Free Trial
Don't Miss the A.I. Investing RevolutionStart My Trial

iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$196.68 +20.04 (+11.35%)
Closing price 10/8/2025 03:59 PM Eastern
Extended Trading
$196.76 +0.07 (+0.04%)
As of 04:48 AM 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.
Compare

Institutional Ownership Changes (13F Filings) for iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Number of
Institutional Buyers
(last 12 months)
1231
Total
Institutional Inflows
(last 12 months)
$11.90B
Number of
Institutional Sellers
(last 12 months)
786
Total
Institutional Outflows
(last 12 months)
$4.55B
Get QUAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI USA Quality Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

QUAL Institutional Buying and Selling by Quarter

iShares MSCI USA Quality Factor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Guided Capital Wealth Management LLC49,254$9.58M8.2%-17.1%0.017%
10/8/2025Marshall Financial Group LLC8,413$1.64M0.3%-7.7%0.003%
10/8/2025Patriot Financial Group Insurance Agency LLC37,412$7.28M0.9%-7.0%0.013%
10/8/2025YHB Investment Advisors Inc.11,252$2.19M0.2%-1.1%0.004%
10/8/2025Asset Allocation Strategies LLC2,388$464K0.1%-21.6%0.001%
10/8/2025Fiduciary Alliance LLC3,437$668K0.0%+2.8%0.001%
10/8/2025RDA Financial Network8,033$1.56M0.4%-43.4%0.003%
10/8/2025Firethorn Wealth Partners LLC40,290$7.84M3.1%-7.0%0.014%
10/8/2025Pinnacle Wealth Management Group Inc.1,626$316K0.2%-6.4%0.001%
10/8/2025Retirement Wealth Solutions LLC20,002$3.89M2.6%-1.8%0.007%
10/8/2025Wedmont Private Capital3,012$590K0.0%+5.2%0.001%
10/8/2025Moulton Wealth Management Inc.9,743$1.90M1.4%+6.8%0.003%
10/8/2025KWB Wealth148,156$27.09M3.0%+8.3%0.051%
10/8/2025Trinity Wealth Management LLC95,146$18.51M6.9%-2.0%0.033%
10/8/2025McNaughton Wealth Management LLC53,905$10.48M4.4%-19.2%0.019%
10/8/2025Carr Financial Group Corp15,226$2.96M0.8%+1.3%0.005%
10/8/2025Veracity Capital LLC1,979$385K0.1%-20.1%0.001%
10/8/2025Beacon Financial Group66,968$13.03M1.3%-2.3%0.023%
10/7/2025 Cooper Financial Group8,883$1.73M0.2%+4.1%0.003%
10/7/2025 Montecito Bank & Trust58,179$11.32M1.8%N/A0.020%
10/7/2025 Heritage Family Offices LLP2,783$541K0.3%-4.1%0.001%
10/7/2025 Channel Wealth LLC1,868$363K0.1%-12.5%0.001%
10/7/2025 StrongBox Wealth LLC59,666$11.61M3.9%+1.9%0.021%
10/7/2025 GFG Capital LLC1,442$280K0.1%+4.3%0.000%
10/7/2025 Family Legacy Financial Solutions LLC246$48K0.0%N/A0.000%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.140$27K0.1%-60.0%0.000%
10/7/2025 Sonora Investment Management Group LLC1,089$212K0.0%N/A0.000%
10/7/2025 Union Bancaire Privee UBP SA1,814$349K0.0%-40.5%0.001%
10/7/2025 Thrive Wealth Management LLC14,387$2.80M0.4%+4.4%0.005%
10/7/2025 Team Financial Group LLC1,045$203K0.1%+10.6%0.000%
10/6/2025 Destiny Wealth Partners LLC4,931$959K0.1%+8.0%0.002%
10/6/2025 ARS Wealth Advisors Group LLC164,333$31.96M3.2%-1.6%0.057%
10/6/2025 Orgel Wealth Management LLC3,005,601$584.59M13.3%+1.7%1.037%
10/6/2025 Fragasso Financial Advisors Inc566,069$111.22M6.9%+1.6%0.195%
10/6/2025 Gradient Investments LLC2,307$449K0.0%-99.4%0.001%
10/6/2025 TruWealth Advisors LLC31,411$6.11M0.3%+5.7%0.011%
10/6/2025 Insight Wealth Strategies LLC95,294$18.54M2.2%-33.0%0.033%
10/3/2025 First Citizens Financial Corp20,872$4.06M2.0%+6.5%0.007%
10/3/2025 Dentgroup LLC6,476$1.26M0.8%+8.7%0.002%
10/2/2025 Boyum Wealth Architects LLC11,651$2.27M1.4%-2.9%0.004%
10/2/2025 Boyum Wealth Architects LLC11,651$2.27M1.4%-2.9%0.004%
10/2/2025 Central Pacific Bank Trust Division1,549$301K0.0%-92.0%0.001%
10/2/2025 Helen Stephens Group LLC223,004$43.37M9.6%+1.3%0.077%
10/2/2025 Investors Research Corp7,156$1.39M0.3%+7.4%0.002%
10/2/2025 Capital Asset Advisory Services LLC2,189$426K0.0%-3.3%0.001%
10/2/2025 Global Wealth Strategies & Associates73,486$14.29M3.7%+5.3%0.025%
