iShares MSCI USA Quality FacQUALETF
13F holders, Q2 2025 (June 30)1,508holders +34
116new positions
79sold out
6famous investors
$179.37avg. 13F price*
At the end of Q2 2025, 1,508 institutions reported holding iShares MSCI USA Quality Fac (QUAL) in their 13F filings, up 34 from Q1 2025. 116 opened new positions and 79 sold out. The largest holders were Envestnet Asset Management Inc. ($5.9B), LPL Financial LLC ($3.6B) and FMR LLC ($2.7B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares MSCI USA Quality Fac
- CUSIP
- 46432F339
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $511.7M |
| Exits | 79 | $108.4M |
All 13F filers, Q1 2025 → Q2 2025: 19,441,416 shares bought and 12,275,306 shares sold, net +7,166,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,508 holders
| Envestnet Asset Management Inc. | 1.73% | Add +2.0% | 32,478,050 | $5.9B |
| LPL Financial LLC | 1.19% | Add +7.0% | 19,465,105 | $3.6B |
| FMR LLC | 0.15% | Reduce -5.4% | 14,667,824 | $2.7B |
| Morgan Stanley | 0.12% | Add +6.0% | 10,128,212 | $1.9B |
| Bank of America Corp. | 0.11% | Reduce -0.1% | 7,468,551 | $1.4B |
| PNC Financial Services Group, Inc. | 0.83% | Reduce -3.0% | 7,080,789 | $1.3B |
| JPMorgan Chase & Co. | 0.09% | Add +0.7% | 7,012,339 | $1.3B |
| Wells Fargo & Company | 0.21% | Reduce -3.5% | 5,209,058 | $952.3M |
| Ameriprise Financial Inc. | 0.22% | Reduce -3.3% | 4,974,152 | $909.3M |
| BlackRock, Inc. | 0.02% | Reduce -3.5% | 4,672,983 | $854.3M |
| UBS Group AG | 0.15% | Reduce -7.6% | 4,002,949 | $731.8M |
| Cerity Partners LLC | 1.23% | Add +39.6% | 3,755,880 | $686.9M |
| MML Investors Services, LLC | 1.82% | Add +1.3% | 3,454,291 | $631.5M |
| Cwm, LLC | 2.18% | Add +1.9% | 3,387,135 | $619.2M |
| M&T Bank Corp | 2.08% | Reduce -1.1% | 3,315,645 | $606.2M |
| Keybank National Association | 2.16% | Reduce -10.7% | 3,174,983 | $580.5M |
| Orgel Wealth Management, LLC | 13.02% | Add +56.8% | 2,954,525 | $540.1M |
| Blue Trust, Inc. | 5.74% | Add +14.0% | 2,660,950 | $486.5M |
| Facet Wealth, Inc. | 10.47% | Add +7.5% | 2,503,203 | $460.9M |
| Park Avenue Securities LLC | 4.14% | Reduce -1.0% | 2,464,931 | $450.6M |
| Northwestern Mutual Wealth Management Co. | 0.32% | Add +2.0% | 2,418,092 | $442.1M |
| Envestnet Portfolio Solutions, Inc. | 1.61% | Reduce -6.2% | 2,398,080 | $438.4M |
| Cetera Investment Advisers | 0.65% | Reduce -1.6% | 2,113,609 | $386.4M |
| Focus Partners Wealth | 0.83% | Add +11.2% | 2,102,766 | $384.4M |
| Commonwealth Equity Services, LLC | 0.48% | Add +2.3% | 1,984,988 | $362.9M |
| Raymond James Financial Inc. | 0.12% | Add +0.5% | 1,978,421 | $361.7M |
| Royal Bank of Canada | 0.06% | Reduce -1.2% | 1,815,753 | $332.0M |
| Stifel Financial Corp. | 0.32% | Add +1.0% | 1,777,705 | $325.0M |
| Charles Schwab Investment Management Inc. | 0.05% | New | 1,673,633 | $306.0M |
| Haverford Trust Co | 2.80% | Add +5.7% | 1,611,232 | $294.6M |
| Bank of New York Mellon Corp | 0.06% | Add +15.3% | 1,593,324 | $291.3M |
| Janney Montgomery Scott LLC | 0.75% | Add +1.3% | 1,568,643 | $286.8M |
| SCS Capital Management LLC | 3.14% | Add +27.6% | 1,546,793 | $283.1M |
| HighTower Advisors, LLC | 0.31% | Reduce -6.5% | 1,342,652 | $245.5M |
| Mercer Global Advisors Inc. | 0.52% | Reduce -2.6% | 1,255,753 | $229.6M |
| Osaic Holdings, Inc. | 0.40% | Reduce -7.4% | 1,216,952 | $222.5M |
| Wharton Business Group, LLC | 9.34% | Reduce -3.2% | 1,211,543 | $221.3M |
| NewEdge Advisors, LLC | 1.11% | Add +4.2% | 1,175,664 | $214.9M |
| Composition Wealth, LLC | 3.53% | Reduce -8.2% | 1,148,014 | $209.9M |
| Integrated Wealth Concepts LLC | 2.03% | Reduce -0.7% | 1,106,077 | $202.2M |
| OneDigital Investment Advisors LLC | 2.24% | Reduce -4.6% | 1,103,395 | $201.7M |
| Connecticut Wealth Management, LLC | 9.23% | Reduce -3.6% | 1,060,764 | $193.9M |
| Two Sigma Investments, LP | 0.33% | Add +61.0% | 967,300 | $176.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.93% | Reduce -4.8% | 950,182 | $173.7M |
| Sanctuary Advisors, LLC | 1.07% | Add +5.8% | 949,298 | $173.6M |
