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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$207.50 +1.40 (+0.68%)
As of 04:10 PM Eastern
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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)
1179
Total
Institutional Inflows
(last 12 months)
$7.85B
Number of
Institutional Sellers
(last 12 months)
1003
Total
Institutional Outflows
(last 12 months)
$11.40B
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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
5/5/2026Quartz Partners LLC1,796$344K0.1%-44.5%0.001%
5/5/2026BCGM Wealth Management LLC53,660$10.29M2.6%-0.8%0.019%
5/5/2026Lane Brothers & Co. Inc.4,570$877K0.6%-8.0%0.002%
5/5/2026Mcmorgan & Co. LLC116,774$22.40M3.6%-2.5%0.040%
5/5/2026Ridgeline Wealth Planning LLC4,696$901K0.7%-13.2%0.002%
5/5/2026Wealthfront Advisers LLC6,093$1.17M0.0%+1.1%0.002%
5/5/2026D.A. Davidson & CO.605,588$116.16M0.7%+1.0%0.209%
5/5/2026Beaumont Financial Advisors LLC2,464$473K0.0%+6.6%0.001%
5/5/2026Marks Group Wealth Management Inc16,732$3.21M0.3%+15.8%0.006%
5/5/2026Bank of New York Mellon Corp856,096$164.21M0.0%+9.0%0.295%
5/5/2026Theory Financial LLC15,138$2.90M1.0%-49.4%0.005%
5/5/2026Journey Advisory Group LLC80,236$15.39M1.3%-36.7%0.028%
5/5/2026Ethos Financial Group LLC17,787$3.41M0.2%-11.7%0.006%
5/5/2026Signet Financial Management LLC17,256$3.31M0.4%+9.6%0.006%
5/5/2026SouthState Bank Corp4,316$828K0.0%+36.2%0.001%
5/5/2026Sanctuary Advisors LLC604,311$115.91M0.6%+6.4%0.208%
5/5/2026 Sigma Planning Corp48,816$9.36M0.3%-6.1%0.017%
5/5/2026 Camden National Bank1,230$236K0.0%-5.7%0.000%
5/5/2026 Mosaic Advisors LLC1,535$318K0.4%N/A0.001%
5/5/2026 MB Generational Wealth LLC81,569$15.65M8.7%-1.3%0.028%
5/5/2026 Wealthgarden F.S. LLC16,646$3.19M2.2%-1.8%0.006%
5/4/2026 Calamos Wealth Management LLC4,920$944K0.0%-4.3%0.002%
5/4/2026 Calamos Advisors LLC4,920$944K0.0%N/A0.002%
5/4/2026 Retirement Planning Group LLC8,339$1.60M0.0%+1.8%0.003%
5/4/2026 Blake Schutter Theil Wealth Advisors LLC11,447$2.20M1.8%-9.4%0.004%
5/4/2026 Lutz Financial Services LLC80,906$15.52M1.0%+4.7%0.028%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,766,694$338.87M5.9%+0.1%0.609%
5/4/2026 Bryn Mawr Trust Advisors LLC142,886$27.41M1.3%-10.3%0.049%
5/4/2026 Integrity Wealth Solutions LLC1,298$249K0.1%-15.9%0.000%
5/4/2026 Center for Financial Planning Inc.90,570$17.37M1.8%-1.4%0.031%
5/4/2026 Northland Securities Inc.10,226$1.96M1.9%+1.7%0.004%
5/4/2026 State of Michigan Retirement System324,549$62.25M0.3%+32.4%0.112%
5/4/2026 NWF Advisory Services Inc.2,819$541K0.1%-2.6%0.001%
5/4/2026 TFR Capital LLC.3,491$670K0.2%-1.4%0.001%
5/4/2026 Bedel Financial Consulting Inc.17,902$3.43M0.4%+1.4%0.006%
5/4/2026 Chicago Partners Investment Group LLC18,550$3.84M0.1%+52.1%0.006%
5/4/2026 Kellett Wealth Advisors LLC5,113$981K0.5%-6.8%0.002%
5/4/2026 IFC Advisors LLC1,100$211K0.0%-24.1%0.000%
5/4/2026 Team Financial Group LLC1,133$217K0.1%+9.5%0.000%
5/4/2026 Vantage Point Financial LLC5,717$1.10M0.4%-16.5%0.002%
5/4/2026 Uptick Partners LLC10,331$1.98M0.4%+32.5%0.004%
5/4/2026 Moment Partners LLC55,469$10.64M1.9%-8.1%0.019%
5/4/2026 Lifeworks Advisors LLC3,868$742K0.1%-12.7%0.001%
5/4/2026 Procyon Advisors LLC4,090$784K0.0%+21.7%0.001%
5/2/2026 International Assets Investment Management LLC6,143$1.18M0.0%-19.3%0.002%
5/2/2026 Anchor Investment Management LLC3,040$583K0.0%-1.9%0.001%
