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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$216.81 +0.81 (+0.38%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1043
Total
Institutional Inflows
(last 12 months)
$5.84B
Number of
Institutional Sellers
(last 12 months)
950
Total
Institutional Outflows
(last 12 months)
$10.77B
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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
7/10/2026 Abound Wealth Management1,086$238K0.0%+172.9%0.000%
7/10/2026 Investors Research Corp7,412$1.63M0.3%-1.4%0.003%
7/10/2026 Annex Advisory Services LLC23,226$5.10M0.1%-34.5%0.008%
7/10/2026 Insight Wealth Strategies LLC7,146$1.56M0.2%-90.0%0.002%
7/10/2026 Heck Capital Advisors LLC138,429$30.38M1.8%-5.9%0.048%
7/10/2026 JFS Wealth Advisors LLC2,095$460K0.0%-75.1%0.001%
7/10/2026 Farrell Financial LLC19,125$4.20M2.3%-3.4%0.007%
7/10/2026 Sage Capital Advisors llc970$213K0.0%N/A0.000%
7/10/2026 Sherman Wealth Management LLC20,726$4.55M3.4%+0.3%0.007%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,382$2.50M0.3%-1.2%0.004%
7/10/2026 Community Financial Services Group LLC778$170K0.0%-99.0%0.000%
7/10/2026 Fulton Bank N.A.8,235$1.81M0.1%+72.5%0.003%
7/10/2026 Wealthcare Advisory Partners LLC53,676$11.78M0.2%+2.9%0.019%
7/10/2026 Warner Financial Inc.26,457$5.81M1.7%+2.8%0.009%
7/10/2026 FFG Retirement Advisors LLC14,554$3.19M1.7%+1.6%0.005%
7/9/2026 Kraft Davis & Associates LLC74,726$16.22M3.3%+2.0%0.026%
7/9/2026 Centurion Wealth Management LLC26,069$5.72M1.4%-18.1%0.009%
7/9/2026 Wealthcare Capital Partners LLC989$217K0.1%N/A0.000%
7/9/2026 Sapient Capital LLC2,462$540K0.0%N/A0.001%
7/9/2026 Atlas Brown Inc.2,266$497K0.1%-13.9%0.001%
7/9/2026 World Equity Group Inc.1,213$267K0.1%-69.0%0.000%
7/9/2026 Next Level Private LLC1,084$238K0.0%N/A0.000%
7/9/2026 Focus Financial Network Inc.54,255$11.91M0.4%-30.3%0.019%
7/9/2026 Fluent Financial LLC20,075$4.41M1.6%+1.7%0.007%
7/9/2026 Pettinga Financial Advisors LLC39,570$8.68M1.4%-50.7%0.014%
7/9/2026 Kastel Capital Advisors LLC13,814$3.03M1.8%-33.9%0.005%
7/9/2026 Exchange Bank4,519$992K0.6%+56.6%0.002%
7/9/2026 Sax Wealth Advisors LLC465,970$102.25M3.8%+1.2%0.161%
7/9/2026 Everpar Advisors LLC8,388$1.84M0.5%+27.9%0.003%
7/9/2026 Ehrlich Financial Group12,891$2.83M1.5%-4.6%0.004%
7/9/2026 Breakwater Capital Group29,944$6.57M0.8%+2.1%0.010%
7/9/2026 Strategic Point Investment Advisors LLC105,850$23.23M3.0%+1.4%0.037%
7/9/2026 Valeo Financial Advisors LLC4,000$878K0.0%-1.2%0.001%
7/8/2026 MRA Advisory Group52,400$11.50M4.2%+2.5%0.018%
7/8/2026 First Heartland Consultants Inc.2,719$597K0.0%-71.1%0.001%
7/8/2026 Green Ridge Wealth Planning LLC35,505$7.79M3.3%-14.4%0.012%
7/8/2026 Cooper Financial Group3,835$841K0.1%-29.0%0.001%
7/8/2026 Factor Wealth Management LTD2,372$520K0.1%N/A0.001%
7/8/2026 RVW Wealth LLC131,903$28.94M1.9%+0.3%0.045%
7/8/2026 Apella Capital LLC74,877$16.30M0.2%-3.1%0.026%
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7/8/2026 Clark Asset Management LLC4,955$1.09M0.1%+2.8%0.002%
7/8/2026 Stonehearth Capital Management LLC43,415$9.53M3.3%-3.2%0.015%
7/8/2026 Thrive Wealth Management LLC13,626$2.99M0.4%-1.6%0.005%
7/8/2026 Archer Investment Management LLC11,974$2.63M0.9%-65.3%0.004%
7/7/2026 Fermata Advisors LLC2,758$605K0.1%+10.5%0.001%
7/7/2026 First Citizens Financial Corp25,763$5.65M2.4%+11.3%0.009%
7/7/2026 Foster Group Inc.765,906$168.06M4.5%+2.1%0.264%
7/7/2026 JGP Wealth Management LLC3,636$798K0.1%+32.7%0.001%
7/7/2026 Paller Financial Services Inc26,994$5.92M4.4%-7.9%0.009%
7/7/2026 Trinity Wealth Management LLC82,694$18.15M5.8%-10.4%0.029%
7/7/2026 Integral Investment Advisors Inc.2,950$647K0.1%-8.3%0.001%
7/7/2026 Balefire LLC2,320$509K0.1%+26.3%0.001%
7/7/2026 Dynamic Advisor Solutions LLC10,201$2.24M0.1%+43.4%0.004%
7/7/2026 Baron Wealth Management LLC281,840$61.84M16.0%+0.4%0.097%
7/7/2026 GK Wealth Management LLC4,975$1.09M0.6%N/A0.002%
