Go Pro
→ Your book is inside (From Profits Run) (Ad)tc pixel Free QUAL Stock Alerts

iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$225.84 -1.34 (-0.59%)
As of 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)
916
Total
Institutional Inflows
(last 12 months)
$3.95B
Number of
Institutional Sellers
(last 12 months)
905
Total
Institutional Outflows
(last 12 months)
$10.32B
Get QUAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI USA Quality Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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%
The cat is out the bag (Ad)

Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered separation packages to 8,500 workers, and Oracle is reportedly eliminating up to 30,000 positions. Goldman Sachs estimates 12,400 Americans are being financially displaced every single day. Analyst Porter Stansberry says the real driver runs deeper than AI - and two Nobel Prize winners have issued the same warning. He calls it the Final Displacement, and he's releasing a full investigation with specific companies to buy and sell before the next wave hits.tc pixel

Watch Porter Stansberry's full investigation into the Final Displacement now
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%
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%
Trump’s April 2027 Deadline Has Wallstreet Scrambling. (Ad)

The DTCC settles nearly every U.S. stock trade, but the old system takes three days and requires $12 billion in idle cash as a safety cushion. A new settlement grid now processes over 100,000 trades a day with instant, tamper-proof records. Trump has plans to move the entire $382 trillion financial system onto this infrastructure by April 2027. BlackRock's new fund on the grid hit $2.8 billion in assets in three months, JPMorgan runs $2 billion a day through it, and Goldman Sachs, Citi, Bank of America and Wells Fargo have announced integration plans.tc pixel

Get the free report on this settlement technology before adoption accelerates
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%
6/26/2026 WealthPoint 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%
6/4/2026 Town Capital LLC24,621$4.72M3.8%-35.9%0.008%
6/3/2026 Parallel Advisors LLC145,994$28.00M0.5%-10.9%0.050%
6/3/2026 NewEdge Advisors LLC732,682$140.54M0.5%+2.6%0.253%


QUAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,780 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 1,566 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 20,361,941 shares in the last 24 months. This purchase volume represents approximately $3.95B in transactions.

Of the 898 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), 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 52,636,529 shares in the last 24 months. This volume of shares sold represents approximately $10.32B 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 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
One wafer-scale chip does in minutes what AI takes days
NVIDIA has dominated the AI computing race, but history shows even titans can be dethroned, just ask IBM. T...
Eagle Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Why November 27 Is Quickly Becoming America's Most Important Financial Date in Decades
An estimated $10 trillion could move through a little known government initiative, according to analyst Joel L...
Altimetry | Sponsoredtc pixel