Security Snapshot

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

CUSIP: 46432F339

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

1,637

Shares (Excl. Options)

209,363,184

Price

$191.81

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.15%
Share change
+4,119,309
Value change
+$784,662,698
Number of holders
1,637
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
240,783,591
SEC-reported price per share
$210.43
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • QUAL - iShares MSCI USA Quality Factor ETF - COMMON STOCK is tracked under CUSIP 46432F339.
  • 1637 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 1,622 to 1,637 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $40,745,132,118 to $40,155,388,154.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 1637 institutions filings for Q1 2026.

Open SEC evidence

Security key

46432F339

Latest holder period

Q1 2026

13F holders

1,637

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
QUAL
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 Mar 2026, 1,637 institutional investors reported holding 209,363,184 shares of iShares MSCI USA Quality Factor ETF - COMMON STOCK (QUAL). This represents 87% of the company’s total 240,783,591 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
54%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 7.5% 18,079,589 +2.9% 0.18% $3,467,845,960
ENVESTNET ASSET MANAGEMENT INC 7.4% 17,774,161 +6.2% 0.91% $3,409,261,917
LPL Financial LLC 6.7% 16,156,372 -0.12% 0.82% $3,098,953,600
MORGAN STANLEY 3.8% 9,065,644 +1.1% 0.1% $1,738,881,519
BANK OF AMERICA CORP /DE/ 3.6% 8,741,641 +37% 0.12% $1,676,734,151
PNC FINANCIAL SERVICES GROUP, INC. 2.5% 6,138,151 -4.8% 0.68% $1,177,358,825
AMERIPRISE FINANCIAL INC 2.3% 5,422,601 +37% 0.24% $1,040,147,121
JPMORGAN CHASE & CO 1.7% 4,184,791 -6% 0.05% $780,422,198
Cerity Partners LLC 1.7% 4,000,492 +13% 1.1% $767,334,926
WELLS FARGO & COMPANY/MN 1.6% 3,969,187 -3.6% 0.15% $761,329,914
UBS Group AG 1.6% 3,772,843 +1.5% 0.13% $723,669,016
Orgel Wealth Management, LLC 1.4% 3,292,676 +7.9% 14% $631,568,141
BlackRock, Inc. 1.3% 3,116,380 +0.35% 0.01% $597,752,816
Facet Wealth, Inc. 1.2% 2,965,946 +2.7% 9.9% $568,898,197
M&T Bank Corp 1.2% 2,855,781 -8.3% 1.9% $547,767,371
Blue Trust, Inc. 1.1% 2,694,660 -0.26% 5.9% $516,862,891
KEYBANK NATIONAL ASSOCIATION/OH 1% 2,522,985 -5.2% 1.8% $483,933,859
Focus Partners Wealth 1% 2,400,332 +0.56% 0.52% $461,270,029
RAYMOND JAMES FINANCIAL INC 0.79% 1,902,886 -3.4% 0.11% $364,992,471
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.79% 1,900,969 -4.4% 0.22% $364,624,901
CWM, LLC 0.78% 1,889,343 -16% 0.95% $362,394,890
Richard Bernstein Advisors LLC 0.77% 1,846,285 +2727% 10% $354,139,916
Haverford Trust Co 0.74% 1,777,971 +3.4% 3.1% $341,032,527
ROYAL BANK OF CANADA 0.74% 1,777,079 +2.9% 0.06% $340,861,000
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.73% 1,766,694 +0.13% 5.9% $338,869,558

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 209,363,184 $40,155,388,154 +$784,662,698 $191.81 1,637
2025 Q4 205,295,886 $40,745,132,118 -$5,997,782,255 $198.62 1,622
2025 Q3 235,042,131 $45,681,007,936 -$3,095,971,025 $194.50 1,505
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
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