5/2/2026 ARQ Wealth Advisors LLC50,470$9.68M1.7%+4.1%0.017%
5/2/2026 Diversify Wealth Management LLC69,346$14.27M0.3%+55.5%0.024%
5/2/2026 Valmark Advisers Inc.11,541$2.21M0.0%+24.0%0.004%
5/2/2026 Carnegie Investment Counsel18,666$3.58M0.1%-6.7%0.006%
5/1/2026 Midwest Trust Co4,061$779K0.0%-13.3%0.001%
5/1/2026 Fifth Third Bancorp138,005$26.47M0.0%+669.4%0.048%
5/1/2026 Sovran Advisors LLC74,060$15.35M1.2%+4.4%0.026%
5/1/2026 Signature Resources Capital Management LLC514$99K0.0%-17.2%0.000%
5/1/2026 WealthShield Partners LLC35,497$6.81M0.8%-0.4%0.012%
5/1/2026 TSA Wealth Managment LLC54,738$10.50M3.4%-1.5%0.019%
5/1/2026 Simplicity Wealth LLC20,838$4.00M0.2%+12.6%0.007%
5/1/2026 Sequoia Financial Advisors LLC105,286$20.20M0.1%-3.0%0.036%
5/1/2026 Independence Bank of Kentucky3,507$673K0.1%-20.3%0.001%
5/1/2026 Mascoma Wealth Management LLC1,144$219K0.0%+110.3%0.000%
5/1/2026 Relyea Zuckerberg Hanson LLC1,319$253K0.0%-22.4%0.000%
5/1/2026 Summa Corp.28,300$5.43M2.2%N/A0.010%
5/1/2026 Manning & Napier Advisors LLC16,265$3.12M0.0%+63.0%0.006%
4/30/2026 Hsbc Holdings PLC38,665$7.42M0.0%+3.4%0.013%
4/30/2026 Elevated Capital Advisors LLC10,466$2.01M0.5%-4.7%0.004%
4/30/2026 Accredited Investors Inc.6,657$1.28M0.1%+541.3%0.002%
4/30/2026 Yukon Wealth Management Inc.12,987$2.49M1.5%-4.0%0.004%
4/30/2026 Robinson Smith Wealth Advisors LLC16,906$3.24M2.2%-1.1%0.006%
4/30/2026 Beacon Financial Group28,135$5.40M0.5%+0.4%0.010%
4/30/2026 Mosaic Family Wealth Partners LLC4,065$780K0.1%-17.3%0.001%
4/30/2026 Ibex Wealth Advisors4,083$783K0.1%N/A0.001%
4/30/2026 Pearl Planning LLC5,678$1.09M0.6%-6.3%0.002%
4/30/2026 Kestra Advisory Services LLC443,371$85.04M0.3%-39.1%0.153%
4/30/2026 Money Concepts Capital Corp7,189$1.38M0.1%-7.3%0.002%
4/30/2026 Personal CFO Solutions LLC7,672$1.47M0.2%N/A0.003%
4/30/2026 CFS Investment Advisory Services LLC88,289$18.27M1.3%-8.0%0.030%
4/30/2026 W Advisors LLC9,562$1.83M0.9%-8.6%0.003%
4/30/2026 Cahaba Wealth Management Inc.5,686$1.09M0.1%-1.2%0.002%
4/30/2026 Quantum Portfolio Management LLC3,442$660K0.0%+5.9%0.001%
4/29/2026 Financial Life Advisors49,405$9.48M3.0%+2.0%0.017%
4/29/2026 Richmond Investment Services LLC9,671$1.86M0.3%+14.2%0.003%
4/29/2026 Marino Stram & Associates LLC34,656$6.65M1.2%+1.0%0.012%
4/29/2026 WealthPLAN Partners LLC8,403$1.61M0.3%-4.0%0.003%
4/29/2026 ArborFi Advisors LLC1,115$214K0.2%-6.0%0.000%
4/29/2026 Geneva Partners LLC44,242$8.49M4.1%-10.0%0.015%
4/29/2026 Addison Capital Co49,945$9.58M1.7%N/A0.017%
4/29/2026 Horst & Graben Wealth Management LLC114,578$23.74M3.4%+0.9%0.040%
4/29/2026 Meitav Investment House Ltd.53,516$10.26M0.1%-3.4%0.018%
4/29/2026 Clare Market Investments LLC1,079$207K0.0%N/A0.000%
4/29/2026 Advance Capital Management Inc.1,817$348K0.0%-18.1%0.001%
4/29/2026 Integrated Advisors Network LLC14,523$2.79M0.1%+0.6%0.005%
4/29/2026 Unison Advisors LLC603,217$115.70M8.8%+61.6%0.208%
4/29/2026 Interactive Financial Advisors Inc.34,798$6.68M4.3%+1.4%0.012%
4/28/2026 PUREfi Wealth LLC2,329$447K0.3%-3.8%0.001%
4/28/2026 Kathmere Capital Management LLC236,306$45.33M2.8%+2.6%0.081%
4/28/2026 FLP Wealth Management LLC4,400$844K1.4%-8.9%0.002%
4/28/2026 Bogart Wealth LLC4,229$811K0.0%+25.4%0.001%
4/28/2026 Indiana Trust & Investment Management Co176$34K0.0%+1,500.0%0.000%
4/28/2026 Ascentis Independent Advisors23,839$4.57M0.3%+2,149.0%0.008%
4/28/2026 Stephens Inc. AR102,584$19.68M0.2%+2.9%0.035%


QUAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QUAL shares?

During the previous two years, 1,796 institutional investors and hedge funds held shares of iShares MSCI USA Quality Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.08B), LPL Financial LLC ($3.21B), FMR LLC ($2.87B), Morgan Stanley ($1.78B), Bank of America Corp DE ($1.39B), PNC Financial Services Group Inc. ($1.28B), and Ameriprise Financial Inc. ($888.28M).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 1,606 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 ($7.38M), LPL Financial LLC ($5.14M), Envestnet Asset Management Inc. ($4.93M), BNP Paribas Financial Markets ($2.71M), Gallagher Fiduciary Advisors LLC ($2.46M), Soundwatch Capital LLC ($2.44M), and Orgel Wealth Management LLC ($2.38M).

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

Institutional investors have bought a total of 42,746,267 shares in the last 24 months. This purchase volume represents approximately $7.85B in transactions.

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

Of the 1,000 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: Envestnet Asset Management Inc. ($6.38M), M&T Bank Corp ($3.39M), BNP Paribas Financial Markets ($2.70M), Northwestern Mutual Wealth Management Co. ($2.69M), JPMorgan Chase & Co. ($2.56M), Soundwatch Capital LLC ($2.43M), and LPL Financial LLC ($2.35M).

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

Institutional investors have sold a total of 58,925,903 shares in the last 24 months. This volume of shares sold represents approximately $11.40B in transactions.


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This page (BATS:QUAL) was last updated on 5/5/2026 by MarketBeat.com Staff.
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