iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

$165.54
-0.03 (-0.02%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
841
Total
Institutional Inflows
(last 12 months)
$14.01B
Number of
Institutional Sellers
(last 12 months)
556
Total
Institutional Outflows
(last 12 months)
$3.80B
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QUAL Institutional Buying and Selling by Quarter

iShares MSCI USA Quality Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024First Citizens Asset Management Inc.1,949$320K0.1%N/A0.001%
5/17/2024 Jaffetilchin Investment Partners LLC15,157$2.49M0.2%-10.6%0.006%
5/17/2024 Beacon Capital Management LLC356$59K0.0%-29.4%0.000%
5/17/2024 Semmax Financial Advisors Inc.5,262$857K0.3%+74.2%0.002%
5/17/2024 Comerica Bank181,235$29.79M0.1%+139.5%0.069%
5/17/2024 Coppell Advisory Solutions Corp.1,628$268K0.1%N/A0.001%
5/17/2024 Creekmur Asset Management LLC821$135K0.0%-24.7%0.000%
5/16/2024 Redwood Investment Management LLC9,907$1.63M0.2%-22.5%0.004%
5/16/2024 Global Financial Private Client LLC9,281$1.52M0.7%+9.8%0.004%
5/16/2024 B. Riley Wealth Advisors Inc.133,717$21.98M0.5%+31.2%0.051%
5/16/2024 Ancora Advisors LLC13,642$2.24M0.1%+6.2%0.005%
5/16/2024 Dynasty Wealth Management LLC234,494$38.54M1.2%N/A0.089%
5/16/2024 High Falls Advisors Inc116,129$19.09M4.8%-22.0%0.044%
5/16/2024 Icon Wealth Advisors LLC182,736$30.03M2.8%+1.2%0.069%
5/16/2024 Kraft Davis & Associates LLC73,487$11.96M3.7%+8.8%0.028%
5/16/2024 Captrust Financial Advisors437,435$71.89M0.2%+9.0%0.166%
5/16/2024 Econ Financial Services Corp10,697$1.76M1.1%N/A0.004%
5/15/2024 Ascent Group LLC94,837$15.59M1.4%+47.5%0.036%
5/15/2024 SVB Wealth LLC294,799$48.45M1.1%-1.5%0.112%
5/15/2024 Flow Traders U.S. LLC18,412$3.03M0.2%N/A0.007%
5/15/2024 Mount Yale Investment Advisors LLC40,114$6.59M0.5%-3.6%0.015%
5/15/2024 Evergreen Wealth Solutions LLC2,299$378K0.3%+4.1%0.001%
5/15/2024 Talisman Wealth Advisors LLC9,040$1.49M1.9%+5.0%0.003%
5/15/2024 Blue Edge Capital LLC58,005$9.53M1.6%-0.6%0.022%
5/15/2024 Kestra Advisory Services LLC492,753$80.98M0.5%+16.4%0.187%
5/15/2024 1832 Asset Management L.P.17,180$2.82M0.0%-79.1%0.007%
5/15/2024 Linscomb Wealth Inc.1,900$312K0.0%+17.9%0.001%
5/15/2024 Quadrature Capital Ltd87,162$14.31M0.2%N/A0.033%
5/15/2024 Cloverfields Capital Group LP4,560$749K0.3%+28.0%0.002%
5/14/2024 JT Stratford LLC5,698$936K0.2%-4.7%0.002%
5/14/2024 Axxcess Wealth Management LLC8,118$1.33M0.0%+218.4%0.003%
5/14/2024 EP Wealth Advisors LLC7,795$1.28M0.0%-10.7%0.003%
5/14/2024 Element Pointe Advisors LLC81,794$13.44M3.3%+3.1%0.031%
5/14/2024 Freestone Capital Holdings LLC19,051$3.13M0.1%+50.6%0.007%
5/14/2024 CreativeOne Wealth LLC249,510$41.01M1.6%+56.6%0.095%
5/14/2024 Vident Advisory LLC49,098$8.07M0.2%+36.6%0.019%
5/14/2024 Forte Capital LLC ADV73,520$12.08M1.5%N/A0.028%
5/14/2024 Sax Wealth Advisors LLC346,285$56.91M6.6%+81.1%0.131%
