iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

$169.32

+2.12 (+1.27%)

(As of 07/26/2024 ET)

Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 843
Total Institutional Inflows (last 12 months): $7.40B

Number of Institutional Sellers (last 12 months): 560
Total Institutional Outflows (last 12 months): $3.77B

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.

QUAL Institutional Buying and Selling by Quarter

Ad American Hartford Gold Group

Dave Ramsey Makes Big Mistake Live On Air

Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW.

GET THE FREE GUIDE

iShares MSCI USA Quality Factor ETF Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	WealthShield Partners LLC	56,429	$9.64M	1.5%	+1.3%	0.021%
7/26/2024	Worth Financial Advisory Group LLC	27,207	$4.65M	3.0%	+0.9%	0.010%
7/26/2024	Harbour Investments Inc.	39,493	$6.74M	0.2%	-1.3%	0.015%
7/26/2024	LS Investment Advisors LLC	2,405	$411K	0.1%	-16.3%	0.001%
7/26/2024	Patriot Financial Group Insurance Agency LLC	27,085	$4.63M	0.7%	-4.1%	0.010%
7/26/2024	Atomi Financial Group Inc.	21,823	$3.73M	0.3%	+7.8%	0.008%
Get the Latest News and Ratings for QUAL and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for iShares MSCI USA Quality Factor ETF and its competitors with MarketBeat's FREE daily newsletter.
7/26/2024	Latitude Advisors LLC	5,020	$857K	0.5%	+18.6%	0.002%
7/26/2024	Schoolcraft Capital LLC	407,605	$69.60M	14.9%	+7.8%	0.154%
7/26/2024	Signature Estate & Investment Advisors LLC	2,322	$396K	0.0%	N/A	0.001%
7/26/2024	State of Michigan Retirement System	118,350	$20.21M	0.1%	-49.6%	0.045%
7/26/2024	Tanglewood Wealth Management Inc.	143,750	$24.55M	3.1%	-0.4%	0.054%
7/26/2024	SlateStone Wealth LLC	111,578	$19.05M	2.1%	+9.7%	0.042%
7/26/2024	Bailard Inc.	7,670	$1.31M	0.0%	+6.1%	0.003%
7/26/2024	Verdence Capital Advisors LLC	11,200	$1.91M	0.2%	+86.3%	0.004%
7/26/2024	Bank of New York Mellon Corp	2,372,410	$405.11M	0.1%	+3.2%	0.899%
7/26/2024	Bristlecone Advisors LLC	17,056	$2.91M	0.2%	+0.4%	0.006%
7/25/2024	Catalyst Capital Advisors LLC	220,357	$37.63M	0.9%	-0.3%	0.084%
7/25/2024	First Heartland Consultants Inc.	9,312	$1.59M	0.1%	+44.0%	0.004%
7/25/2024	TNF LLC	82,298	$13.87M	5.0%	+45.5%	0.031%
7/25/2024	Pineridge Advisors LLC	274	$47K	0.0%	-31.3%	0.000%
7/25/2024	Capital Advisors Ltd. LLC	150,001	$25.61M	3.3%	+3.8%	0.057%
7/25/2024	EQ LLC	44,478	$7.60M	4.5%	+6.0%	0.017%
7/25/2024	Tempus Wealth Planning LLC	4,954	$846K	0.4%	+44.7%	0.002%
7/25/2024	Calamos Wealth Management LLC	1,727	$295K	0.0%	+26.8%	0.001%
7/25/2024	Wade Financial Advisory Inc	117,709	$20.10M	7.2%	+0.5%	0.045%
7/25/2024	Clear Creek Financial Management LLC	12,053	$2.06M	0.2%	+5.0%	0.005%
7/25/2024	Aries Wealth Management	27,963	$4.78M	1.5%	+11.2%	0.011%
7/25/2024	SNS Financial Group LLC	706,677	$120.67M	13.0%	-0.4%	0.268%
