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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$223.46 +2.06 (+0.93%)
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)
900
Total
Institutional Inflows
(last 12 months)
$3.40B
Number of
Institutional Sellers
(last 12 months)
902
Total
Institutional Outflows
(last 12 months)
$9.98B
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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
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group6,716$1.47M0.1%-89.1%0.002%
9/2/2026 Range Advisory LLC7,980$1.75M0.2%+26.5%0.003%
8/27/2026 Corient Private Wealth LP319,300$70.06M0.1%-50.4%0.110%
8/26/2026 HORAN Wealth LLC11,556$2.54M0.3%+6.9%0.004%
8/26/2026 HighTower Advisors LLC1,348,338$295.87M0.3%-0.1%0.465%
8/25/2026 Advus Financial Partners LLC84,615$18.57M4.2%-5.7%0.029%
8/25/2026 Tobias Financial Advisors Inc.106,768$23.43M2.8%+1.0%0.037%
8/25/2026 Financial Insights Inc.6,792$1.49M0.4%-6.1%0.002%
8/23/2026 Ameritas Advisory Services LLC109,152$23.95M0.5%+2.3%0.038%
8/23/2026 Guardian Wealth Advisors LLC NC38,609$8.47M0.5%+1.6%0.013%
8/23/2026 Wedmont Private Capital2,735$601K0.0%+12.0%0.001%
8/23/2026 Kintra Wealth LLC6,180$1.40M0.1%+14.8%0.002%
8/23/2026 Morling Financial Advisors LLC697$153K0.0%N/A0.000%
8/23/2026 Endeavor Private Wealth Inc.8,121$1.78M0.4%-66.4%0.003%
8/23/2026 Yarger Wealth Strategies LLC3,307$727K0.3%+3.5%0.001%
8/23/2026 Insight Inv LLC11,364$2.49M1.2%+8.3%0.004%
8/23/2026 Operose Advisors LLC524$115K0.0%-30.2%0.000%
8/23/2026 HB Wealth Management LLC21,552$4.73M0.0%+20.7%0.007%
8/23/2026 Hutchens & Kramer Investment Management Group LLC3,117$684K0.2%-47.7%0.001%
8/23/2026 Asset Allocation Strategies LLC2,599$570K0.1%+2.2%0.001%
8/23/2026 Angeles Wealth Management LLC490$108K0.0%+180.0%0.000%
8/22/2026 Noble Wealth Partners LLC23,812$5.23M4.5%N/A0.008%
8/22/2026 Advisory Solutions Group LLC10,342$2.27M0.8%N/A0.004%
8/22/2026 Rose Capital Advisors LLC15,236$3.34M1.7%N/A0.005%
8/22/2026 Compass Financial Management LLC371$82K0.0%N/A0.000%
8/22/2026 William John Sempolinski24,008$5.27M2.1%N/A0.008%
8/22/2026 Markowski Investments372$82K0.0%N/A0.000%
8/22/2026 Strive Financial Group LLC183$40K0.0%+1,730.0%0.000%
8/22/2026 Cassilly Financial Group LLC3,285$721K0.5%-52.5%0.001%
8/22/2026 Blalock Williams LLC1,746$383K0.2%-84.2%0.001%
8/22/2026 Aventus Investment Advisors Inc.128,034$28.10M20.6%+1.7%0.044%
8/22/2026 Elevation Wealth Management LLC1,911$419K0.3%-32.4%0.001%
8/22/2026 BAM Wealth Management LLC1,798$395K0.2%-35.1%0.001%
8/22/2026 Cornerstone Advisors Asset Management LLC27,322$6.00M0.8%+2.8%0.009%
8/22/2026 Shum Financial Group Inc.32,369$7.10M3.9%+5.7%0.011%
8/22/2026 SMART Wealth LLC8,177$1.79M0.4%+125.9%0.003%
8/22/2026 Retirement Wealth Solutions LLC6,313$1.39M0.8%-49.7%0.002%
8/22/2026 Investor s Fiduciary Advisor Network LLC16,220$3.56M1.2%-27.5%0.006%
8/22/2026 LifePlan Investment Advisors Inc.3,849$845K0.3%-70.3%0.001%
8/22/2026 Sapient Capital LLC2,462$540K0.0%N/A0.001%
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8/22/2026 TD Waterhouse Canada Inc.14,921$3.27M0.0%+63.3%0.005%
8/22/2026 Syntax Research Inc.38,180$8.38M6.1%+347.0%0.013%
8/22/2026 Premier Path Wealth Partners LLC42,309$9.28M1.1%-9.2%0.015%
8/22/2026 Kickstand Ventures LLC.44,958$9.87M1.8%-26.4%0.016%
8/22/2026 Concurrent Investment Advisors LLC67,527$14.82M0.1%-42.6%0.023%
8/21/2026 Beacon Capital Management LLC1,091$239K0.0%-90.1%0.000%
8/21/2026 Continuum Advisory LLC2,969$651K0.1%-27.6%0.001%
8/21/2026 Orion Capital Management LLC818$179K0.1%-18.4%0.000%
8/21/2026 Buttonwood Financial Group LLC19,285$4.23M2.5%-1.3%0.007%
8/21/2026 Tranquilli Financial Advisor LLC6,887$1.51M0.8%+3.4%0.002%
8/21/2026 Coppell Advisory Solutions LLC475$104K0.0%N/A0.000%
8/21/2026 PFG Private Wealth Management LLC3,344$734K0.3%-23.9%0.001%
