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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$196.11 +19.47 (+11.02%)
Closing price 10/23/2025 03:59 PM Eastern
Extended Trading
$196.08 -0.03 (-0.01%)
As of 10/23/2025 07:20 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)
1224
Total
Institutional Inflows
(last 12 months)
$11.72B
Number of
Institutional Sellers
(last 12 months)
823
Total
Institutional Outflows
(last 12 months)
$4.99B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2025Sound Financial Strategies Group LLC5,610$1.09M0.8%+10,100.0%0.002%
10/23/2025Evolution Wealth Management Inc.4,911$955K1.0%-7.3%0.002%
10/23/2025Apex Wealth Management LLC1,834$357K0.3%-6.6%0.001%
10/23/2025Invested Advisors1,563$280K0.4%N/A0.001%
10/23/2025Steigerwald Gordon & Koch Inc.950$185K0.0%N/A0.000%
10/23/2025Ferguson Wellman Capital Management Inc.3,103$604K0.0%+5.5%0.001%
10/23/2025Clear Harbor Asset Management LLC10,220$1.99M0.1%+14.7%0.004%
10/23/2025Beaumont Financial Advisors LLC2,492$485K0.0%+2.7%0.001%
10/23/2025Vision Capital Management Inc.8,550$1.66M0.2%-9.8%0.003%
10/23/2025Kingswood Wealth Advisors LLC11,912$2.32M0.1%+20.4%0.004%
10/23/2025Foundry Financial Group Inc.21,721$4.23M2.2%-67.9%0.007%
10/23/2025Venturi Wealth Management LLC19,138$3.72M0.2%+11.4%0.007%
10/23/2025Benjamin Edwards Inc.17,831$3.47M0.0%-7.9%0.006%
10/23/2025ShoreHaven Wealth Partners LLC64,399$12.53M4.6%-15.7%0.022%
10/23/2025Ethos Financial Group LLC21,464$4.18M0.3%-26.5%0.007%
10/23/2025SG Americas Securities LLC5,904$1.15M0.0%-63.7%0.002%
10/23/2025HB Wealth Management LLC18,196$3.54M0.0%+256.4%0.006%
10/23/2025Howard Financial Services LTD.505,170$98.26M12.0%+1.7%0.174%
10/23/2025Spire Wealth Management50,735$9.87M0.3%-2.4%0.017%
10/23/2025CX Institutional1,127$219K0.0%+452.5%0.000%
10/23/2025Strategic Blueprint LLC186,018$36.18M1.6%-2.8%0.064%
10/23/2025Etesian Wealth Advisors Inc.5,803$1.13M0.4%+24.8%0.002%
10/23/2025Park Avenue Securities LLC1,983,749$385.84M3.0%-19.5%0.684%
10/23/2025Asset Advisors Investment Management LLC53,263$10.36M1.0%+2.8%0.018%
10/23/2025Integral Investment Advisors Inc.3,217$626K0.2%-3.4%0.001%
10/22/2025MassMutual Private Wealth & Trust FSB2,091$407K0.0%+35.2%0.001%
10/22/2025Avalon Capital Management14,760$2.87M0.7%-49.7%0.005%
10/22/2025Cerity Partners LLC3,709,017$721.24M1.2%-1.2%1.279%
10/22/2025Galvin Gaustad & Stein LLC1,969$383K0.0%-6.0%0.001%
10/22/2025Cardinal Strategic Wealth Guidance213,417$41.51M11.2%-0.9%0.074%
10/22/2025Ackerman Capital Advisors LLC7,427$1.45M0.3%-1.9%0.003%
10/22/2025CoreCap Advisors LLC48,374$9.41M0.3%-2.1%0.017%
10/22/2025BCS Wealth Management1,612$314K0.1%-11.7%0.001%
10/22/2025Abundance Wealth Counselors5,998$1.17M0.2%-0.9%0.002%
10/22/2025Kathmere Capital Management LLC223,038$43.38M3.1%+1.4%0.077%
10/22/2025Gladstone Institutional Advisory LLC65,577$12.76M0.5%+0.5%0.023%
10/22/2025Greenleaf Trust13,745$2.67M0.0%-9.7%0.005%
10/22/2025Geneos Wealth Management Inc.21,028$4.09M0.1%-2.2%0.007%
10/22/2025Yoder Wealth Management Inc.41,775$8.08M3.8%-6.6%0.014%
10/22/2025Milestone Asset Management Group LLC1,643$320K0.2%+5.5%0.001%
10/22/2025Blue Bell Private Wealth Management LLC1,713$333K0.1%+7.3%0.001%
10/22/2025Gries Financial LLC144,451$28.10M4.4%+2.4%0.050%
10/22/2025Almanack Investment Partners LLC.13,062$2.54M0.4%+0.4%0.005%
10/22/2025Worth Financial Advisory Group LLC25,517$4.96M2.8%-0.2%0.009%
10/22/2025RHS Financial LLC4,309$838K0.4%-13.8%0.001%
10/22/2025Keystone Wealth Services LLC15,576$3.03M0.7%-48.4%0.005%
10/22/2025Riverchase Wealth Management LLC6,119$1.19M0.7%-8.9%0.002%
10/22/2025Royal Harbor Partners LLC44,852$8.72M3.0%+2.1%0.015%
10/22/2025Capital Advantage Inc.34,871$6.78M1.0%+6.5%0.012%
10/22/2025D.A. Davidson & CO.584,713$113.73M0.7%+5.8%0.202%
10/22/2025Ellis Investment Partners LLC10,752$2.09M0.4%-2.9%0.004%
