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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$183.89 +7.25 (+4.10%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$183.62 -0.26 (-0.14%)
As of 07/11/2025 07:35 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
1169
Total
Institutional Inflows
(last 12 months)
$10.76B
Number of
Institutional Sellers
(last 12 months)
706
Total
Institutional Outflows
(last 12 months)
$3.43B
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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
7/11/2025Annex Advisory Services LLC40,700$7.44M0.2%-7.8%0.014%
7/11/2025Skyline Advisors Inc.102,108$18.67M6.9%-2.3%0.035%
7/11/2025Trinity Wealth Management LLC97,084$17.75M7.0%+0.7%0.033%
7/11/2025Ullmann Wealth Partners Group LLC56,019$10.24M1.2%-4.5%0.019%
7/11/2025Compass Ion Advisors LLC6,077$1.11M0.1%-7.4%0.002%
7/11/2025Ridgeline Wealth LLC16,326$2.99M2.4%-31.4%0.006%
7/11/2025Capital Advantage Inc.32,728$5.98M0.9%+18.2%0.011%
7/11/2025Kaufman Rossin Wealth LLC2,357$431K0.3%N/A0.001%
7/11/2025Farther Finance Advisors LLC182,195$33.31M0.7%-29.4%0.063%
7/11/2025Silver Oak Securities Incorporated6,837$1.25M0.1%+4.8%0.002%
7/11/2025CX Institutional204$37K0.0%+151.9%0.000%
7/11/2025 UMB Bank n.a.501,102$91.61M1.4%-3.8%0.173%
7/11/2025Pinnacle Bancorp Inc.745$136K0.0%+35.2%0.000%
7/11/2025My Legacy Advisors LLC29,212$5.40M1.9%+3.3%0.010%
7/11/2025Lantz Financial LLC37,604$6.88M1.7%+6.8%0.013%
7/11/2025LongView Wealth Management2,434$445K0.1%+25.1%0.001%
7/11/2025SeaCrest Wealth Management LLC5,832$1.07M0.1%+4.0%0.002%
7/11/2025Diversified Trust Co5,699$1.04M0.0%+39.2%0.002%
7/11/2025Bell Bank1,239$227K0.0%N/A0.000%
7/11/2025Elk 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%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
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%
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%
7/9/2025 Keystone Wealth Services LLC30,186$5.52M1.3%+0.3%0.010%
7/9/2025 Divergent Planning LLC58,544$10.70M4.1%N/A0.020%
7/9/2025 Thrive Wealth Management LLC13,785$2.52M0.4%+2.4%0.005%
7/9/2025 Breakwater Capital Group28,087$5.14M0.8%+9.5%0.010%
7/9/2025 Post Resch Tallon Group Inc.1,633$299K0.3%-13.3%0.001%
7/9/2025 Fragasso Financial Advisors Inc557,041$101.84M6.9%+4.8%0.192%
7/9/2025 Fiduciary Alliance LLC3,345$612K0.0%+6.0%0.001%
7/9/2025 Market Street Wealth Management Advisors LLC19,838$3.63M0.6%+42.8%0.007%
7/9/2025 Shore Point Advisors LLC8,593$1.57M0.8%N/A0.003%
7/9/2025 Triumph Capital Management22,178$4.06M1.2%+117.1%0.008%
7/9/2025 Veracity Capital LLC2,478$453K0.2%+14.1%0.001%
7/9/2025 Beacon Financial Group68,559$12.53M1.3%+8.0%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB1,547$283K0.0%-8.4%0.001%
7/8/2025 Everpar Advisors LLC11,579$2.12M1.0%+35.7%0.004%
7/8/2025 Ehrlich Financial Group6,567$1.20M0.8%-5.4%0.002%
7/8/2025 Braun Bostich & Associates Inc.38,605$7.06M4.8%+2.7%0.013%
7/8/2025 Atlas Brown Inc.2,832$518K0.2%-2.9%0.001%
7/8/2025 MRA Advisory Group46,657$8.53M4.0%-1.1%0.016%
7/8/2025 Richard P Slaughter Associates Inc14,783$2.70M0.6%-51.6%0.005%
7/8/2025 Paladin Wealth LLC11,000$2.01M1.6%+2.0%0.004%
7/8/2025 Apella Capital LLC98,353$18.06M0.5%-13.2%0.034%
7/8/2025 Gradient Investments LLC375,456$68.64M1.3%+0.9%0.129%
7/8/2025 GK Wealth Management LLC5,660$1.04M0.9%-3.2%0.002%
7/8/2025 Moulton Wealth Management Inc.9,126$1.69M1.3%N/A0.003%
7/8/2025 Parallel Advisors LLC188,562$34.47M0.7%-3.8%0.065%
7/7/2025 Investors Research Corp6,660$1.22M0.2%+11.1%0.002%
7/7/2025 Accelerate Investment Advisors LLC10,831$1.98M1.5%+12.6%0.004%
7/7/2025 Capital Asset Advisory Services LLC2,263$415K0.0%-14.2%0.001%
7/7/2025 Global Wealth Strategies & Associates69,805$12.76M3.7%+10.9%0.024%
7/7/2025 First Citizens Financial Corp19,595$3.58M2.0%-5.0%0.007%
7/7/2025 Insight Wealth Strategies LLC142,254$26.09M3.3%+1.0%0.049%
7/7/2025 Retirement Wealth Solutions LLC20,360$3.72M2.7%+7.9%0.007%
7/7/2025 OMNI 360 Wealth Inc.26,210$4.79M2.4%+2.1%0.009%
7/7/2025 Life Line Wealth Management LLC245,094$44.81M14.5%+745.4%0.085%
7/7/2025 Centurion Wealth Management LLC46,966$8.59M2.5%+22.1%0.016%
7/7/2025 TruWealth Advisors LLC29,722$5.43M0.3%+14.6%0.010%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
7/7/2025 RDA Financial Network14,200$2.60M0.7%+4.1%0.005%
7/2/2025 Dentgroup LLC5,957$1.09M0.8%-18.2%0.002%
7/2/2025 Helen Stephens Group LLC220,093$40.24M10.0%+4.4%0.076%
7/2/2025 Howard Financial Services LTD.496,946$90.85M11.9%+2.5%0.171%
7/2/2025 Central Pacific Bank Trust Division19,359$3.54M0.5%+74.4%0.007%
7/1/2025 Harbor Investment Advisory LLC3,130$572K0.0%+20.4%0.001%
7/1/2025 Private Client Services LLC13,729$2.51M1.0%+2.6%0.005%
7/1/2025 Bush Investment Group LLC21,415$3.92M2.6%+5.9%0.007%
7/1/2025 Stonehearth Capital Management LLC51,657$9.44M3.9%-3.2%0.018%
6/17/2025Howe & Rusling Inc.690$118K0.0%-11.1%0.000%
(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, 1,593 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 61,745,221 shares in the last 24 months. This purchase volume represents approximately $10.76B in transactions.

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

Of the 705 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 19,587,757 shares in the last 24 months. This volume of shares sold represents approximately $3.43B in transactions.



This page (BATS:QUAL) was last updated on 7/12/2025 by MarketBeat.com Staff
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