We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.23B +$867M +9,005,147 +286%
Bank of America
2
Bank of America
North Carolina
$984M +$72.3M +750,775 +8%
LPL Financial
3
LPL Financial
California
$926M +$195M +2,029,729 +28%
BlackRock
4
BlackRock
New York
$843M +$197M +2,044,374 +32%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$762M +$101M +1,053,270 +16%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$438M -$21M -218,562 -5%
Ameriprise
7
Ameriprise
Minnesota
$383M +$36.9M +382,797 +11%
KeyBank National Association
8
KeyBank National Association
Ohio
$346M +$31.4M +326,515 +11%
Morgan Stanley
9
Morgan Stanley
New York
$293M +$64.1M +665,743 +30%
UBS Group
10
UBS Group
Switzerland
$288M -$1.39M -14,416 -0.5%
Wells Fargo
11
Wells Fargo
California
$255M +$49.4M +513,148 +26%
AF
12
Allworth Financial
California
$229M +$8.08M +83,937 +4%
RBA
13
Richard Bernstein Advisors
New York
$226M -$1.44M -14,919 -0.6%
JPG
14
Jordan Park Group
California
$180M +$20.1M +208,338 +13%
HI
15
Horizon Investments
North Carolina
$179M +$12.1M +125,385 +8%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$177M – – –
AG
17
Advisor Group
Arizona
$159M +$123M +1,278,132 +436%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$138M -$4.36M -45,319 -3%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$127M +$22.3M +231,759 +23%
Victory Capital Management
20
Victory Capital Management
Texas
$126M +$1.58M +16,422 +1%
CPO
21
Cerity Partners OCIO
New York
$113M +$2.84M +29,460 +3%
PI
22
PFS Investments
Georgia
$105M +$9.79M +101,695 +11%
WBG
23
Wharton Business Group
Pennsylvania
$97.6M -$840K -8,725 -0.9%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$96.4M +$63.6M +660,621 +216%
TC
25
Trilogy Capital
California
$96.3M +$20.3M +210,910 +29%
1
2 3 4 5