10/1/2025 Hobart Private Capital LLC1,648$321K0.1%-3.4%0.001%
9/29/2025Vestwell Advisors LLC810$148K0.1%N/A0.000%
9/26/2025Corient Private Wealth LLC642,370$117.44M0.2%-0.2%0.222%
9/26/2025Capital A Wealth Management LLC446$82K0.8%-93.6%0.000%
9/22/2025GatePass Capital LLC4,619$844K0.6%+51.2%0.002%
9/22/2025Caldwell Trust Co785$144K0.0%N/A0.000%
9/19/2025Watts Gwilliam & Co. LLC64,553$12.40M2.1%-4.8%0.022%
9/15/2025Migdal Insurance & Financial Holdings Ltd.4,279$782K0.0%+37.6%0.001%
9/12/2025Valeo Financial Advisors LLC4,057$742K0.0%-30.2%0.001%
9/10/2025WT Wealth Management6,962$1.27M0.4%-7.2%0.002%
9/9/2025NWF Advisory Services Inc.2,620$479K0.1%+7.1%0.001%
9/4/2025Osaic Holdings Inc.1,216,952$222.52M0.4%-7.4%0.420%
9/3/2025American Trust8,987$1.64M0.2%+538.7%0.003%
9/2/2025FSC Wealth Advisors LLC1,849$338K0.2%N/A0.001%
8/29/2025Evolution Wealth Management Inc.5,298$969K1.2%N/A0.002%
8/29/2025Total Investment Management Inc.232$42K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.128,651$23.52M1.4%+9.6%0.044%
8/28/2025Stark Wealth Management LLC52,960$9.39M13.0%N/A0.018%
8/28/2025Midwestern Financial LLC IA11,185$2.05M1.9%N/A0.004%
8/27/2025Barnes Wealth Management Group Inc35,496$6.49M3.8%+6.9%0.012%
8/27/2025Orion Porfolio Solutions LLC173,866$31.79M0.3%+27.6%0.060%
8/27/2025Squarepoint Ops LLC4,750$868K0.0%+25.2%0.002%
8/26/2025Provident Investment Management Inc.14,273$2.61M0.2%+17.2%0.005%
8/26/2025Thrivent Financial for Lutherans121,234$22.16M0.0%-79.6%0.042%
8/26/2025Claris Financial LLC3,514$642K0.5%-48.6%0.001%
8/25/2025Silverlake Wealth Management LLC15,226$2.78M0.8%-18.6%0.005%
8/25/2025Fulcrum Equity Management4,462$816K0.8%+4.6%0.002%
8/22/2025TT Capital Management LLC2,003$357K0.1%N/A0.001%
8/20/2025Forefront Wealth Partners LLC1,725$308K0.2%+12.9%0.001%
8/20/2025Coppell Advisory Solutions LLC1,373$249K0.0%N/A0.000%
8/19/2025B. Riley Wealth Advisors Inc.28,482$5.21M0.2%N/A0.010%
8/19/2025Newbridge Financial Services Group Inc.2,055$376K0.1%+542.2%0.001%
8/19/2025Cape Investment Advisory Inc.2,517$460K0.2%+2.3%0.001%
8/19/2025Advisory Services Network LLC48,821$8.99M0.1%+2.3%0.017%
8/19/2025Delos Wealth Advisors LLC21,425$3.92M3.1%-10.5%0.007%
8/19/2025Asset Dedication LLC2,442$446K0.0%+3.7%0.001%
8/19/2025Element Pointe Advisors LLC84,942$15.53M3.8%+3.2%0.029%
8/18/2025Tyler Stone Wealth Management28,294$5.17M0.8%+8.0%0.010%
8/18/2025Geneos Wealth Management Inc.21,503$3.93M0.1%+11.9%0.007%
8/18/2025Kestra Investment Management LLC782,445$143.05M4.3%-0.8%0.270%
8/16/2025Evergreen Capital Management LLC8,701$1.59M0.0%+7.9%0.003%
8/16/2025Headlands Technologies LLC407$74K0.0%-68.9%0.000%
8/15/2025High Falls Advisors Inc161,963$29.61M6.6%-0.8%0.056%
8/15/2025Tower Research Capital LLC TRC 8,363$1.53M0.0%-87.1%0.003%
8/15/2025First Heartland Consultants Inc.18,671$3.41M0.3%+51.6%0.006%
8/15/2025Blue Edge Capital LLC52,997$9.69M1.4%-5.2%0.018%
8/15/2025Semmax Financial Advisors Inc.8,686$1.61M0.4%+10.5%0.003%
8/15/2025Brown Financial Advisors21,653$3.96M1.5%-2.4%0.007%
8/15/2025Corient Private Wealth LLC642,368$117.44M0.2%-0.2%0.222%
8/15/2025Equitable Holdings Inc.476,950$87.20M0.7%+7.2%0.164%
8/15/2025Florida Financial Advisors LLC2,943$538K0.2%+18.9%0.001%
8/15/2025Northeast Financial Consultants Inc49,721$9.09M0.4%-0.6%0.017%
8/15/2025Captrust Financial Advisors409,396$74.85M0.2%-4.4%0.141%
8/15/2025Lantern Wealth Advisors LLC7,754$1.42M0.8%N/A0.003%
(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, 1,655 institutional investors and hedge funds held shares of iShares MSCI USA Quality Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.94B), LPL Financial LLC ($3.11B), FMR LLC ($2.87B), Bank of America Corp DE ($1.37B), PNC Financial Services Group Inc. ($1.29B), JPMorgan Chase & Co. ($1.28B), and Wells Fargo & Company MN ($952.63M).Learn more on iShares MSCI USA Quality Factor ETF's institutional investors.