5/14/2024 Mattern Wealth Management LLC9,249$1.52M0.4%-0.9%0.004%
5/14/2024 Mattern Capital Management LLC11,719$1.93M0.3%-47.5%0.004%
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5/14/2024 Kraft Asset Management LLC2,641$434K0.3%-7.1%0.001%
5/14/2024 Crewe Advisors LLC1,310$215K0.0%-58.4%0.000%
5/14/2024 Karpus Management Inc.114,157$18.76M0.5%-0.4%0.043%
5/14/2024 Oxford Financial Group LTD. LLC3,622$595K0.0%-4.0%0.001%
5/14/2024 Lake Street Advisors Group LLC6,999$1.15M0.1%N/A0.003%
5/13/2024 Bessemer Group Inc.2,418$396K0.0%+169.3%0.001%
5/13/2024 O Shaughnessy Asset Management LLC39,322$6.46M0.1%+364.7%0.015%
5/13/2024 PAX Financial Group LLC79,640$13.09M2.6%+70.1%0.030%
5/11/2024 Resurgent Financial Advisors LLC5,130$843K0.4%-18.3%0.002%
5/11/2024 Cynosure Group LLC52,804$8.68M1.6%+0.1%0.020%
5/11/2024 Catalytic Wealth RIA LLC4,181$687K0.1%+19.9%0.002%
5/11/2024 Jacobi Capital Management LLC5,263$865K0.1%+16.2%0.002%
5/11/2024 Ironsides Asset Advisors LLC23,939$3.93M1.3%+170.8%0.009%
5/10/2024 Osaic Holdings Inc.982,407$161.53M0.4%-64.4%0.372%
5/10/2024 TIAA Trust National Association682,565$112.18M0.3%+7.1%0.259%
5/10/2024 Viawealth LLC7,423$1.22M0.8%-19.6%0.003%
5/10/2024 Banco Santander S.A.30,630$5.03M0.1%-15.9%0.012%
5/10/2024 Nwam LLC16,644$2.70M0.2%-0.6%0.006%
5/9/2024 Delos Wealth Advisors LLC19,312$3.17M3.6%+62.9%0.007%
5/9/2024 Dorsey & Whitney Trust CO LLC24,329$4.00M0.3%-6.4%0.009%
5/9/2024 ProVise Management Group LLC1,782$293K0.0%-21.8%0.001%
5/9/2024 Private Portfolio Partners LLC4,336$713K0.1%+9.6%0.002%
5/9/2024 Blair William & Co. IL13,701$2.25M0.0%+16.0%0.005%
5/9/2024 Orion Portfolio Solutions LLC155,977$25.64M0.3%+0.9%0.059%
5/9/2024 HBK Sorce Advisory LLC1,952$321K0.0%N/A0.001%
5/9/2024 Kingsview Wealth Management LLC4,427$728K0.0%-7.6%0.002%
5/9/2024 Landaas & Co. WI ADV240,587$39.54M12.8%+21.9%0.091%
5/9/2024 Delta Investment Management LLC1,681$276K0.1%+7.2%0.001%
5/9/2024 Ledyard National Bank4,619$759K0.1%-30.2%0.002%
5/9/2024 SageView Advisory Group LLC81,599$13.41M0.6%+57.2%0.031%
5/9/2024 MB Generational Wealth LLC12,905$2.12M1.9%-84.3%0.005%
5/9/2024 Interchange Capital Partners LLC19,209$3.25M2.2%-6.7%0.007%
5/9/2024 Koshinski Asset Management Inc.1,422$234K0.0%N/A0.001%
5/8/2024 Barings LLC327,813$53.88M1.3%-10.9%0.124%
5/8/2024 Bell Investment Advisors Inc82,186$13.51M2.6%-2.0%0.031%
5/8/2024 West Wealth Group LLC32,731$5.38M2.0%-76.5%0.012%
5/8/2024 TSA Wealth Managment LLC92,600$15.22M6.6%-8.7%0.035%
5/8/2024 Ethos Financial Group LLC35,213$5.79M1.1%+312.6%0.013%
5/8/2024 Tanglewood Wealth Management Inc.144,270$23.71M2.9%-11.6%0.055%
5/8/2024 Bleakley Financial Group LLC3,440$565K0.0%-4.1%0.001%
5/8/2024 Baron Wealth Management LLC304,155$49.99M26.5%-0.9%0.115%
5/8/2024 Avantax Advisory Services Inc.183,045$30.08M0.3%+2.9%0.069%
5/8/2024 US Bancorp DE486,337$79.93M0.1%-1.7%0.184%
5/8/2024 Astoria Strategic Wealth Inc.2,434$400K0.1%-17.3%0.001%