7/7/2026 GAMMA Investing LLC1,840$404K0.0%+4.5%0.001%
7/7/2026 Avior Wealth Management LLC4,383$962K0.0%-1.2%0.002%
7/7/2026 Harbor Investment Advisory LLC4,887$1.07M0.1%+28.7%0.002%
7/7/2026 Arlington Trust Co LLC280$61K0.0%-48.2%0.000%
7/7/2026 Financial Enhancement Group LLC42,270$9.28M1.1%+0.7%0.015%
7/7/2026 CGN Advisors LLC30,058$6.60M0.5%-54.9%0.010%
7/7/2026 CoreCap Advisors LLC37,240$8.17M0.2%-18.8%0.013%
7/7/2026 Pacific Excel Wealth Advisors Inc.2,558$561K0.2%-16.4%0.001%
7/7/2026 Moulton Wealth Management Inc.5,518$1.21M0.8%N/A0.002%
7/7/2026 Howard Financial Services LTD.513,557$112.69M11.3%+2.1%0.177%
7/6/2026 jvl associates llc995$218K0.1%N/A0.000%
7/6/2026 Hobart Private Capital LLC1,595$350K0.1%+9.2%0.001%
7/6/2026 Private Client Services LLC12,583$2.76M0.7%-5.1%0.004%
7/6/2026 Trilogy Capital Inc.55,269$12.13M0.5%-1.5%0.019%
7/2/2026 MassMutual Private Wealth & Trust FSB1,906$418K0.0%-8.2%0.001%
7/1/2026 Noble Wealth Management PBC5,384$1.18M0.5%-1.3%0.002%
7/1/2026 Eastern Bank22,784$5M0.1%-37.2%0.008%
7/1/2026 Global Wealth Strategies & Associates17,641$3.87M0.7%-14.4%0.006%
6/26/2026WealthPoint Financial LLC10,353$1.99M1.6%+1.7%0.004%
6/24/2026Redwood Investment Management LLC12,868$2.47M0.3%-41.9%0.004%
6/16/2026Steelhead Wealth Management LLC62,976$12.08M6.1%N/A0.022%
6/16/2026Empowered Funds LLC3,264$626K0.0%+32.1%0.001%
6/10/2026Curry Webb Wealth Management LLC2,833$543K0.3%N/A0.001%
6/4/2026Town Capital LLC24,621$4.72M3.8%-35.9%0.008%
6/3/2026Parallel Advisors LLC145,994$28.00M0.5%-10.9%0.050%
6/3/2026NewEdge Advisors LLC732,682$140.54M0.5%+2.6%0.253%
6/2/2026Blue Edge Capital LLC50,270$9.64M1.3%-3.0%0.017%
6/1/2026Concorde Asset Management LLC19,651$3.77M1.8%-1.4%0.007%
6/1/2026Keel Point LLC13,393$2.57M0.2%-3.6%0.005%
5/28/2026Cozad Asset Management Inc.7,355$1.41M0.1%-1.6%0.003%
5/28/2026Maripau Wealth Management LLC5,584$1.07M0.5%-3.9%0.002%
5/27/2026Allen Capital Group LLC7,622$1.46M0.1%+1.6%0.003%
5/27/2026 Security Financial Services INC.34,945$6.70M1.1%-13.1%0.012%
5/26/2026Glenmede Trust Co. NA215,962$41.42M0.2%-0.5%0.074%
5/22/2026WNY Asset Management LLC5,582$1.07M0.1%N/A0.002%
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5/22/2026Wellington Grp LLC738$142K0.0%+146.8%0.000%
5/22/2026Verus Capital Partners LLC28,101$5.39M0.4%-10.3%0.010%
5/21/2026Raab & Moskowitz Asset Management LLC12,199$2.34M0.5%-1.2%0.004%
5/20/2026Cadia Private Client LLC12,743$2.44M2.0%-1.0%0.004%
5/20/2026J. Mark Nickell & Co.77,306$14.83M13.4%-9.0%0.027%
5/20/2026Hobbs Group Advisors LLC6,260$1.20M0.4%-1.7%0.002%
5/20/2026TrueWealth Financial Partners3,887$746K0.3%N/A0.001%
5/19/2026Western Wealth Management LLC42,229$8.10M0.3%+65.8%0.015%
5/19/2026GTS Financial LLC10,784$2.07M1.5%N/A0.004%
5/19/2026Bank of America Corp DE8,741,641$1.68B0.1%+36.9%3.015%


QUAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,800 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 ($1.68B), PNC Financial Services Group Inc. ($1.18B), and Ameriprise Financial Inc. ($888.28M).Learn more on iShares MSCI USA Quality Factor ETF's institutional investors.

Of the 1,599 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), Bank of America Corp DE ($2.47M), Gallagher Fiduciary Advisors LLC ($2.46M), and Soundwatch Capital LLC ($2.44M).

Institutional investors have bought a total of 30,836,727 shares in the last 24 months. This purchase volume represents approximately $5.84B in transactions.

Of the 945 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. ($2.63M), JPMorgan Chase & Co. ($2.56M), Soundwatch Capital LLC ($2.43M), and LPL Financial LLC ($2.35M).

Institutional investors have sold a total of 55,121,139 shares in the last 24 months. This volume of shares sold represents approximately $10.77B in transactions.


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This page (BATS:QUAL) was last updated on 7/25/2026 by MarketBeat.com Staff.
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