iShares MSCI USA Quality FacQUALETF
13F holders, Q1 2026 (March 31)1,655holders +23
102new positions
75sold out
6famous investors
$189.46avg. 13F price*
At the end of Q1 2026, 1,655 institutions reported holding iShares MSCI USA Quality Fac (QUAL) in their 13F filings, up 23 from Q4 2025. 102 opened new positions and 75 sold out. The largest holders were FMR LLC ($3.5B), Envestnet Asset Management Inc. ($3.4B) and LPL Financial LLC ($3.1B). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $151.2M |
| Exits | 75 | $92.2M |
All 13F filers, Q4 2025 → Q1 2026: 15,991,690 shares bought and 9,077,880 shares sold, net +6,913,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,655 holders
| FMR LLC | 0.18% | Add +2.9% | 18,079,589 | $3.5B |
| Envestnet Asset Management Inc. | 0.91% | Add +6.2% | 17,774,161 | $3.4B |
| LPL Financial LLC | 0.82% | Reduce -0.1% | 16,156,372 | $3.1B |
| Morgan Stanley | 0.10% | Add +1.1% | 9,065,644 | $1.7B |
| Bank of America Corp. | 0.12% | Add +36.9% | 8,741,641 | $1.7B |
| PNC Financial Services Group, Inc. | 0.68% | Reduce -4.8% | 6,138,151 | $1.2B |
| Ameriprise Financial Inc. | 0.24% | Add +37.1% | 5,422,601 | $1.0B |
| JPMorgan Chase & Co. | 0.05% | Reduce -6.0% | 4,184,791 | $780.4M |
| Cerity Partners LLC | 1.09% | Add +13.4% | 4,000,492 | $767.3M |
| Wells Fargo & Company | 0.15% | Reduce -3.6% | 3,969,187 | $761.3M |
| UBS Group AG | 0.13% | Add +1.5% | 3,772,843 | $723.7M |
| Orgel Wealth Management, LLC | 13.61% | Add +7.9% | 3,292,676 | $631.6M |
| BlackRock, Inc. | 0.01% | Add +0.3% | 3,116,380 | $597.8M |
| M&T Bank Corp | 1.95% | Reduce -0.2% | 3,108,407 | $596.2M |
| Facet Wealth, Inc. | 9.86% | Add +2.7% | 2,965,946 | $568.9M |
| Blue Trust, Inc. | 5.92% | Reduce -0.3% | 2,694,660 | $516.9M |
| Keybank National Association | 1.77% | Reduce -5.2% | 2,522,985 | $483.9M |
| Focus Partners Wealth | 0.51% | Add +0.6% | 2,400,332 | $461.3M |
| Raymond James Financial Inc. | 0.11% | Reduce -3.4% | 1,902,886 | $365.0M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Reduce -4.4% | 1,900,969 | $364.6M |
| Cwm, LLC | 0.95% | Reduce -15.9% | 1,889,343 | $362.4M |
| Richard Bernstein Advisors LLC | 10.27% | Add +2726.6% | 1,846,285 | $354.1M |
| Haverford Trust Co | 3.12% | Add +3.4% | 1,777,971 | $341.0M |
| Royal Bank of Canada | 0.06% | Add +2.9% | 1,777,079 | $340.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.89% | Add +0.1% | 1,766,694 | $338.9M |
| Stifel Financial Corp. | 0.29% | Add +2.5% | 1,632,084 | $313.1M |
| Cetera Investment Advisers | 0.32% | Add +2.9% | 1,574,045 | $301.9M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -3.5% | 1,500,554 | $287.8M |
| MML Investors Services, LLC | 0.75% | Reduce -23.4% | 1,417,664 | $271.9M |
| HighTower Advisors, LLC | 0.28% | Add +3.8% | 1,349,671 | $258.9M |
| Commonwealth Equity Services, LLC | 0.36% | Reduce -1.1% | 1,340,055 | $257.0M |
| Wharton Business Group, LLC | 8.71% | Reduce -0.0% | 1,201,810 | $230.5M |
| Mercer Global Advisors Inc. | 0.33% | Reduce -15.2% | 1,161,409 | $222.8M |
| Coldstream Capital Management Inc. | 2.64% | Add +3.1% | 1,110,105 | $212.9M |
| Park Avenue Securities LLC | 1.65% | Add +1.5% | 1,101,752 | $211.3M |
| Envestnet Portfolio Solutions, Inc. | 1.08% | Reduce -7.2% | 1,014,939 | $194.7M |
| Connecticut Wealth Management, LLC | 7.92% | Reduce -3.7% | 985,890 | $189.1M |
| Kestra Investment Management, LLC | 3.08% | Add +13.7% | 930,665 | $178.5M |
| Janney Montgomery Scott LLC | 0.41% | Add +2.2% | 865,213 | $166.0M |
| Bank of New York Mellon Corp | 0.03% | Add +8.9% | 856,096 | $164.2M |
| Osaic Holdings, Inc. | 0.23% | Reduce -6.9% | 807,579 | $155.1M |
| SCS Capital Management LLC | 1.62% | Reduce -4.8% | 797,152 | $152.9M |
| Integrated Wealth Concepts LLC | 1.20% | Add +49.6% | 785,050 | $150.6M |
| Bluespring Wealth Management, LLC | 12.90% | Add +2.8% | 780,349 | $149.7M |
| Foster Group, Inc. | 4.28% | Add +4.3% | 750,295 | $143.9M |
| NewEdge Advisors, LLC | 0.51% | Add +2.6% | 732,682 | $140.5M |
