Who Owns ISHARES TR (QUAL)? -- Institutional Holders (2026-03-31)

Name: ISHARES TR (QUAL) Institutional Holders (2026-03-31)
Creator: ko.io

1,704 institutions reported holding $40.05B of ISHARES TR (QUAL) in SEC 13F filings for 2026-03-31. Largest institutional holders: FMR LLC ($3.47B), ENVESTNET ASSET MANAGEMENT INC ($3.41B), LPL Financial LLC ($3.10B), MORGAN STANLEY ($1.74B), BANK OF AMERICA CORP /DE/ ($1.68B). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	FMR LLC	$3.47B	18.1M	Added
2	ENVESTNET ASSET MANAGEMENT INC	$3.41B	17.8M	Added
3	LPL Financial LLC	$3.10B	16.2M	Trimmed
4	MORGAN STANLEY	$1.74B	9.1M	Added
5	BANK OF AMERICA CORP /DE/	$1.68B	8.7M	Added
6	PNC Financial Services Group, Inc.	$1.18B	6.1M	Trimmed
7	AMERIPRISE FINANCIAL INC	$1.04B	5.4M	Added
8	JPMORGAN CHASE & CO	$780.4M	4.2M	Trimmed
9	Cerity Partners LLC	$767.3M	4.0M	Added
10	WELLS FARGO & COMPANY/MN	$761.3M	4.0M	Trimmed
11	UBS Group AG	$723.7M	3.8M	Added
12	Orgel Wealth Management, LLC	$631.6M	3.3M	Added
13	BlackRock, Inc.	$597.8M	3.1M	Added
14	Facet Wealth, Inc.	$568.9M	3.0M	Added
15	M&T Bank Corp	$547.8M	2.9M	Trimmed
16	Blue Trust, Inc.	$516.9M	2.7M	Trimmed
17	KEYBANK NATIONAL ASSOCIATION/OH	$483.9M	2.5M	Trimmed
18	Focus Partners Wealth	$461.3M	2.4M	Added
19	RAYMOND JAMES FINANCIAL INC	$365.0M	1.9M	Trimmed
20	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$364.6M	1.9M	Trimmed
21	CWM, LLC	$362.4M	1.9M	Trimmed
22	Richard Bernstein Advisors LLC	$354.1M	1.8M	Added
23	Haverford Trust Co	$341.0M	1.8M	Added
24	Royal Bank of Canada	$340.9M	1.8M	Added
25	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$338.9M	1.8M	Added

Source: SEC Form 13F filings · as of 2026-03-31