| Foundations Investment Advisors, LLC | 2.47% | Add +13.6% | 853,617 | $156.1M |
| JB Capital LLC | 7.26% | Add +5.5% | 819,372 | $149.8M |
| Kestra Investment Management, LLC | 4.33% | Reduce -50.4% | 782,445 | $143.0M |
| Bluespring Wealth Management, LLC | 13.48% | Add +2.7% | 775,373 | $141.8M |
| Synovus Financial Corp. | 1.66% | Add +4.2% | 740,730 | $135.4M |
| Foster Group, Inc. | 4.30% | Add +1.9% | 687,094 | $125.6M |
| Merit Financial Group, LLC | 1.33% | Add +27.7% | 654,157 | $119.6M |
| Corient Private Wealth LP | 0.16% | Reduce -0.2% | 642,370 | $117.4M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Add +0.3% | 632,769 | $115.7M |
| United Capital Financial Advisors, LLC | 0.93% | Reduce -1.2% | 626,943 | $114.6M |
| Sage Mountain Advisors LLC | 6.85% | Add +3.2% | 576,078 | $105.3M |
| &partners | 0.79% | Add +475.8% | 558,578 | $102.6M |
| Savant Capital, LLC | 0.73% | Add +15.8% | 558,490 | $102.1M |
| Fragasso Financial Advisors Inc | 6.87% | Add +4.8% | 557,041 | $101.8M |
| Mariner, LLC | 0.15% | Add +8.2% | 555,382 | $101.5M |
| D.A. Davidson & Co. | 0.71% | Add +1.4% | 552,745 | $101.1M |
| Obermeyer Wealth Partners | 5.02% | Add +1.2% | 551,170 | $100.8M |
| Private Advisor Group, LLC | 0.53% | Add +8.3% | 537,489 | $98.3M |
| Kestra Advisory Services, LLC | 0.48% | Reduce -1.4% | 534,579 | $97.7M |
| Clearstead Advisors, LLC | 1.29% | Reduce -0.6% | 502,942 | $91.9M |
| UMB Bank, n.a. | 1.43% | Reduce -3.8% | 501,102 | $91.6M |
| Howard Financial Services, LTD. | 11.94% | Add +2.5% | 496,946 | $90.9M |
| Dynasty Wealth Management, LLC | 1.53% | Reduce -7.5% | 491,900 | $89.9M |
| Equitable Holdings, Inc. | 0.72% | Add +7.2% | 476,950 | $87.2M |
| Johnson Investment Counsel Inc. | 0.78% | Reduce -3.6% | 474,242 | $86.7M |
| AE Wealth Management LLC | 0.63% | Reduce -5.1% | 473,831 | $86.6M |
| Prime Capital Investment Advisors, LLC | 1.13% | Reduce -30.3% | 464,670 | $85.0M |
| Sax Wealth Advisors, LLC | 5.02% | Reduce -8.1% | 454,704 | $83.1M |
| Coldstream Capital Management Inc. | 1.34% | Add +5503.0% | 449,529 | $82.2M |
| Advocacy Wealth Management, LLC | 4.89% | Add +5.3% | 435,845 | $79.7M |
| Tiaa Trust, National Association | 0.21% | Reduce -16.6% | 434,712 | $79.5M |
| Pinnacle Associates Ltd. | 1.13% | Add +1.4% | 425,220 | $77.7M |
| Baker Avenue Asset Management, LP | 2.17% | Add +0.2% | 416,648 | $76.2M |
| US Bancorp \de | 0.10% | Add +1.0% | 414,891 | $75.9M |
| Bogart Wealth, LLC | 3.23% | Reduce -30.9% | 412,892 | $75.5M |
| Austin Private Wealth, LLC | 5.94% | Reduce -6.8% | 410,188 | $75.0M |
| Captrust Financial Advisors | 0.17% | Reduce -4.4% | 409,396 | $74.8M |
| Valence8 US LP | 30.65% | Add +17.2% | 398,316 | $72.8M |
| Sagespring Wealth Partners, LLC | 1.55% | Add +7.0% | 393,038 | $71.9M |
| Wilmington Savings Fund Society, FSB | 1.25% | Add +12.7% | 384,023 | $70.2M |
| Cresset Asset Management, LLC | 0.35% | Reduce -26.9% | 379,199 | $69.3M |
| Gradient Investments LLC | 1.25% | Add +0.9% | 375,456 | $68.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.11% | Add +58.0% | 363,535 | $66.5M |
| Truist Financial Corp. | 0.10% | Reduce -3.4% | 358,984 | $65.6M |
| Sachem Hill LLC | 13.28% | Reduce -7.3% | 356,152 | $65.1M |
| Landaas & Co. /Wi | 15.47% | Add +0.2% | 354,232 | $64.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +3.8% | 346,964 | $64.2M |
| NorthCoast Asset Management LLC | 0.27% | Reduce -7.2% | 345,616 | $63.2M |
| Caisse de depot et placement du Quebec | 0.13% | New | 340,511 | $62.3M |
| Financial Advisors, LLC | 11.41% | Reduce -0.1% | 335,092 | $61.3M |
| Steward Partners Investment Advisory, LLC | 0.47% | Add +9.7% | 325,622 | $59.5M |
| Atria Investments, Inc | 0.70% | Add +9.4% | 324,996 | $59.4M |
| Modern Wealth Management, LLC | 1.44% | Add +6.0% | 320,704 | $58.6M |
| Cambridge Associates LLC /Ma/ | 1.29% | Reduce -7.1% | 319,388 | $58.4M |
| Atria Wealth Solutions, Inc. | 1.31% | Reduce -37.3% | 315,547 | $57.7M |
"% of holder's portfolio" is QUAL's weight in each manager's 13F, not the share of iShares MSCI USA Quality Fac the manager owns.