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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$174.12 -2.52 (-1.43%)
Closing price 05/23/2025 03:59 PM Eastern
Extended Trading
$174.03 -0.09 (-0.05%)
As of 05/23/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Number of
Institutional Buyers
(last 12 months)
1166
Total
Institutional Inflows
(last 12 months)
$10.75B
Number of
Institutional Sellers
(last 12 months)
694
Total
Institutional Outflows
(last 12 months)
$3.44B
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QUAL Institutional Buying and Selling by Quarter

iShares MSCI USA Quality Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 Rollins Financial Advisors LLC30,051$5.14M0.9%-5.6%0.010%
5/22/2025 Mattson Financial Services LLC12,314$2.10M0.6%+2.8%0.004%
5/22/2025 BOS Asset Management LLC38,144$6.52M2.2%+3.3%0.013%
5/22/2025 Kilter Group LLC94,324$16.12M10.5%+22.7%0.033%
5/21/2025 McAdam LLC3,212$549K0.0%+2.7%0.001%
5/21/2025 Geneos Wealth Management Inc.19,209$3.28M0.1%-10.7%0.007%
5/20/2025 Blue Rock Wealth Management LLC47,027$8.04M6.8%-2.3%0.016%
5/20/2025 Belpointe Asset Management LLC4,088$699K0.0%-23.5%0.001%
5/20/2025 Focus Partners Wealth1,891,522$323.24M0.8%+213.6%0.660%
5/20/2025 Integrity Alliance LLC.175,906$30.06M1.2%+101.6%0.061%
5/20/2025 Glenview Trust co5,609$959K0.0%-10.4%0.002%
5/19/2025 Jane Street Group LLC60,910$10.41M0.0%+774.9%0.021%
5/19/2025 SageView Advisory Group LLC29,258$5M0.2%+1.0%0.010%
5/19/2025 Advisory Alpha LLC4,032$689K0.0%-10.2%0.001%
5/19/2025 Client 1ST Advisory Group LLC34,401$5.88M2.3%+4.4%0.012%
5/19/2025 SCS Capital Management LLC1,212,303$207.17M2.6%+30.9%0.423%
5/19/2025 Legacy Advisory Services LLC38,907$6.65M5.6%N/A0.014%
5/16/2025 American Trust1,407$240K0.1%-82.3%0.000%
5/16/2025 Semmax Financial Advisors Inc.7,858$1.34M0.4%+16.2%0.003%
5/16/2025 Empowered Funds LLC21,472$3.67M0.1%+9,359.0%0.007%
5/16/2025 Northeast Financial Consultants Inc50,001$8.55M0.4%+6.2%0.017%
5/16/2025 Ascent Group LLC247,954$42.37M1.8%+180.3%0.087%
5/16/2025 Arete Wealth Advisors LLC10,675$1.82M0.1%-23.7%0.004%
5/16/2025 Bell Investment Advisors Inc76,743$13.12M2.4%-0.3%0.027%
5/16/2025 Strait & Sound Wealth Management LLC4,210$719K0.3%+74.7%0.001%
5/16/2025 Signature Estate & Investment Advisors LLC6,035$1.03M0.0%+15.6%0.002%
5/16/2025 Ashton Thomas Private Wealth LLC60,004$10.25M0.4%+5.2%0.021%
5/16/2025 Goldman Sachs Group Inc.132,198$22.59M0.0%+88.9%0.046%
5/16/2025 Kestra Investment Management LLC788,617$134.77M4.2%+31.4%0.275%
5/16/2025 Cape Investment Advisory Inc.2,460$420K0.2%+21.2%0.001%
5/16/2025 Jones Financial Companies Lllp279,517$47.77M0.0%+53.9%0.098%
5/16/2025 Legacy Wealth Managment LLC ID218$37K0.0%N/A0.000%
5/16/2025 Coordinated Financial Services Inc. CO5,394$922K0.7%N/A0.002%
5/16/2025 Tolleson Wealth Management Inc.2,957$505K0.1%+84.0%0.001%
5/16/2025 Sheridan Capital Management LLC12,191$2.08M1.5%+5.7%0.004%
5/16/2025 Raab & Moskowitz Asset Management LLC5,729$979K0.2%-14.2%0.002%
5/16/2025 Pinnacle Family Advisors LLC3,920$670K0.4%+20.3%0.001%
5/16/2025 NewEdge Advisors LLC1,128,579$192.86M1.1%+17.9%0.394%
5/16/2025 Integrated Wealth Concepts LLC1,113,403$190.27M2.2%-2.9%0.389%
5/16/2025 Clark Capital Management Group Inc.1,778$304K0.0%+26.9%0.001%
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5/16/2025 Concentric Capital Strategies LP175,030$29.91M2.8%N/A0.061%
5/16/2025 Concorde Asset Management LLC18,976$3.15M1.7%+2.8%0.007%
5/16/2025 Cook Wealth LLC75,732$12.83M6.2%-7.7%0.026%
5/16/2025 Copperleaf Capital LLC27,258$4.66M2.8%+14.3%0.010%
5/16/2025 Curi RMB Capital LLC1,904$325K0.0%-4.3%0.001%
5/16/2025 Alliancebernstein L.P.209,022$35.72M0.0%-6.7%0.073%