5/8/2024 QRG Capital Management Inc.4,380$720K0.0%+136.8%0.002%
5/8/2024 Trademark Financial Management LLC34,465$5.66M4.7%+73.9%0.013%
5/8/2024 Watershed Private Wealth LLC57,160$9.39M4.2%+1,170.5%0.022%
5/8/2024 Headlands Technologies LLC293$48K0.0%N/A0.000%
5/8/2024 New Republic Capital LLC8,689$1.43M0.9%+1.9%0.003%
5/8/2024 Semus Wealth Partners LLC3,458$568K0.5%-6.3%0.001%
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5/8/2024 Inspire Advisors LLC1,701$280K0.0%N/A0.001%
5/7/2024 Verus Capital Partners LLC26,834$4.41M0.5%+13.2%0.010%
5/7/2024 NorthRock Partners LLC3,839$631K0.1%+3.3%0.001%
5/7/2024 Fiduciary Family Office LLC1,562$257K0.1%N/A0.001%
5/7/2024 GW Henssler & Associates Ltd.81,660$13.42M0.8%+8.2%0.031%
5/7/2024 Bedel Financial Consulting Inc.20,307$3.34M0.5%-0.7%0.008%
5/7/2024 Stonebrook Private Inc.110,754$18.20M5.3%+13.7%0.042%
5/7/2024 Concurrent Investment Advisors LLC47,816$7.86M0.3%+53.9%0.018%
5/7/2024 Atomi Financial Group Inc.20,237$3.33M0.3%-52.2%0.008%
5/7/2024 Montag A & Associates Inc.1,936$318K0.0%-8.5%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, 1,219 institutional investors and hedge funds held shares of iShares MSCI USA Quality Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($3.94B), FMR LLC ($1.93B), LPL Financial LLC ($1.56B), PNC Financial Services Group Inc. ($1.42B), Morgan Stanley ($924.61M), BlackRock Inc. ($878.11M), and Bank of America Corp DE ($774.62M).Learn more on QUAL's institutional investors.

Which institutional investors have been buying iShares MSCI USA Quality Factor ETF stock?

Of the 1,075 institutional investors that purchased iShares MSCI USA Quality Factor ETF 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. ($30.56M), CFS Investment Advisory Services LLC ($10.10M), PNC Financial Services Group Inc. ($6.48M), LPL Financial LLC ($4.23M), CWM LLC ($3.58M), and Ronald Blue Trust Inc. ($2.95M).

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

Institutional investors have bought a total of 187,064,105 shares in the last 24 months. This purchase volume represents approximately $24.28B in transactions.

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

Of the 765 institutional investors that sold iShares MSCI USA Quality Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($8.67M), CFS Investment Advisory Services LLC ($6.93M), Bank of America Corp DE ($1.81M), Osaic Holdings Inc. ($1.78M), CWM LLC ($1.66M), Mercer Global Advisors Inc. ADV ($1.56M), and PNC Financial Services Group Inc. ($1.38M).

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

Institutional investors have sold a total of 52,030,519 shares in the last 24 months. This volume of shares sold represents approximately $6.58B in transactions.


This page (BATS:QUAL) was last updated on 5/19/2024 by MarketBeat.com Staff

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