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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$182.74 +6.10 (+3.46%)
Closing price 03:59 PM Eastern
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$182.26 -0.49 (-0.27%)
As of 07:40 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)
1174
Total
Institutional Inflows
(last 12 months)
$10.72B
Number of
Institutional Sellers
(last 12 months)
711
Total
Institutional Outflows
(last 12 months)
$3.40B
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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
7/15/2025Level Financial Advisors10,090$1.85M0.6%-4.1%0.003%
7/15/2025Oxinas Partners Wealth Management LLC2,414$441K0.2%+56.5%0.001%
7/15/2025Sightline Wealth Advisors LLC2,194$401K0.2%-20.4%0.001%
7/15/2025McAdam LLC3,033$555K0.0%-5.6%0.001%
7/15/2025Cora Capital Advisors LLC32,539$5.95M2.6%-6.2%0.011%
7/15/2025Well Done LLC92,472$16.91M3.2%-10.0%0.032%
7/15/2025Beacon Financial Planning Inc.22,378$4.09M2.3%-3.5%0.008%
7/15/2025Spectrum Planning & Advisory Services Inc.43,322$7.92M5.1%-7.2%0.015%
7/15/2025Genesis Wealth Advisors LLC3,758$687K0.5%-14.7%0.001%
7/15/2025Regatta Capital Group LLC102,818$18.80M3.2%+9.4%0.035%
7/15/2025Signet Financial Management LLC25,207$4.61M0.6%+25.6%0.009%
7/15/2025Retireful LLC7,315$1.34M0.9%N/A0.003%
7/15/2025Mather Group LLC.24,358$4.45M0.0%+4.2%0.008%
7/15/2025Carr Financial Group Corp15,036$2.75M0.8%-3.8%0.005%
7/15/2025Peddock Capital Advisors LLC35,267$6.45M1.5%+69.6%0.012%
7/15/2025EWG Elevate Inc.16,017$2.93M0.9%+15.2%0.006%
7/15/2025RVW Wealth LLC136,637$24.98M2.1%+10.7%0.047%
7/15/2025Legacy Financial Group LLC99,509$18.19M2.5%+7.1%0.034%
7/15/2025Accurate Wealth Management LLC1,467$271K0.0%-8.1%0.001%
7/15/2025Mainstream Capital Management LLC9,034$1.65M1.2%-2.3%0.003%
7/15/2025Fifth Third Bancorp20,011$3.66M0.0%-3.4%0.007%
7/15/2025Forte Capital LLC ADV198,042$36.21M3.9%-6.7%0.068%
7/15/2025Compagnie Lombard Odier SCmA4,220$772K0.0%N/A0.001%
7/15/2025Oregon Pacific Wealth Management LLC2,989$546K0.5%+99.0%0.001%
7/15/2025Financial Partners Group Inc92,378$16.89M2.3%+11.7%0.032%
7/15/2025Farrell Financial LLC19,485$3.56M2.4%+0.8%0.007%
7/15/2025Family Wealth Partners LLC3,889$711K0.3%N/A0.001%
7/15/2025CGN Advisors LLC99,761$18.24M1.6%+2.3%0.034%
7/15/2025GSB Wealth Management LLC1,332$244K0.1%N/A0.000%
7/15/2025Bfsg LLC658$120K0.0%+27.3%0.000%
7/14/2025 Opal Wealth Advisors LLC303$55K0.0%-29.5%0.000%
7/14/2025 Buttonwood Financial Group LLC140,048$25.71M13.1%+3.6%0.048%
7/14/2025 Gries Financial LLC141,067$25.79M4.7%-2.7%0.049%
7/14/2025 Brady Martz Wealth Solutions LLC8,075$1.48M0.3%+395.4%0.003%
7/14/2025 AdvisorNet Financial Inc2,386$436K0.0%+9.5%0.001%
7/14/2025 Financial Enhancement Group LLC27,612$5.08M0.7%-1.6%0.010%
7/14/2025 Foster Group Inc.687,094$125.62M4.3%+1.9%0.237%
7/14/2025 Clear Harbor Asset Management LLC8,908$1.63M0.1%+6.9%0.003%
7/14/2025 U.S. Capital Wealth Advisors LLC16,539$3.02M0.1%+30.3%0.006%
7/14/2025 Sweeney & Michel LLC2,934$539K0.2%+18.0%0.001%
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7/14/2025 Painted Porch Advisors LLC3,433$628K0.3%-12.3%0.001%
7/14/2025 Flagstar Advisors Inc.10,021$1.83M0.5%-27.2%0.003%
7/14/2025 Abound Wealth Management215$39K0.0%-65.2%0.000%
7/14/2025 Park Avenue Securities LLC2,464,931$450.64M4.1%-1.0%0.850%
7/14/2025 Sowell Financial Services LLC164,758$30.12M1.2%-0.8%0.057%
7/14/2025 Physician Wealth Advisors Inc.153,841$28.13M4.4%+5.6%0.053%
7/11/2025 Annex Advisory Services LLC40,700$7.44M0.2%-7.8%0.014%
7/11/2025 Skyline Advisors Inc.102,108$18.67M6.9%-2.3%0.035%
7/11/2025 Trinity Wealth Management LLC97,084$17.75M7.0%+0.7%0.033%
7/11/2025 Ullmann Wealth Partners Group LLC56,019$10.24M1.2%-4.5%0.019%
7/11/2025 Compass Ion Advisors LLC6,077$1.11M0.1%-7.4%0.002%
