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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$185.00 +8.37 (+4.74%)
Closing price 07/3/2025 03:43 PM Eastern
Extended Trading
$185.00 -0.01 (-0.01%)
As of 07/3/2025 04:54 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)
$10.57B
Number of
Institutional Sellers
(last 12 months)
696
Total
Institutional Outflows
(last 12 months)
$3.43B
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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
7/2/2025 Dentgroup LLC5,957$1.09M0.8%-18.2%0.002%
7/2/2025 Helen Stephens Group LLC220,093$40.24M10.0%+4.4%0.076%
7/2/2025 Howard Financial Services LTD.496,946$90.85M11.9%+2.5%0.171%
7/2/2025 Central Pacific Bank Trust Division19,359$3.54M0.5%+74.4%0.007%
7/1/2025 Harbor Investment Advisory LLC3,130$572K0.0%+20.4%0.001%
7/1/2025 Private Client Services LLC13,729$2.51M1.0%+2.6%0.005%
7/1/2025 Bush Investment Group LLC21,415$3.92M2.6%+5.9%0.007%
7/1/2025 Stonehearth Capital Management LLC51,657$9.44M3.9%-3.2%0.018%
6/17/2025Howe & Rusling Inc.690$118K0.0%-11.1%0.000%
6/16/2025Maple Capital Management Inc.3,903$667K0.1%+201.9%0.001%
6/6/2025Blue Oak Capital LLC2,557$437K0.2%-62.1%0.001%
6/4/2025 First Hawaiian Bank12,228$2.09M0.1%-1.0%0.004%
6/3/2025Invst LLC105,315$18.00M2.5%-26.6%0.037%
6/2/2025Modern Wealth Management LLC302,519$51.70M1.7%+67.6%0.106%
5/29/2025Apeiron RIA LLC39,394$6.73M2.0%-39.5%0.014%
5/28/2025Jones Financial Companies Lllp240,428$40.78M0.0%+32.3%0.084%
5/28/2025GK Wealth Management LLC5,530$945K1.1%+4.9%0.002%
5/28/2025Wealth Management Associates Inc.2,145$367K0.2%+7.6%0.001%
5/27/2025Jacobi Capital Management LLC55,470$9.48M0.7%-1.7%0.019%
5/27/2025Advisors Capital Management LLC4,520$772K0.0%-1.8%0.002%
5/22/2025Rollins Financial Advisors LLC30,051$5.14M0.9%-5.6%0.010%
5/22/2025Mattson Financial Services LLC12,314$2.10M0.6%+2.8%0.004%
5/22/2025BOS Asset Management LLC38,144$6.52M2.2%+3.3%0.013%
5/22/2025Kilter Group LLC94,324$16.12M10.5%+22.7%0.033%
5/21/2025McAdam LLC3,212$549K0.0%+2.7%0.001%
5/21/2025Geneos Wealth Management Inc.19,209$3.28M0.1%-10.7%0.007%
5/20/2025Blue Rock Wealth Management LLC47,027$8.04M6.8%-2.3%0.016%
5/20/2025Belpointe Asset Management LLC4,088$699K0.0%-23.5%0.001%
5/20/2025Focus Partners Wealth1,891,522$323.24M0.8%+213.6%0.660%
5/20/2025Integrity Alliance LLC.175,906$30.06M1.2%+101.6%0.061%
5/20/2025Glenview Trust co5,609$959K0.0%-10.4%0.002%
5/19/2025Jane Street Group LLC60,910$10.41M0.0%+774.9%0.021%
5/19/2025SageView Advisory Group LLC29,258$5M0.2%+1.0%0.010%
5/19/2025Advisory Alpha LLC4,032$689K0.0%-10.2%0.001%
5/19/2025Client 1ST Advisory Group LLC34,401$5.88M2.3%+4.4%0.012%
5/19/2025SCS Capital Management LLC1,212,303$207.17M2.6%+30.9%0.423%
5/19/2025Legacy Advisory Services LLC38,907$6.65M5.6%N/A0.014%
5/16/2025American Trust1,407$240K0.1%-82.3%0.000%
5/16/2025Semmax Financial Advisors Inc.7,858$1.34M0.4%+16.2%0.003%
5/16/2025Empowered Funds LLC21,472$3.67M0.1%+9,359.0%0.007%
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5/16/2025Northeast Financial Consultants Inc50,001$8.55M0.4%+6.2%0.017%
5/16/2025Ascent Group LLC247,954$42.37M1.8%+180.3%0.087%
5/16/2025Arete Wealth Advisors LLC10,675$1.82M0.1%-23.7%0.004%
5/16/2025Bell Investment Advisors Inc76,743$13.12M2.4%-0.3%0.027%
5/16/2025Strait & Sound Wealth Management LLC4,210$719K0.3%+74.7%0.001%
5/16/2025Signature Estate & Investment Advisors LLC6,035$1.03M0.0%+15.6%0.002%
5/16/2025Ashton Thomas Private Wealth LLC60,004$10.25M0.4%+5.2%0.021%
5/16/2025Goldman Sachs Group Inc.132,198$22.59M0.0%+88.9%0.046%
5/16/2025Kestra Investment Management LLC788,617$134.77M4.2%+31.4%0.275%
5/16/2025Cape Investment Advisory Inc.2,460$420K0.2%+21.2%0.001%
5/16/2025Jones Financial Companies Lllp279,517$47.77M0.0%+53.9%0.098%
5/16/2025Legacy Wealth Managment LLC ID218$37K0.0%N/A0.000%
5/16/2025Coordinated Financial Services Inc. CO5,394$922K0.7%N/A0.002%
5/16/2025Tolleson Wealth Management Inc.2,957$505K0.1%+84.0%0.001%
5/16/2025Sheridan Capital Management LLC12,191$2.08M1.5%+5.7%0.004%
5/16/2025Raab & Moskowitz Asset Management LLC5,729$979K0.2%-14.2%0.002%