7/25/2024	Pettinga Financial Advisors LLC	164,909	$28.16M	7.1%	+4.1%	0.062%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	247,279	$42.23M	4.4%	+3.1%	0.094%
7/25/2024	Destiny Wealth Partners LLC	4,989	$852K	0.2%	-11.0%	0.002%
7/25/2024	Yeomans Consulting Group Inc.	118,054	$20.16M	7.8%	+853.4%	0.045%
7/25/2024	Tranquility Partners LLC	11,516	$1.97M	0.8%	+3.0%	0.004%
7/25/2024	Institute for Wealth Management LLC.	21,813	$3.73M	0.5%	-8.6%	0.008%
7/25/2024	RPS Advisory Solutions LLC	1,865	$318K	0.3%	N/A	0.001%
7/25/2024	Fullcircle Wealth LLC	13,867	$2.34M	1.1%	N/A	0.005%
7/24/2024	McAdam LLC	2,828	$483K	0.0%	+45.2%	0.001%
7/24/2024	Gilliland Jeter Wealth Management LLC	1,938	$331K	0.1%	+48.6%	0.001%
7/24/2024	Colton Groome Financial Advisors LLC	19,929	$3.40M	1.3%	-17.4%	0.008%
7/24/2024	EdgeRock Capital LLC	64,208	$10.96M	8.5%	-0.6%	0.024%
How a $0.25 cent option contract makes my top traders feel (Ad) If you don’t know me, I’ve been in the markets for over 40 years… but recently, I’ve discovered a breakthrough that might be my favorite strategy of ALL time! While I kept the finer details of these $0.25 Cent Trades under wraps until recently… Click now to see for yourself what $0.25 Cent Trades is all about
7/24/2024	EWA LLC	133,935	$23.10M	9.3%	+0.7%	0.051%
7/24/2024	Planned Solutions Inc.	1,606	$274K	0.1%	+31.2%	0.001%
7/24/2024	TrueWealth Advisors LLC	3,748	$640K	0.2%	+7.9%	0.001%
7/24/2024	Alta Wealth Advisors LLC	9,447	$1.61M	0.8%	-1.5%	0.004%
7/24/2024	Quotient Wealth Partners LLC	8,666	$1.48M	0.1%	-42.2%	0.003%
7/24/2024	Herold Advisors Inc.	3,182	$544K	0.1%	+8.1%	0.001%
7/24/2024	Premier Path Wealth Partners LLC	49,515	$8.46M	1.4%	+3.8%	0.019%
7/24/2024	Catalina Capital Group LLC	10,214	$1.74M	0.7%	+11.4%	0.004%
7/24/2024	Secure Asset Management LLC	3,278	$560K	0.1%	+109.9%	0.001%
7/24/2024	Diversified LLC	9,041	$1.54M	0.2%	+5.4%	0.003%
7/24/2024	Avalon Capital Management	39,471	$6.74M	2.1%	+23.3%	0.015%
7/24/2024	ShoreHaven Wealth Partners LLC	57,486	$9.82M	5.2%	+6.0%	0.022%
7/24/2024	JB Capital LLC	574,206	$98.05M	6.1%	+3.5%	0.218%
7/24/2024	Goldstein Advisors LLC	2,501	$427K	0.1%	-3.5%	0.001%
7/24/2024	Farrell Financial LLC	20,247	$3.46M	2.7%	+15.0%	0.008%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	9,406	$1.61M	0.3%	+103.2%	0.004%
7/24/2024	My Legacy Advisors LLC	39,239	$6.70M	2.1%	N/A	0.015%
7/24/2024	Unique Wealth Strategies LLC	223	$37K	0.0%	N/A	0.000%
7/24/2024	&PARTNERS	18,909	$3.23M	0.1%	+69.2%	0.007%
7/23/2024	Geneos Wealth Management Inc.	19,220	$3.28M	0.1%	+34.3%	0.007%
7/23/2024	SOL Capital Management CO	43,522	$7.43M	0.9%	+5.3%	0.016%
7/23/2024	GYL Financial Synergies LLC	586,749	$100.19M	7.7%	-6.7%	0.222%
7/23/2024	Atlas Brown Inc.	2,193	$374K	0.1%	+5.9%	0.001%
7/23/2024	Level Financial Advisors	11,429	$1.95M	0.8%	+3.4%	0.004%
7/23/2024	American National Bank	291	$50K	0.0%	-93.4%	0.000%