10/22/2025Oregon Pacific Wealth Management LLC4,133$804K0.7%+38.3%0.001%
10/22/2025Park Place Capital Corp507$99K0.0%-20.4%0.000%
10/22/2025Crown Wealth Group LLC53,681$10.44M3.1%-11.8%0.019%
10/22/2025Commonwealth Equity Services LLC1,629,012$316.84M0.4%-17.9%0.562%
10/22/2025Leslie Global Wealth LLC28,376$5.52M2.6%-12.6%0.010%
10/22/2025Semus Wealth Partners LLC6,548$1.27M0.7%-1.6%0.002%
10/22/2025Endeavor Private Wealth Inc.46,070$8.96M2.8%+0.7%0.016%
10/22/20254J Wealth Management LLC3,607$702K0.4%-5.3%0.001%
10/22/2025WT Wealth Management7,261$1.41M0.4%+4.3%0.003%
10/22/2025InTrack Investment Management Inc5,200$1.01M0.6%+7.9%0.002%
10/21/2025 Pettinga Financial Advisors LLC159,796$31.08M6.1%-9.3%0.055%
10/21/2025 Kellett Wealth Advisors LLC5,459$1.06M0.6%+2.4%0.002%
10/21/2025 Western Financial Corp CA1,629$317K0.1%-9.3%0.001%
10/21/2025 Ascent Wealth Partners LLC1,261$245K0.0%-40.1%0.000%
10/21/2025 Global Retirement Partners LLC75,913$14.77M0.3%-4.0%0.026%
10/21/2025 SigFig Wealth Management LLC46,473$8.99M0.3%-17.6%0.016%
10/21/2025 CPA Asset Management Group LLC1,941$378K0.1%-8.4%0.001%
10/21/2025 Lifelong Wealth Advisors Inc.46,910$9.12M2.7%+9.8%0.016%
10/21/2025 apricus wealth LLC1,663$323K0.2%N/A0.001%
10/21/2025 Pacific Wealth Management26,526$5.16M2.6%+15.3%0.009%
10/21/2025 MN Wealth Advisors LLC5,871$1.14M0.6%-12.1%0.002%
10/21/2025 BOS Asset Management LLC41,794$8.13M2.3%+3.1%0.014%
10/21/2025 Unique Wealth LLC37,573$7.31M1.1%+14.6%0.013%
10/21/2025 Altfest L J & Co. Inc.5,504$1.07M0.1%-79.0%0.002%
10/21/2025 Grey Ledge Advisors LLC1,574$306K0.1%+18.2%0.001%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors222,853$43.35M2.5%-2.6%0.077%
10/21/2025 Brookwood Investment Group LLC20,426$3.97M0.5%-3.6%0.007%
10/21/2025 SJS Investment Consulting Inc.683$133K0.0%+464.5%0.000%
10/21/2025 Summit Wealth Partners LLC131,808$25.64M4.6%-3.0%0.045%
10/21/2025 Watershed Private Wealth LLC74,264$14.44M4.6%-11.3%0.026%
10/21/2025 Riverbend Wealth Management LLC2,409$469K0.3%-4.3%0.001%
10/21/2025 SteelPeak Wealth LLC169,304$32.93M1.1%-14.1%0.058%
10/21/2025 Sterling Investment Counsel LLC2,400$467K0.1%+59.9%0.001%
10/21/2025 Delta Wealth Advisors LLC17,205$3.35M2.6%-7.7%0.006%
10/21/2025 Three Magnolias Financial Advisors LLC49,041$9.54M5.9%+0.4%0.017%
10/21/2025 Silver Oak Securities Incorporated14,692$2.86M0.2%+114.9%0.005%
10/21/2025 PUREfi Wealth LLC4,816$937K0.7%-9.0%0.002%
10/21/2025 Amplius Wealth Advisors LLC4,267$830K0.1%-56.0%0.001%
10/21/2025 Goldstein Advisors LLC288,064$56.03M6.8%-3.6%0.099%
10/21/2025 Global Financial Private Client LLC9,976$1.94M0.7%-6.7%0.003%
10/21/2025 CapWealth Advisors LLC2,270$442K0.0%-6.1%0.001%
10/21/2025 Investment Planning Advisors Inc.2,337$455K0.1%-5.7%0.001%
10/21/2025 Farrell Financial LLC19,067$3.71M2.3%-2.1%0.007%
10/21/2025 Strait & Sound Wealth Management LLC5,460$1.06M0.4%+12.0%0.002%
10/21/2025 GSG Advisors LLC58,331$11.42M3.0%-0.7%0.020%
10/21/2025 Mather Group LLC.17,938$3.49M0.0%-26.4%0.006%
10/21/2025 RVW Wealth LLC136,159$26.48M2.1%-0.3%0.047%
10/20/2025 Mattern Wealth Management LLC8,914$1.73M0.3%-6.3%0.003%
10/20/2025 Pinnacle Wealth Management Advisory Group LLC281,427$54.74M4.1%+0.8%0.097%
(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, 1,653 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 1,486 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 66,301,061 shares in the last 24 months. This purchase volume represents approximately $11.72B in transactions.

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

Of the 822 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 27,787,914 shares in the last 24 months. This volume of shares sold represents approximately $4.99B in transactions.


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This page (BATS:QUAL) was last updated on 10/24/2025 by MarketBeat.com Staff
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