7/11/2025 Ridgeline Wealth LLC16,326$2.99M2.4%-31.4%0.006%
7/11/2025 Capital Advantage Inc.32,728$5.98M0.9%+18.2%0.011%
7/11/2025 Kaufman Rossin Wealth LLC2,357$431K0.3%N/A0.001%
7/11/2025 Farther Finance Advisors LLC182,195$33.31M0.7%-29.4%0.063%
7/11/2025 Silver Oak Securities Incorporated6,837$1.25M0.1%+4.8%0.002%
7/11/2025 CX Institutional204$37K0.0%+151.9%0.000%
7/11/2025 UMB Bank n.a.501,102$91.61M1.4%-3.8%0.173%
7/11/2025 Pinnacle Bancorp Inc.745$136K0.0%+35.2%0.000%
7/11/2025 My Legacy Advisors LLC29,212$5.40M1.9%+3.3%0.010%
7/11/2025 Lantz Financial LLC37,604$6.88M1.7%+6.8%0.013%
7/11/2025 LongView Wealth Management2,434$445K0.1%+25.1%0.001%
7/11/2025 SeaCrest Wealth Management LLC5,832$1.07M0.1%+4.0%0.002%
7/11/2025 Diversified Trust Co5,699$1.04M0.0%+39.2%0.002%
7/11/2025 Bell Bank1,239$227K0.0%N/A0.000%
7/11/2025 Elk River Wealth Management LLC14,450$2.64M0.5%-3.8%0.005%
7/10/2025 Oliver Lagore Vanvalin Investment Group3,536$604K0.2%N/A0.001%
7/10/2025 Orgel Wealth Management LLC2,954,525$540.15M13.0%+56.8%1.019%
7/10/2025 YHB Investment Advisors Inc.11,372$2.08M0.2%+45.4%0.004%
7/10/2025 Global Financial Private Client LLC10,696$1.96M0.7%+0.6%0.004%
7/10/2025 Guided Capital Wealth Management LLC59,386$10.86M8.4%-1.1%0.020%
7/10/2025 ARS Wealth Advisors Group LLC166,971$30.53M3.5%+2.8%0.058%
7/10/2025 Exchange Traded Concepts LLC60,857$11.13M0.1%+40.7%0.021%
7/10/2025 Marshall Financial Group LLC9,110$1.67M0.3%-11.1%0.003%
7/10/2025 Fulton Bank N.A.3,860$706K0.0%+60.8%0.001%
7/10/2025 Waypoint Wealth Partners Inc.6,566$1.20M0.3%-4.9%0.002%
7/10/2025 NorthCrest Asset Manangement LLC1,317$244K0.0%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC346,964$64.18M0.1%+3.8%0.120%
7/10/2025 Atticus Wealth Management LLC1,731$316K0.1%+6.8%0.001%
7/10/2025 Sharkey Howes & Javer302,641$55.33M7.4%-0.3%0.104%
7/10/2025 Wedmont Private Capital2,863$529K0.0%N/A0.001%
7/10/2025 KMG Fiduciary Partners LLC1,282$234K0.0%-6.7%0.000%
7/10/2025 Signal Advisors Wealth LLC20,960$3.83M0.3%+3.0%0.007%
7/10/2025 Professional Financial Advisors LLC1,481$271K0.1%+8.0%0.001%
7/10/2025 Focus Financial Network Inc.109,047$19.94M0.8%+2.3%0.038%
7/10/2025 Sovran Advisors LLC76,714$14.10M1.5%+15.8%0.026%
7/9/2025 Intelligence Driven Advisers LLC94,641$17.30M2.6%+2.4%0.033%
7/9/2025 Lincoln Capital Corp38,506$7.04M2.7%-0.8%0.013%
7/9/2025 Archer Investment Management LLC1,337$244K0.2%N/A0.000%
7/9/2025 Lineweaver Wealth Advisors LLC216,023$39.49M6.2%-10.8%0.075%
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7/9/2025 Channel Wealth LLC2,134$390K0.1%+11.1%0.001%
7/9/2025 Pines Wealth Management LLC5,858$1.08M0.4%+3.6%0.002%
7/9/2025 Procyon Advisors LLC3,243$593K0.1%-28.7%0.001%
7/9/2025 Pallas Capital Advisors LLC2,701$494K0.0%-22.2%0.001%
7/9/2025 GSG Advisors LLC58,770$10.74M3.1%+2.8%0.020%
7/9/2025 Baron Wealth Management LLC288,385$52.72M18.7%-2.0%0.099%
7/9/2025 Goelzer Investment Management Inc.4,381$801K0.0%+4.5%0.002%
7/9/2025 StrongBox Wealth LLC58,543$10.70M4.1%+3.6%0.020%
7/9/2025 Lifelong Wealth Advisors Inc.42,708$7.81M2.6%+12.1%0.015%
7/9/2025 Fermata Advisors LLC2,389$437K0.1%-9.3%0.001%
(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, 1,596 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 1,434 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 61,511,564 shares in the last 24 months. This purchase volume represents approximately $10.72B in transactions.

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

Of the 709 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 19,413,924 shares in the last 24 months. This volume of shares sold represents approximately $3.40B in transactions.


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This page (BATS:QUAL) was last updated on 7/15/2025 by MarketBeat.com Staff
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