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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$218.43 0.00 (0.00%)
As of 07/2/2026 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)
1135
Total
Institutional Inflows
(last 12 months)
$6.40B
Number of
Institutional Sellers
(last 12 months)
979
Total
Institutional Outflows
(last 12 months)
$10.97B
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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
7/2/2026 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%
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%
6/26/2026WealthPoint 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%
6/4/2026Town Capital LLC24,621$4.72M3.8%-35.9%0.008%
6/3/2026Parallel Advisors LLC145,994$28.00M0.5%-10.9%0.050%
6/3/2026NewEdge Advisors LLC732,682$140.54M0.5%+2.6%0.253%
6/2/2026Blue Edge Capital LLC50,270$9.64M1.3%-3.0%0.017%
6/1/2026Concorde Asset Management LLC19,651$3.77M1.8%-1.4%0.007%
6/1/2026Keel Point LLC13,393$2.57M0.2%-3.6%0.005%
5/28/2026Cozad Asset Management Inc.7,355$1.41M0.1%-1.6%0.003%
5/28/2026Maripau Wealth Management LLC5,584$1.07M0.5%-3.9%0.002%
5/27/2026Allen Capital Group LLC7,622$1.46M0.1%+1.6%0.003%
5/27/2026Security Financial Services INC.34,945$6.70M1.1%-13.1%0.012%
5/26/2026Glenmede Trust Co. NA215,962$41.42M0.2%-0.5%0.074%
5/22/2026WNY Asset Management LLC5,582$1.07M0.1%N/A0.002%
5/22/2026Wellington Grp LLC738$142K0.0%+146.8%0.000%
5/22/2026Verus Capital Partners LLC28,101$5.39M0.4%-10.3%0.010%
5/21/2026Raab & Moskowitz Asset Management LLC12,199$2.34M0.5%-1.2%0.004%
5/20/2026Cadia Private Client LLC12,743$2.44M2.0%-1.0%0.004%
5/20/2026J. Mark Nickell & Co.77,306$14.83M13.4%-9.0%0.027%
5/20/2026Hobbs Group Advisors LLC6,260$1.20M0.4%-1.7%0.002%
5/20/2026TrueWealth Financial Partners3,887$746K0.3%N/A0.001%
5/19/2026Western Wealth Management LLC42,229$8.10M0.3%+65.8%0.015%
5/19/2026GTS Financial LLC10,784$2.07M1.5%N/A0.004%
5/19/2026Bank of America Corp DE8,741,641$1.68B0.1%+36.9%3.015%
5/19/2026Strait & Sound Wealth Management LLC6,054$1.16M0.4%+16.7%0.002%
5/19/2026Financial Insights Inc.7,237$1.39M0.4%-0.9%0.002%
5/19/2026Centaurus Financial Inc.151,213$29.00M1.4%+2.4%0.052%
5/19/2026Strategic Investment Advisors MI596$114K0.0%N/A0.000%
5/19/2026Ashton Thomas Securities LLC31,053$5.95M0.7%N/A0.011%
5/19/2026Arkadios Wealth Advisors33,947$6.51M0.1%+106.0%0.012%
5/19/2026IFS Group LLC7,435$1.43M1.3%N/A0.003%
5/19/2026Claris Financial LLC4,590$880K0.5%-8.5%0.002%
5/18/2026Sunbelt Securities Inc.2,928$562K0.0%-19.6%0.001%
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5/18/2026EverSource Wealth Advisors LLC12,828$2.46M0.1%+17.4%0.004%
5/18/2026Royal Bank of Canada1,777,079$340.86M0.1%+2.9%0.613%
5/18/2026Empowered Funds LLC3,264$626K0.0%+32.1%0.001%
5/16/2026KCM Investment Advisors LLC9,254$1.78M0.1%-1.3%0.003%
5/16/2026Glen Eagle Advisors LLC12,831$2.46M0.3%-10.7%0.004%
5/16/2026Quantinno Capital Management LP74,632$14.32M0.0%+14.2%0.026%
5/16/2026Family Manage LLC155,336$29.80M3.6%-4.3%0.054%
5/15/2026Intelligence Driven Advisers LLC57,085$10.95M1.9%-13.8%0.020%
5/15/2026Gateway Wealth Partners LLC54,766$10.51M0.4%+217.6%0.019%
5/15/2026Quadcap Wealth Management LLC6,431$1.23M0.1%-8.5%0.002%
5/15/2026Valence8 US LP337,336$64.70M22.6%-7.1%0.116%
5/15/2026Van Diest Capital LLC1,587$304K0.2%-8.4%0.001%
5/15/2026Windsor Advisory Group LLC302$58K0.0%N/A0.000%
5/15/2026Waverly Advisors LLC134,311$25.76M0.2%+56.7%0.046%
5/15/2026Wealth Alliance LLC62,631$12.01M1.2%+7.2%0.022%
5/15/2026Boreal Capital Management LLC14,810$2.84M2.7%-0.4%0.005%