5/16/2025Pinnacle Family Advisors LLC3,920$670K0.4%+20.3%0.001%
5/16/2025NewEdge Advisors LLC1,128,579$192.86M1.1%+17.9%0.394%
5/16/2025Integrated Wealth Concepts LLC1,113,403$190.27M2.2%-2.9%0.389%
5/16/2025Clark Capital Management Group Inc.1,778$304K0.0%+26.9%0.001%
5/16/2025Concentric Capital Strategies LP175,030$29.91M2.8%N/A0.061%
5/16/2025Concorde Asset Management LLC18,976$3.15M1.7%+2.8%0.007%
5/16/2025Cook Wealth LLC75,732$12.83M6.2%-7.7%0.026%
5/16/2025Copperleaf Capital LLC27,258$4.66M2.8%+14.3%0.010%
5/16/2025Curi RMB Capital LLC1,904$325K0.0%-4.3%0.001%
5/16/2025Alliancebernstein L.P.209,022$35.72M0.0%-6.7%0.073%
5/16/2025AQR Capital Management LLC19,681$3.36M0.0%+45.5%0.007%
5/16/2025AlTi Global Inc.33,431$5.71M0.1%+10.3%0.012%
5/16/2025Ancora Advisors LLC7,785$1.33M0.0%+26.6%0.003%
5/16/2025Aprio Wealth Management LLC5,917$1.01M0.1%+188.2%0.002%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.149,775$25.60M3.9%+5.8%0.052%
5/15/2025EP Wealth Advisors LLC18,693$3.20M0.0%-28.9%0.007%
5/15/2025First Manhattan CO. LLC.5,614$959K0.0%-6.2%0.002%
5/15/2025GW Henssler & Associates Ltd.109,004$18.63M1.0%+20.6%0.038%
5/15/2025Focus Partners Advisor Solutions LLC18,118$3.10M0.0%+102.1%0.006%
5/15/2025One Wealth Capital Management LLC40,548$6.93M3.7%+12.5%0.014%
5/15/2025Flputnam Investment Management Co.16,371$2.80M0.1%+4.1%0.006%
5/15/2025Royal Bank of Canada1,837,838$314.07M0.1%+6.3%0.641%
5/15/2025MAI Capital Management35,581$6.08M0.0%+2.4%0.012%
5/15/2025FRG Family Wealth Advisors LLC5,130$877K0.2%-2.2%0.002%
5/15/2025Connecticut Wealth Management LLC1,100,109$188.00M9.8%-31.3%0.384%
5/15/2025Titleist Asset Management LLC34,504$5.90M0.7%+10.3%0.012%
5/15/2025Baird Financial Group Inc.289,028$49.39M0.1%-1.4%0.101%
5/15/2025Vident Advisory LLC39,114$6.69M0.1%+6.3%0.014%
5/15/2025Vermillion & White Wealth Management Group LLC7,420$1.27M0.9%-50.5%0.003%
5/15/2025Palo Alto Wealth Advisors LLC115,027$20.32M8.1%+18.9%0.040%
5/15/2025TD Capital Management LLC204,698$34.98M3.5%-1.4%0.071%
5/15/2025Itau Unibanco Holding S.A.5,741$981K0.0%N/A0.002%
5/15/2025BNP Paribas Financial Markets2,705,108$462.28M0.3%+3,606,710.7%0.944%
5/14/2025Delta Investment Management LLC3,036$519K0.1%+12.0%0.001%
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5/14/2025Triad Wealth Partners LLC78,861$13.48M4.2%+34.6%0.028%
5/14/2025Ieq Capital LLC6,429$1.10M0.0%+2.6%0.002%
5/14/2025CreativeOne Wealth LLC279,306$47.73M1.4%+8.3%0.097%
5/14/2025Quadcap Wealth Management LLC1,641$280K0.0%-10.2%0.001%
5/14/2025Redwood Investment Management LLC16,519$2.82M0.3%+5.4%0.006%
5/14/2025Per Stirling Capital Management LLC.36,147$6.18M0.9%-0.9%0.013%
5/14/2025PKS Advisory Services LLC3,050$521K0.1%+2.7%0.001%
5/14/2025Orion Capital Management LLC1,597$273K0.1%+13.8%0.001%
5/14/2025WCG Wealth Advisors LLC65,047$11.12M0.8%-5.7%0.023%
5/14/2025Jane Street Group LLC60,910$10.41M0.0%+774.9%0.021%
(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, 1,588 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 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 1,428 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: 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 60,714,440 shares in the last 24 months. This purchase volume represents approximately $10.57B in transactions.

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

Of the 696 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: Horizon Investments LLC ($2.44M), Bank of New York Mellon Corp ($1.24M), PNC Financial Services Group Inc. ($792.34K), The Manufacturers Life Insurance Company ($708.30K), M&T Bank Corp ($698.24K), Liberty Wealth Management LLC ($664.38K), and Envestnet Portfolio Solutions Inc. ($662.25K).

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

Institutional investors have sold a total of 19,565,671 shares in the last 24 months. This volume of shares sold represents approximately $3.43B in transactions.


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This page (BATS:QUAL) was last updated on 7/5/2025 by MarketBeat.com Staff
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