| OneDigital Investment Advisors LLC | 1.30% | Add +6.3% | 691,130 | $132.6M |
| &partners | 0.63% | Add +9.2% | 665,712 | $127.9M |
| Mariner, LLC | 0.15% | Reduce -4.7% | 654,854 | $125.6M |
| Corient Private Wealth LP | 0.18% | Reduce -3.3% | 643,262 | $123.0M |
| United Capital Financial Advisors, LLC | 0.73% | Add +6.7% | 619,423 | $118.8M |
| D.A. Davidson & Co. | 0.70% | Add +1.0% | 605,588 | $116.2M |
| Sanctuary Advisors, LLC | 0.63% | Add +6.4% | 604,311 | $115.9M |
| Unison Advisors LLC | 8.78% | Add +61.6% | 603,217 | $115.7M |
| Foundations Investment Advisors, LLC | 1.42% | Add +11.5% | 597,656 | $114.6M |
| Sage Mountain Advisors LLC | 7.75% | Add +2.8% | 577,602 | $110.8M |
| Savant Capital, LLC | 0.50% | Reduce -2.0% | 536,934 | $103.0M |
| Equitable Holdings, Inc. | 0.66% | Add +12.8% | 517,330 | $102.7M |
| Johnson Investment Counsel Inc. | 0.78% | Add +2.9% | 502,976 | $96.5M |
| Howard Financial Services, LTD. | 10.86% | Reduce -1.0% | 502,864 | $96.5M |
| Merit Financial Group, LLC | 0.72% | Add +7.7% | 501,905 | $96.3M |
| Sax Wealth Advisors, LLC | 4.43% | Reduce -0.6% | 460,653 | $91.5M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Reduce -9.3% | 461,725 | $88.6M |
| Prime Capital Investment Advisors, LLC | 1.02% | Reduce -4.9% | 459,443 | $88.1M |
| Modern Wealth Management, LLC | 1.50% | Reduce -21.8% | 454,044 | $87.5M |
| Obermeyer Wealth Partners | 4.03% | Reduce -16.9% | 455,785 | $87.4M |
| Kestra Advisory Services, LLC | 0.32% | Reduce -39.1% | 443,371 | $85.0M |
| Pinnacle Associates Ltd. | 1.06% | Add +0.5% | 429,470 | $82.4M |
| Baker Avenue Asset Management, LP | 1.85% | Add +0.9% | 424,179 | $81.4M |
| Jones Financial Companies LLLP | 0.04% | Add +21.1% | 432,898 | $81.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -62.9% | 411,517 | $78.9M |
| Private Advisor Group, LLC | 0.36% | Add +1.1% | 404,816 | $77.6M |
| Captrust Financial Advisors | 0.14% | Reduce -0.3% | 402,442 | $77.2M |
| Advocacy Wealth Management, LLC | 3.41% | Reduce -11.1% | 402,172 | $77.1M |
| Rockefeller Capital Management L.P. | 0.14% | Add +1.3% | 401,444 | $77.0M |
| JB Capital LLC | 2.88% | Add +3.3% | 371,144 | $71.2M |
| AdvisorShares Investments LLC | 12.79% | New | 365,784 | $70.2M |
| Beacon Pointe Advisors, LLC | 0.35% | Add +975.6% | 348,994 | $66.9M |
| Sachem Hill LLC | 12.86% | Reduce -0.4% | 346,003 | $66.4M |
| Cresset Asset Management, LLC | 0.28% | Reduce -9.6% | 339,751 | $65.2M |
| Valence8 US LP | 22.62% | Reduce -7.1% | 337,336 | $64.7M |
| State of Michigan Retirement System | 0.33% | Add +32.4% | 324,549 | $62.3M |
| True Link Financial Advisors, LLC | 3.80% | Add +0.2% | 320,607 | $61.5M |
| Horizon Investments, LLC | 0.69% | Add +5.4% | 319,994 | $61.4M |
| Strategies Wealth Advisors, LLC | 6.03% | Add +9.1% | 312,815 | $60.0M |
| Landaas & Co. /Wi | 12.96% | Reduce -1.2% | 308,026 | $59.1M |
| Wilmington Savings Fund Society, FSB | 1.39% | Reduce -22.1% | 304,132 | $58.3M |
| AE Wealth Management LLC | 0.31% | Reduce -6.9% | 301,971 | $57.9M |
| Composition Wealth, LLC | 0.79% | Reduce -26.6% | 300,753 | $57.7M |
| Steward Partners Investment Advisory, LLC | 0.28% | Add +0.1% | 289,121 | $55.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.21% | — | 288,758 | $55.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 3.71% | Add +0.5% | 283,133 | $54.3M |
| Baron Wealth Management LLC | 16.10% | Reduce -1.4% | 280,742 | $53.8M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -20.5% | 274,217 | $53.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.75% | Reduce -15.3% | 268,182 | $51.4M |
| Apollon Wealth Management, LLC | 0.83% | Add +2.1% | 266,639 | $51.1M |
| Prosperity Consulting Group, LLC | 2.26% | Add +0.5% | 265,068 | $50.8M |
| Thrivent Financial for Lutherans | 0.10% | Add +0.5% | 264,512 | $50.5M |
| Life Line Wealth Management LLC | 21.40% | Add +4.1% | 249,841 | $47.9M |
| Millburn Ridgefield LLC | 1.03% | Add +17.4% | 249,681 | $47.9M |
"% 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.