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

Of the 1,485 institutional investors that purchased iShares MSCI USA Quality Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OVERSEA CHINESE BANKING Corp Ltd ($7.46M), Envestnet Asset Management Inc. ($5.68M), LPL Financial LLC ($5.14M), Envestnet Portfolio Solutions Inc. ($3.12M), BNP Paribas Financial Markets ($2.71M), Orgel Wealth Management LLC ($2.64M), and Gallagher Fiduciary Advisors LLC ($2.46M).

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

Institutional investors have bought a total of 67,332,476 shares in the last 24 months. This purchase volume represents approximately $11.90B in transactions.

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

Of the 782 institutional investors that sold iShares MSCI USA Quality Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BNP Paribas Financial Markets ($2.71M), Horizon Investments LLC ($2.44M), Bank of New York Mellon Corp ($1.24M), PNC Financial Services Group Inc. ($1.01M), Thrivent Financial for Lutherans ($840.56K), Envestnet Portfolio Solutions Inc. ($820.89K), and Keybank National Association OH ($789.40K).

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

Institutional investors have sold a total of 25,584,058 shares in the last 24 months. This volume of shares sold represents approximately $4.55B in transactions.


Related Companies

This page (BATS:QUAL) was last updated on 10/9/2025 by MarketBeat.com Staff
From Our Partners
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
If You Keep Cash In A U.S. Bank Account… Read This NOW
The Treasury Department just issued a stunning warning: U.S. banks could lose up to $6.6 trillion of custom...
Banyan Hill Publishing | Sponsoredtc pixel
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
Forget AI, This Will Be the Next Big Tech Breakthrough
After picking Nvidia in 2016, before it jumped 27,000%... Jeff Brown is back with what he believes will be ...
Brownstone Research | Sponsoredtc pixel