5/14/2026Hilltop Holdings Inc.1,238$237K0.0%-52.1%0.000%
5/14/2026GC Wealth Management RIA LLC12,610$2.42M0.1%+2.8%0.004%
5/14/2026Compound Planning Inc.35,158$6.74M0.2%+18.7%0.012%
5/14/2026Klingman & Associates LLC2,435$467K0.0%+15.2%0.001%
5/14/2026Modern Wealth Management LLC454,044$87.53M1.5%-21.8%0.157%
5/14/2026Keebeck Wealth Management90,452$17.35M2.0%-0.6%0.031%
5/14/2026Cloverfields Capital Group LP7,604$1.46M0.5%+25.1%0.003%
5/14/2026Bank of Nova Scotia51,634$9.90M0.0%-18.9%0.018%
5/14/2026Gibbs Wealth Management3,490$670K0.1%+28.9%0.001%
5/14/2026Lido Advisors LLC134,736$25.84M0.1%+16.7%0.046%
5/14/2026Monograph Wealth Advisors LLC3,314$636K0.1%+28.9%0.001%
5/13/2026Cetera Investment Advisers1,574,045$301.92M0.3%+2.9%0.543%
5/13/2026GSG Advisors LLC60,496$11.60M3.0%+4.6%0.021%
5/13/2026Aureus Asset Management LLC3,400$652K0.0%N/A0.001%
5/13/2026Clearwater Capital Advisors LLC2,071$397K0.0%-2.5%0.001%
5/13/2026Sachem Hill LLC346,003$66.37M12.9%-0.4%0.119%
5/13/2026Measured Wealth Private Client Group LLC234$45K0.0%N/A0.000%
5/13/2026Signature Equity Partners LLC490$94K0.1%+12.6%0.000%
5/13/2026NewEdge Wealth LLC115,490$22.15M0.3%-15.1%0.040%
5/13/2026Alpha Financial Partners LLC2,308$443K0.3%+11.4%0.001%
5/13/2026First Citizens Bank & Trust Co.6,876$1.32M0.0%-5.3%0.002%
5/13/2026First Trust Advisors LP10,586$2.03M0.0%+4.2%0.004%
5/12/2026Fortis Capital Management LLC25,553$4.90M0.5%+0.2%0.009%
5/8/2026PNC Financial Services Group Inc.6,138,151$1.18B0.7%-4.8%2.117%
5/8/2026Glenview Trust Co6,719$1.29M0.0%+15.4%0.002%
5/8/2026Alpha Zero LLC13,790$2.65M1.3%-1.7%0.005%
5/8/2026Maimon Wealth Management LTD.15,262$2.85M2.5%+12.0%0.005%
5/8/2026Element Pointe Advisors LLC78,410$15.04M2.8%-7.3%0.027%
5/7/2026Florida Financial Advisors LLC4,897$940K0.2%+14.7%0.002%
5/7/2026AlTi Global Inc.14,557$2.79M0.1%-42.7%0.005%
5/7/2026Cornerstone Advisors Asset Management LLC26,589$5.10M0.8%-0.2%0.009%
5/7/2026Wells Financial Advisors INC7,148$1.37M6.2%-41.0%0.002%
5/7/2026Scarborough Advisors LLC129,739$24.89M2.7%-21.7%0.045%
5/7/2026Balefire LLC1,837$352K0.1%N/A0.001%
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5/7/2026Parallel Advisors LLC145,994$28.00M0.5%-10.9%0.050%
5/7/2026Marshall & Sterling Wealth Advisors Inc.1,438$276K0.2%-66.6%0.000%
5/7/2026Regimen Wealth LLC4,970$953K0.3%-71.8%0.002%
5/7/2026True North Advisors LLC3,936$755K0.1%-3.0%0.001%
5/7/2026Vision Retirement LLC6,460$1.24M0.4%-29.0%0.002%
5/7/2026World Equity Group Inc.3,915$752K0.2%+8.0%0.001%
5/7/2026Performa Ltd US LLC38,499$7.38M1.7%-1.0%0.013%
5/7/2026Palladiem LLC7,888$1.51M1.4%+41.3%0.003%
5/7/2026Crescent Grove Advisors LLC15,952$3.06M0.3%-13.7%0.006%
5/7/2026Ascent Wealth Partners LLC1,327$255K0.0%-3.8%0.000%


QUAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,807 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 1,613 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 ($5.14M), Envestnet Asset Management Inc. ($4.93M), 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 33,934,699 shares in the last 24 months. This purchase volume represents approximately $6.40B in transactions.

Of the 979 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 ($3.39M), 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 56,301,939 shares in the last 24 months. This volume of shares sold represents approximately $10.97B in transactions.


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This page (BATS:QUAL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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