $14,659,876,806 -$283,762,332 $103.74 562
2020 Q2 144,768,550 $13,877,183,337 +$120,470,693 $95.92 566
2020 Q1 143,887,827 $11,672,059,872 +$1,980,816,210 $81.04 538
2019 Q4 119,802,813 $12,090,317,446 +$2,730,442,229 $101.00 535
2019 Q3 90,390,954 $8,352,344,867 +$994,454,471 $92.40 387
2019 Q2 79,613,856 $7,285,339,842 -$17,677,679 $91.47 352
2019 Q1 79,585,665 $7,047,269,204 +$2,166,197,726 $88.55 334
2018 Q4 55,424,274 $4,255,815,973 +$736,092,361 $76.76 311
2018 Q3 44,409,610 $4,011,080,302 +$470,345,809 $90.37 249
2018 Q2 39,027,021 $3,259,540,718 +$605,716,042 $83.45 224
2018 Q1 31,984,194 $2,644,953,888 -$46,491,009 $82.71 211
2017 Q4 32,558,092 $2,697,036,547 +$249,488,049 $82.90 183
2017 Q3 29,020,694 $2,244,549,923 +$380,620,471 $77.14 139
2017 Q2 24,321,738 $1,808,646,937 +$98,826,496 $74.37 133
2017 Q1 22,840,424 $1,662,637,864 +$107,850,119 $72.80 130
2016 Q4 21,799,836 $1,506,445,820 +$70,945,941 $69.10 118
2016 Q3 20,645,376 $1,393,253,000 +$74,097,985 $67.49 110
2016 Q2 19,779,080 $1,304,411,000 +$5,272,723 $66.00 103
2016 Q1 19,570,255 $1,284,673,066 +$316,780,948 $65.62 94
2015 Q4 14,755,586 $952,720,000 +$164,413,677 $64.57 78
2015 Q3 12,009,928 $725,952,000 +$133,193,415 $60.45 50
2015 Q2 7,621,438 $482,032,783 -$2,451,730 $63.20 40
2015 Q1 7,653,956 $486,872,539 +$113,457,722 $63.61 41
2014 Q4 8,054,434 $501,304,398 +$99,253,109 $62.25 38
2014 Q3 6,508,064 $388,340,138 +$49,561,587 $59.61 30
2014 Q2 5,684,121 $330,757,039 +$43,243,714 $58.19 23
2014 Q1 4,942,091 $278,394,266 +$49,494,461 $56.33 19