5/16/2025 AQR Capital Management LLC19,681$3.36M0.0%+45.5%0.007%
5/16/2025 AlTi Global Inc.33,431$5.71M0.1%+10.3%0.012%
5/16/2025 Ancora Advisors LLC7,785$1.33M0.0%+26.6%0.003%
5/16/2025 Aprio Wealth Management LLC5,917$1.01M0.1%+188.2%0.002%
5/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.149,775$25.60M3.9%+5.8%0.052%
5/15/2025 EP Wealth Advisors LLC18,693$3.20M0.0%-28.9%0.007%
5/15/2025 First Manhattan CO. LLC.5,614$959K0.0%-6.2%0.002%
5/15/2025 GW Henssler & Associates Ltd.109,004$18.63M1.0%+20.6%0.038%
5/15/2025 Focus Partners Advisor Solutions LLC18,118$3.10M0.0%+102.1%0.006%
5/15/2025 One Wealth Capital Management LLC40,548$6.93M3.7%+12.5%0.014%
5/15/2025 Flputnam Investment Management Co.16,371$2.80M0.1%+4.1%0.006%
5/15/2025 Royal Bank of Canada1,837,838$314.07M0.1%+6.3%0.641%
5/15/2025 MAI Capital Management35,581$6.08M0.0%+2.4%0.012%
5/15/2025 FRG Family Wealth Advisors LLC5,130$877K0.2%-2.2%0.002%
5/15/2025 Connecticut Wealth Management LLC1,100,109$188.00M9.8%-31.3%0.384%
5/15/2025 Titleist Asset Management LLC34,504$5.90M0.7%+10.3%0.012%
5/15/2025 Baird Financial Group Inc.289,028$49.39M0.1%-1.4%0.101%
5/15/2025 Vident Advisory LLC39,114$6.69M0.1%+6.3%0.014%
5/15/2025 Vermillion & White Wealth Management Group LLC7,420$1.27M0.9%-50.5%0.003%
5/15/2025 Palo Alto Wealth Advisors LLC115,027$20.32M8.1%+18.9%0.040%
5/15/2025 TD Capital Management LLC204,698$34.98M3.5%-1.4%0.071%
5/15/2025 Itau Unibanco Holding S.A.5,741$981K0.0%N/A0.002%
5/15/2025 BNP Paribas Financial Markets2,705,108$462.28M0.3%+3,606,710.7%0.944%
5/14/2025 Delta Investment Management LLC3,036$519K0.1%+12.0%0.001%
5/14/2025 Triad Wealth Partners LLC78,861$13.48M4.2%+34.6%0.028%
5/14/2025 Ieq Capital LLC6,429$1.10M0.0%+2.6%0.002%
5/14/2025 CreativeOne Wealth LLC279,306$47.73M1.4%+8.3%0.097%
5/14/2025 Quadcap Wealth Management LLC1,641$280K0.0%-10.2%0.001%
5/14/2025 Redwood Investment Management LLC16,519$2.82M0.3%+5.4%0.006%
5/14/2025 Per Stirling Capital Management LLC.36,147$6.18M0.9%-0.9%0.013%
5/14/2025 PKS Advisory Services LLC3,050$521K0.1%+2.7%0.001%
5/14/2025 Orion Capital Management LLC1,597$273K0.1%+13.8%0.001%
5/14/2025 WCG Wealth Advisors LLC65,047$11.12M0.8%-5.7%0.023%
5/14/2025 Jane Street Group LLC60,910$10.41M0.0%+774.9%0.021%
5/14/2025 Talisman Wealth Advisors LLC8,859$1.51M1.5%+9.3%0.003%
5/14/2025 Apexium Financial LP220,986$37.76M2.3%+0.4%0.077%
5/14/2025 Comerica Bank130,394$22.28M0.1%+3.1%0.046%
5/14/2025 Freedom Investment Management Inc.27,787$4.75M0.4%+15.3%0.010%
5/14/2025 Synovus Financial Corp711,004$121.50M1.6%+76.8%0.248%
5/14/2025 SVB Wealth LLC100,033$17.10M0.7%-18.5%0.035%
5/14/2025 Smartleaf Asset Management LLC16,834$2.86M0.3%+18.9%0.006%
5/14/2025 Northwestern Mutual Wealth Management Co.2,370,393$405.08M0.3%-2.5%0.827%
5/14/2025 Haverford Trust Co1,523,930$260.42M2.6%+10.2%0.532%
5/14/2025 Sax Wealth Advisors LLC494,576$84.52M6.0%+6.2%0.173%
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5/14/2025 Van Hulzen Asset Management LLC127,378$21.77M2.0%-1.8%0.044%
5/14/2025 Leslie Global Wealth LLC45,668$7.80M3.8%+57.3%0.016%
5/14/2025 Strategies Wealth Advisors LLC263,590$45.05M5.5%+5.0%0.092%
5/14/2025 Kestra Advisory Services LLC541,903$92.61M0.4%-5.1%0.189%
5/14/2025 Compound Planning Inc.28,981$4.95M0.2%-5.2%0.010%
5/14/2025 Barnes Wealth Management Group Inc33,203$5.67M3.6%-0.9%0.012%
5/14/2025 Hobbs Group Advisors LLC13,128$2.24M0.9%-20.7%0.005%
5/14/2025 Ameriprise Financial Inc.5,143,391$878.89M0.2%+6.7%1.795%
5/14/2025 Lionsbridge Wealth Management LLC9,369$1.60M1.4%-17.2%0.003%
5/14/2025 CW Advisors LLC11,705$2.00M0.0%+578.9%0.004%
(Data available from 1/1/2016 forward)

QUAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QUAL shares?

During the previous two years, 1,585 institutional investors and hedge funds held shares of iShares MSCI USA Quality Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.44B), LPL Financial LLC ($3.11B), FMR LLC ($2.87B), Bank of America Corp DE ($1.37B), PNC Financial Services Group Inc. ($1.25B), JPMorgan Chase & Co. ($1.19B), and Wells Fargo & Company MN ($952.63M).Learn more on QUAL's institutional investors.

Which institutional investors have been buying iShares MSCI USA Quality Factor ETF stock?

Of the 1,426 institutional investors that purchased iShares MSCI USA Quality Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($50.31M), Envestnet Asset Management Inc. ($9.83M), OVERSEA CHINESE BANKING Corp Ltd ($7.47M), PNC Financial Services Group Inc. ($6.48M), LPL Financial LLC ($5.46M), Envestnet Portfolio Solutions Inc. ($3.12M), and BNP Paribas Financial Markets ($2.71M).

How much institutional buying is happening at iShares MSCI USA Quality Factor ETF?

Institutional investors have bought a total of 163,643,482 shares in the last 24 months. This purchase volume represents approximately $24.73B in transactions.

Which iShares MSCI USA Quality Factor ETF major shareholders have been selling company stock?

Of the 909 institutional investors that sold iShares MSCI USA Quality Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($8.48M), Horizon Investments LLC ($2.44M), PNC Financial Services Group Inc. ($2.05M), CWM LLC ($1.90M), Osaic Holdings Inc. ($1.78M), Mercer Global Advisors Inc. ADV ($1.76M), and Bank of New York Mellon Corp ($1.24M).

How much institutional selling is happening at iShares MSCI USA Quality Factor ETF?

Institutional investors have sold a total of 47,001,659 shares in the last 24 months. This volume of shares sold represents approximately $7.23B in transactions.


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This page (BATS:QUAL) was last updated on 5/24/2025 by MarketBeat.com Staff
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