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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$227.09 -0.63 (-0.28%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$227.08 0.00 (0.00%)
As of 10/13/2026 07:30 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 Massive. 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)
895
Total
Institutional Inflows
(last 12 months)
$3.38B
Number of
Institutional Sellers
(last 12 months)
900
Total
Institutional Outflows
(last 12 months)
$12.43B
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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
10/14/2026Forte Asset Management LLC50,470$11.22M4.5%+0.5%0.017%
10/14/2026Stonehearth Capital Management LLC42,170$9.37M3.2%-2.9%0.015%
10/14/2026Signal Advisors Wealth LLC8,580$1.91M0.1%+5.5%0.003%
10/14/2026Foster Group Inc.779,766$173.30M4.7%+1.8%0.269%
10/14/2026B. Riley Wealth Advisors Inc.10,700$2.38M0.1%+10.7%0.004%
10/14/2026Krilogy Financial LLC2,714$618K0.0%+13.7%0.001%
10/14/2026RHS Financial LLC4,699$1.04M0.3%+10.5%0.002%
10/14/2026Trinity Wealth Management LLC82,228$18.27M5.8%-0.6%0.028%
10/13/2026Fluent Financial LLC19,764$4.39M1.6%-1.5%0.007%
10/13/2026Lineweaver Wealth Advisors LLC159,420$35.43M4.1%+1.4%0.055%
10/13/2026Euro Pacific Asset Management LLC2,481$552K0.0%N/A0.001%
10/13/2026Downshift Financial LLC987$219K0.1%+6.6%0.000%
10/13/2026Lincoln Capital Corp23,996$5.33M1.7%-0.6%0.008%
10/13/2026Level Financial Advisors10,185$2.26M0.5%-0.7%0.004%
10/13/2026Sax Wealth Advisors LLC512,973$114.00M3.2%+10.1%0.177%
10/13/2026Fragasso Financial Advisors Inc70,835$16.09M0.8%-11.2%0.024%
10/13/2026Avior Wealth Management LLC4,299$956K0.0%-1.9%0.001%
10/13/2026Paller Financial Services Inc27,456$6.10M4.7%+1.7%0.009%
10/10/2026Davidson Trust Co.3,210$713K0.3%-21.0%0.001%
10/9/2026Sound Income Strategies LLC2,439$552K0.0%-38.6%0.001%
10/9/2026GK Wealth Management LLC4,021$894K0.5%-19.2%0.001%
10/9/2026Balefire LLC2,869$638K0.1%+23.7%0.001%
10/9/2026Delta Wealth Advisors LLC10,854$2.41M1.7%-10.3%0.004%
10/9/2026Intelligence Driven Advisers LLC54,073$12.02M2.1%-3.5%0.019%
10/9/2026BOS Asset Management LLC48,940$10.88M2.5%+5.4%0.017%
10/9/2026Insight Wealth Strategies LLC6,637$1.48M0.1%-7.1%0.002%
10/9/2026Aventus Investment Advisors Inc.127,975$28.44M20.8%0.0%0.044%
10/9/2026Breakwater Capital Group29,547$6.57M0.8%-1.3%0.010%
10/9/2026LifeGoal Investments LLC1,971$438K0.1%+3.3%0.001%
10/9/2026Market Street Wealth Management Advisors LLC18,914$4.20M0.6%-12.7%0.007%
10/9/2026Stableford Capital II LLC3,216$715K0.2%-27.4%0.001%
10/9/2026Green Ridge Wealth Planning LLC35,130$7.81M3.2%-1.1%0.012%
10/9/2026First Heartland Consultants Inc.6,854$1.52M0.1%+152.1%0.002%
10/8/2026Factor Wealth Management LTD2,508$557K0.1%+5.7%0.001%
10/8/2026Financial Enhancement Group LLC42,330$9.56M1.1%+0.1%0.015%
10/8/2026Farther Finance Advisors LLC136,832$30.41M0.2%-2.2%0.047%
10/8/2026Sapient Capital LLC977$217K0.0%-60.3%0.000%
10/8/2026CoreCap Advisors LLC39,508$8.78M0.3%+6.1%0.014%
10/8/2026Apeiron RIA LLC7,152$1.60M0.4%-71.4%0.002%
10/8/2026YHB Investment Advisors Inc.15,791$3.51M0.2%+44.4%0.005%
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10/8/2026Titleist Asset Management LLC27,200$6.05M0.4%+1.8%0.009%
10/8/2026Apella Capital LLC74,298$16.78M0.2%-0.8%0.026%
10/8/2026Avidian Wealth Enterprises LLC12,444$2.77M0.1%-9.2%0.004%
10/8/2026Valeo Financial Advisors LLC3,840$853K0.0%-4.0%0.001%
10/8/2026Whalen Wealth Management Inc.4,580$1.02M0.4%N/A0.002%
10/8/2026Winebrenner Capital Management LLC2,022$449K0.3%-2.9%0.001%
10/7/2026Venture Visionary Partners LLC1,527$339K0.0%N/A0.001%
10/7/2026Retirement Wealth Solutions LLC6,929$1.54M0.8%+9.8%0.002%
10/7/2026Cooper Financial Group3,622$805K0.1%-5.6%0.001%
10/7/2026Exchange Bank6,343$1.41M0.9%+40.4%0.002%
10/7/2026Investors Research Corp6,884$1.53M0.3%-7.1%0.002%
10/7/2026Emprise Bank3,705$823K0.3%-2.0%0.001%
10/7/2026North Point Portfolio Managers Corp OH762$169K0.0%N/A0.000%