8/21/2026 Atticus Wealth Management LLC1,048$230K0.1%-19.4%0.000%
8/21/2026 Beacon Financial Advisory LLC16,561$3.63M0.7%-13.7%0.006%
8/21/2026 Tsfg LLC3,640$799K0.1%-91.7%0.001%
8/21/2026 Lionsbridge Wealth Management LLC8,224$1.81M1.6%-4.8%0.003%
8/21/2026 Sound Financial Strategies Group LLC24,169$5.30M3.4%+0.6%0.008%
8/21/2026 Symphony Financial Ltd. Co.33,629$7.34M0.8%+0.7%0.012%
8/21/2026 Acorn Wealth Advisors LLC15,283$3.35M0.8%-3.2%0.005%
8/21/2026 Triumph Capital Management19,290$4.23M0.7%-9.4%0.007%
8/21/2026 Financial Life Advisors48,200$10.58M3.0%-2.4%0.017%
8/20/2026 Avant Capital LLC28,266$6.20M3.9%-2.5%0.010%
8/20/2026 Nwam LLC20,702$4.54M0.2%+85.8%0.007%
8/20/2026 Rehmann Capital Advisory Group1,644$361K0.0%-28.3%0.001%
8/20/2026 Orgel Wealth Management LLC3,358,210$736.89M14.0%+2.0%1.158%
8/20/2026 Advocacy Wealth Management LLC6,172$1.35M0.0%-98.5%0.002%
8/20/2026 Headlands Technologies LLC1,720$377K0.0%+35.9%0.001%
8/20/2026 Ancora Advisors LLC8,457$1.86M0.0%-3.4%0.003%
8/20/2026 Sigma Planning Corp44,442$9.75M0.2%-9.0%0.015%
8/20/2026 Benjamin Edwards Inc.8,380$1.84M0.0%-38.6%0.003%
8/20/2026 GTS Securities LLC17,554$3.85M0.1%-75.0%0.006%
8/20/2026 Flputnam Investment Management Co.14,502$3.15M0.0%-4.0%0.005%
8/20/2026 Northwestern Mutual Wealth Management Co.1,613,234$353.99M0.2%-15.1%0.556%
8/20/2026 Greenleaf Trust14,913$3.27M0.0%+7.5%0.005%
8/20/2026 Mcmorgan & Co. LLC111,785$24.53M3.7%-4.3%0.039%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,721$1.91M0.0%-18.6%0.003%
8/19/2026 Lincoln Capital Corp24,143$5.30M1.7%+0.6%0.008%
8/12/2026 Compass Financial Management LLC371$82K0.0%N/A0.000%
8/7/2026 Trust Co. of Vermont2,954$648K0.0%N/A0.001%
8/1/2026 True Link Financial Advisors LLC323,641$71.02M4.1%+0.9%0.112%
7/31/2026 Kerusso Capital Management LLC2,682$204K0.1%N/A0.001%
7/30/2026 Ascentis Independent Advisors726$159K0.4%-97.0%0.000%
7/30/2026 Sovran Advisors LLC57,830$12.49M0.9%-21.9%0.020%
7/30/2026 Westfuller Advisors LLC352$77K0.0%N/A0.000%
7/29/2026 Gilliland Jeter Wealth Management LLC1,632$358K0.1%-59.5%0.001%
7/29/2026 Victory Financial Group LLC10,011$2.20M0.2%-6.6%0.003%
7/29/2026 Banco Santander S.A.15,551$3.41M0.0%-13.3%0.005%
7/28/2026 Baldwin Investment Management LLC2,904$637K0.1%N/A0.001%
7/28/2026 Kestra Private Wealth Services LLC108,440$23.80M0.3%+8.0%0.037%
7/28/2026 Key Capital Management INC846$186K0.1%-71.8%0.000%
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7/28/2026 Latitude Advisors LLC6,514$1.43M0.6%-7.4%0.002%
7/28/2026 Krilogy Financial LLC2,388$524K0.0%+2.6%0.001%
7/27/2026 Tempo Wealth LLC26,221$5.75M0.9%-0.6%0.009%
7/27/2026 Facet Wealth Inc.3,300,180$724.16M10.4%+11.3%1.138%
7/27/2026 Tufton Capital Management1,133$388K0.1%N/A0.000%
7/27/2026 Fortune Financial Group Inc.7,739$2.65M2.1%N/A0.003%
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%


QUAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,792 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 1,573 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 ($4.41M), Envestnet Asset Management Inc. ($3.93M), 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 17,340,090 shares in the last 24 months. This purchase volume represents approximately $3.40B in transactions.

Of the 902 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 ($3.35M), Northwestern Mutual Wealth Management Co. ($2.92M), JPMorgan Chase & Co. ($2.56M), Soundwatch Capital LLC ($2.43M), LPL Financial LLC ($2.35M), and Park Avenue Securities LLC ($1.38M).

Institutional investors have sold a total of 50,501,020 shares in the last 24 months. This volume of shares sold represents approximately $9.98B in transactions.


Related Companies

Institutional ownership data for BATS:QUAL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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