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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$216.91 0.00 (0.00%)
As of 06/12/2026 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)
1138
Total
Institutional Inflows
(last 12 months)
$6.40B
Number of
Institutional Sellers
(last 12 months)
978
Total
Institutional Outflows
(last 12 months)
$10.97B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2026 Curry 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%
6/2/2026 Blue Edge Capital LLC50,270$9.64M1.3%-3.0%0.017%
6/1/2026 Concorde Asset Management LLC19,651$3.77M1.8%-1.4%0.007%
6/1/2026 Keel Point LLC13,393$2.57M0.2%-3.6%0.005%
5/28/2026 Cozad Asset Management Inc.7,355$1.41M0.1%-1.6%0.003%
5/28/2026 Maripau Wealth Management LLC5,584$1.07M0.5%-3.9%0.002%
5/27/2026 Allen Capital Group LLC7,622$1.46M0.1%+1.6%0.003%
5/27/2026 Security Financial Services INC.34,945$6.70M1.1%-13.1%0.012%
5/26/2026 Glenmede Trust Co. NA215,962$41.42M0.2%-0.5%0.074%
5/22/2026 WNY Asset Management LLC5,582$1.07M0.1%N/A0.002%
5/22/2026 Wellington Grp LLC738$142K0.0%+146.8%0.000%
5/22/2026 Verus Capital Partners LLC28,101$5.39M0.4%-10.3%0.010%
5/21/2026 Raab & Moskowitz Asset Management LLC12,199$2.34M0.5%-1.2%0.004%
5/20/2026 Cadia Private Client LLC12,743$2.44M2.0%-1.0%0.004%
5/20/2026 J. Mark Nickell & Co.77,306$14.83M13.4%-9.0%0.027%
5/20/2026 Hobbs Group Advisors LLC6,260$1.20M0.4%-1.7%0.002%
5/20/2026 TrueWealth Financial Partners3,887$746K0.3%N/A0.001%
5/19/2026 Western Wealth Management LLC42,229$8.10M0.3%+65.8%0.015%
5/19/2026 GTS Financial LLC10,784$2.07M1.5%N/A0.004%
5/19/2026 Bank of America Corp DE8,741,641$1.68B0.1%+36.9%3.015%
5/19/2026 Strait & Sound Wealth Management LLC6,054$1.16M0.4%+16.7%0.002%
5/19/2026 Financial Insights Inc.7,237$1.39M0.4%-0.9%0.002%
5/19/2026 Centaurus Financial Inc.151,213$29.00M1.4%+2.4%0.052%
5/19/2026 Strategic Investment Advisors MI596$114K0.0%N/A0.000%
5/19/2026 Ashton Thomas Securities LLC31,053$5.95M0.7%N/A0.011%
5/19/2026 Arkadios Wealth Advisors33,947$6.51M0.1%+106.0%0.012%
5/19/2026 IFS Group LLC7,435$1.43M1.3%N/A0.003%
5/19/2026 Claris Financial LLC4,590$880K0.5%-8.5%0.002%
5/18/2026 Sunbelt Securities Inc.2,928$562K0.0%-19.6%0.001%
5/18/2026 EverSource Wealth Advisors LLC12,828$2.46M0.1%+17.4%0.004%
5/18/2026 Royal Bank of Canada1,777,079$340.86M0.1%+2.9%0.613%
5/18/2026 Empowered Funds LLC3,264$626K0.0%+32.1%0.001%
5/16/2026 KCM Investment Advisors LLC9,254$1.78M0.1%-1.3%0.003%
5/16/2026 Glen Eagle Advisors LLC12,831$2.46M0.3%-10.7%0.004%
5/16/2026 Quantinno Capital Management LP74,632$14.32M0.0%+14.2%0.026%
5/16/2026 Family Manage LLC155,336$29.80M3.6%-4.3%0.054%
5/15/2026 Intelligence Driven Advisers LLC57,085$10.95M1.9%-13.8%0.020%
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5/15/2026 Gateway Wealth Partners LLC54,766$10.51M0.4%+217.6%0.019%
5/15/2026 Quadcap Wealth Management LLC6,431$1.23M0.1%-8.5%0.002%
5/15/2026 Valence8 US LP337,336$64.70M22.6%-7.1%0.116%
5/15/2026 Van Diest Capital LLC1,587$304K0.2%-8.4%0.001%
5/15/2026 Windsor Advisory Group LLC302$58K0.0%N/A0.000%
5/15/2026 Waverly Advisors LLC134,311$25.76M0.2%+56.7%0.046%
5/15/2026 Wealth Alliance LLC62,631$12.01M1.2%+7.2%0.022%
5/15/2026 Boreal Capital Management LLC14,810$2.84M2.7%-0.4%0.005%
5/14/2026 Hilltop Holdings Inc.1,238$237K0.0%-52.1%0.000%
5/14/2026 GC Wealth Management RIA LLC12,610$2.42M0.1%+2.8%0.004%
5/14/2026 Compound Planning Inc.35,158$6.74M0.2%+18.7%0.012%
5/14/2026 Klingman & Associates LLC2,435$467K0.0%+15.2%0.001%