10/7/2026MRA Advisory Group3,346$744K0.3%-93.6%0.001%
10/7/2026First Community Trust NA180$40K0.0%N/A0.000%
10/7/2026Asempa Wealth Advisors10,061$2.25M1.7%-2.7%0.003%
10/7/2026Weaver Consulting Group95,655$21.26M4.1%-0.7%0.033%
10/6/2026Bangor Savings Bank1,164$259K0.0%-19.8%0.000%
10/6/2026RVW Wealth LLC131,123$29.14M1.9%-0.6%0.045%
10/6/2026Boyum Wealth Architects LLC10,357$2.33M0.9%-7.1%0.004%
10/6/2026Colton Groome Financial Advisors LLC7,807$1.74M0.4%-3.2%0.003%
10/5/2026Tompkins Financial Corp854$190K0.0%+192.5%0.000%
10/5/2026Baker Tilly Wealth Management LLC1,871$416K0.1%+61.0%0.001%
10/5/2026Ferguson Wellman Capital Management Inc.3,244$721K0.0%+5.0%0.001%
10/5/2026Eastern Bank14,573$3.24M0.0%-36.0%0.005%
10/5/2026MassMutual Private Wealth & Trust FSB1,824$405K0.0%-4.3%0.001%
10/2/2026 First Citizens Financial Corp25,077$5.57M2.4%-2.7%0.009%
10/2/2026 CX Institutional1,315$292K0.0%+11.9%0.000%
10/2/2026 Planning Strategies Inc.11,574$2.57M1.5%-3.6%0.004%
10/2/2026 Private Client Services LLC1,196$266K0.1%-90.5%0.000%
10/2/2026 Global Wealth Strategies & Associates15,796$3.51M0.6%-10.5%0.005%
10/1/2026 Noble Wealth Management PBC5,231$1.16M0.5%-2.8%0.002%
10/1/2026 Montecito Bank & Trust53,154$11.81M1.8%-1.2%0.018%
9/23/2026QRG Capital Management Inc.18,778$4.12M0.0%+14.9%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.124,359$27.29M0.1%-87.7%0.043%
9/23/2026Envestnet Asset Management Inc.7,560,676$1.66B0.2%-57.5%2.608%
9/18/2026Security National Bank of Sioux City Iowa IA222$49K0.0%N/A0.000%
9/9/2026Tortoise Investment Management LLC17,324$3.80M0.3%-2.7%0.006%
9/9/2026Sequoia Financial Advisors LLC101,261$22.22M0.1%-3.8%0.035%
9/9/2026Van Hulzen Asset Management LLC92,649$20.33M1.4%-9.7%0.032%
9/9/2026Cahill Financial Advisors Inc.117,276$25.73M2.5%+1.8%0.040%
9/9/2026IPG Investment Advisors LLC2,637$579K0.1%-6.5%0.001%
9/9/2026Capital Analysts LLC3,498$767K0.0%-89.4%0.001%
9/9/2026SVB Wealth LLC47,183$10.35M0.6%-1.2%0.016%
9/9/2026Capital Advantage Inc.39,205$8.60M1.1%+2.9%0.014%
9/9/2026Concorde Asset Management LLC18,482$4.06M2.3%-5.9%0.006%
9/9/2026Pinnacle Wealth Management Advisory Group LLC288,906$63.40M3.8%+2.0%0.100%
9/9/2026NorthRock Partners LLC17,088$3.75M0.1%-2.8%0.006%
9/9/2026Integrated Wealth Concepts LLC715,455$156.99M0.9%-8.9%0.247%
9/9/2026RFG Advisory LLC18,881$4.14M0.1%-41.8%0.007%
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9/9/2026NewEdge Advisors LLC248,757$54.59M0.2%-66.0%0.086%
9/9/2026GFG Capital LLC1,567$344K0.1%+8.1%0.001%
9/9/2026IFP Advisors Inc51,558$11.31M0.2%-15.4%0.018%
9/9/2026Squarepoint Ops LLC4,656$1.02M0.0%N/A0.002%
9/9/2026Baird Financial Group Inc.231,044$50.70M0.1%-4.9%0.080%
9/9/2026Performa Ltd US LLC39,117$8.58M1.3%+1.6%0.013%
9/9/2026XY Planning Network Inc.2,173$477K0.1%-81.4%0.001%
9/8/2026Allworth Financial LP99,340$21.80M0.1%-3.7%0.034%
9/8/2026Waverly Advisors LLC122,910$26.97M0.2%-8.5%0.042%
9/4/2026Parkside Financial Bank & Trust286$63K0.0%+52.9%0.000%


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 LPL Financial LLC ($3.21B), FMR LLC ($2.87B), Morgan Stanley ($1.78B), Bank of America Corp DE ($1.68B), Envestnet Asset Management Inc. ($1.66B), 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 1,572 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 17,263,470 shares in the last 24 months. This purchase volume represents approximately $3.39B in transactions.

Of the 900 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. ($16.59M), 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 Envestnet Portfolio Solutions Inc. ($2.20M).

Institutional investors have sold a total of 61,621,293 shares in the last 24 months. This volume of shares sold represents approximately $12.44B in transactions.


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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 10/14/2026. New 13F filings are added each quarter as they're published.
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