We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.19B +$108M +596,515 +2%
LPL Financial
2
LPL Financial
California
$3B +$389M +2,141,996 +15%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.87B +$53.1M +292,539 +2%
Morgan Stanley
4
Morgan Stanley
New York
$1.62B +$3.43M +18,884 +0.2%
Bank of America
5
Bank of America
North Carolina
$1.37B +$20.6M +113,633 +1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.37B -$27.7M -152,557 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.17B +$152M +837,887 +15%
Wells Fargo
8
Wells Fargo
California
$953M +$18.2M +100,243 +2%
Ameriprise
9
Ameriprise
Minnesota
$858M +$10.5M +57,966 +1%
BlackRock
10
BlackRock
New York
$820M -$18M -99,354 -2%
UBS Group
11
UBS Group
Switzerland
$815M -$1.73M -9,513 -0.2%
KeyBank National Association
12
KeyBank National Association
Ohio
$706M +$11.8M +64,819 +2%
M&T Bank
13
M&T Bank
New York
$678M -$44.5M -244,792 -6%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$670M -$35M -192,860 -5%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$573M +$2.12M +11,653 +0.4%
MML Investors Services
16
MML Investors Services
Massachusetts
$546M +$37.7M +207,543 +7%
Cerity Partners
17
Cerity Partners
New York
$479M +$19.6M +107,659 +4%
FWI
18
Facet Wealth Inc
Maryland
$439M +$9.79M +53,888 +2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$433M +$27.8M +152,937 +7%
BTI
20
Blue Trust Inc
Georgia
$392M +$38M +209,386 +11%
PAS
21
Park Avenue Securities
New York
$390M +$27.8M +152,924 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$382M -$86M -473,645 -18%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$359M +$7.36M +40,500 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
24
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$349M +$356M +1,962,000 New
Raymond James Financial
25
Raymond James Financial
Florida
$331M +$338M +1,861,028 New