5/14/2026 Modern Wealth Management LLC454,044$87.53M1.5%-21.8%0.157%
5/14/2026 Keebeck Wealth Management90,452$17.35M2.0%-0.6%0.031%
5/14/2026 Cloverfields Capital Group LP7,604$1.46M0.5%+25.1%0.003%
5/14/2026 Bank of Nova Scotia51,634$9.90M0.0%-18.9%0.018%
5/14/2026 Gibbs Wealth Management3,490$670K0.1%+28.9%0.001%
5/14/2026 Lido Advisors LLC134,736$25.84M0.1%+16.7%0.046%
5/14/2026 Monograph Wealth Advisors LLC3,314$636K0.1%+28.9%0.001%
5/13/2026 Cetera Investment Advisers1,574,045$301.92M0.3%+2.9%0.543%
5/13/2026 GSG Advisors LLC60,496$11.60M3.0%+4.6%0.021%
5/13/2026 Aureus Asset Management LLC3,400$652K0.0%N/A0.001%
5/13/2026 Clearwater Capital Advisors LLC2,071$397K0.0%-2.5%0.001%
5/13/2026 Sachem Hill LLC346,003$66.37M12.9%-0.4%0.119%
5/13/2026 Measured Wealth Private Client Group LLC234$45K0.0%N/A0.000%
5/13/2026 Signature Equity Partners LLC490$94K0.1%+12.6%0.000%
5/13/2026 NewEdge Wealth LLC115,490$22.15M0.3%-15.1%0.040%
5/13/2026 Alpha Financial Partners LLC2,308$443K0.3%+11.4%0.001%
5/13/2026 First Citizens Bank & Trust Co.6,876$1.32M0.0%-5.3%0.002%
5/13/2026 First Trust Advisors LP10,586$2.03M0.0%+4.2%0.004%
5/12/2026 Fortis Capital Management LLC25,553$4.90M0.5%+0.2%0.009%
5/8/2026 PNC Financial Services Group Inc.6,138,151$1.18B0.7%-4.8%2.117%
5/8/2026 Glenview Trust Co6,719$1.29M0.0%+15.4%0.002%
5/8/2026 Alpha Zero LLC13,790$2.65M1.3%-1.7%0.005%
5/8/2026 Maimon Wealth Management LTD.15,262$2.85M2.5%+12.0%0.005%
5/8/2026 Element Pointe Advisors LLC78,410$15.04M2.8%-7.3%0.027%
5/7/2026 Florida Financial Advisors LLC4,897$940K0.2%+14.7%0.002%
5/7/2026 AlTi Global Inc.14,557$2.79M0.1%-42.7%0.005%
5/7/2026 Cornerstone Advisors Asset Management LLC26,589$5.10M0.8%-0.2%0.009%
5/7/2026 Wells Financial Advisors INC7,148$1.37M6.2%-41.0%0.002%
5/7/2026 Scarborough Advisors LLC129,739$24.89M2.7%-21.7%0.045%
5/7/2026 Balefire LLC1,837$352K0.1%N/A0.001%
5/7/2026 Parallel Advisors LLC145,994$28.00M0.5%-10.9%0.050%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.1,438$276K0.2%-66.6%0.000%
5/7/2026 Regimen Wealth LLC4,970$953K0.3%-71.8%0.002%
5/7/2026 True North Advisors LLC3,936$755K0.1%-3.0%0.001%
5/7/2026 Vision Retirement LLC6,460$1.24M0.4%-29.0%0.002%
5/7/2026 World Equity Group Inc.3,915$752K0.2%+8.0%0.001%
5/7/2026 Performa Ltd US LLC38,499$7.38M1.7%-1.0%0.013%
5/7/2026 Palladiem LLC7,888$1.51M1.4%+41.3%0.003%
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5/7/2026 Crescent Grove Advisors LLC15,952$3.06M0.3%-13.7%0.006%
5/7/2026 Ascent Wealth Partners LLC1,327$255K0.0%-3.8%0.000%
5/6/2026 Benningfield Financial Advisors LLC3,267$627K0.5%-51.6%0.001%
5/6/2026 GatePass Capital LLC5,112$981K0.5%+25.4%0.002%
5/6/2026 Quadrant Private Wealth Management LLC28,324$5.43M0.8%-1.6%0.010%
5/6/2026 Bartlett & CO. Wealth Management LLC10,372$2.14M0.0%-0.6%0.004%
5/6/2026 Zhang Financial LLC3,299$633K0.0%+10.8%0.001%
5/6/2026 Simon Quick Advisors LLC18,968$3.64M0.2%-19.2%0.007%
5/6/2026 FSA Advisors Inc.1,061$204K0.1%-9.5%0.000%
5/6/2026 Cornerstone Planning Group LLC17,053$3.54M0.5%+33.9%0.006%


QUAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,806 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 1,614 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 33,905,113 shares in the last 24 months. This purchase volume represents approximately $6.40B in transactions.

Of the 978 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 56,279,081 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 6/15/2026 by MarketBeat.com Staff.
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