7/23/2024	Concourse Financial Group Securities Inc.	191,635	$32.72M	2.0%	+22.6%	0.073%
7/23/2024	Keystone Financial Services	100,432	$17.15M	7.1%	+17.7%	0.038%
7/23/2024	Courier Capital LLC	1,219	$208K	0.0%	N/A	0.000%
7/23/2024	Horst & Graben Wealth Management LLC	179,505	$30.65M	5.9%	+2.4%	0.068%
7/23/2024	Security Financial Services INC.	134,384	$22.95M	5.0%	-2.5%	0.051%
7/23/2024	Macroview Investment Management LLC	16,021	$2.74M	2.9%	+5.4%	0.006%
7/23/2024	ONE Advisory Partners LLC	86,431	$14.76M	6.8%	+3.4%	0.033%
7/23/2024	Xcel Wealth Management LLC	1,182	$202K	0.1%	-8.2%	0.000%
7/23/2024	TFC Financial Management Inc.	10,902	$1.86M	0.3%	-6.5%	0.004%
7/23/2024	Crescent Grove Advisors LLC	25,097	$4.29M	0.5%	+3.0%	0.010%
7/23/2024	Orgel Wealth Management LLC	720,794	$123.08M	3.3%	+8.2%	0.273%
7/23/2024	Amplius Wealth Advisors LLC	9,766	$1.67M	0.2%	-31.3%	0.004%
7/22/2024	Atria Wealth Solutions Inc.	494,143	$84.38M	0.9%	+8.8%	0.187%
7/22/2024	Geneva Partners LLC	47,046	$8.03M	3.3%	-1.9%	0.018%
7/22/2024	Flagship Private Wealth LLC	28,082	$4.80M	2.8%	+6.8%	0.011%
7/22/2024	Fifth Third Bancorp	18,860	$3.22M	0.0%	+16.7%	0.007%
7/22/2024	Veracity Capital LLC	1,386	$237K	0.1%	-39.4%	0.001%
7/22/2024	Signify Wealth	19,855	$3.39M	4.9%	-0.5%	0.008%
7/22/2024	Investment Planning Advisors Inc.	3,046	$520K	0.3%	N/A	0.001%
7/22/2024	Focus Financial Network Inc.	92,403	$16.01M	0.7%	-4.8%	0.035%
7/22/2024	Hobbs Group Advisors LLC	37,727	$6.44M	2.4%	N/A	0.014%
7/22/2024	Mayfair Advisory Group LLC	17,579	$3.06M	2.1%	+2.2%	0.007%
7/22/2024	RCS Financial Planning LLC	16,347	$2.79M	1.6%	+15.9%	0.006%
7/22/2024	Carnegie Investment Counsel	11,675	$1.99M	0.1%	+0.5%	0.004%
7/22/2024	SeaCrest Wealth Management LLC	2,569	$439K	0.0%	+11.3%	0.001%
This TSLA short trade is on a nine win hot streak (Ad) Most Tesla Shareholders are disappointed in the stock's performance in 2024. Year to date, it's down 30%... And things don’t seem to be getting better. That said, one professional trader has found a way to turn Tesla’s demise into a flurry of opportunity… In fact, he has not lost a single trade on Tesla this year. As of this mailing he’s 9 for 9 with incredible wins under his belt. Just see for yourself. But I can promise that you’ll see all the details for yourself here.
7/22/2024	Pallas Capital Advisors LLC	6,369	$1.10M	0.0%	-8.9%	0.002%
7/22/2024	MBE Wealth Management LLC	7,722	$1.32M	0.8%	-3.2%	0.003%
7/20/2024	First Citizens Bank & Trust Co.	22,907	$3.91M	0.1%	-22.9%	0.009%
7/20/2024	First Horizon Advisors Inc.	56,229	$9.60M	0.3%	+10.5%	0.021%
7/20/2024	Continuum Advisory LLC	6,989	$1.19M	0.2%	+2.2%	0.003%
7/20/2024	Parsons Capital Management Inc. RI	6,209	$1.06M	0.1%	+1.8%	0.002%
7/20/2024	Raymond James Financial Services Advisors Inc.	869,539	$148.48M	0.2%	+11.3%	0.329%
7/20/2024	Apollon Financial LLC	19,546	$3.34M	1.1%	+8.6%	0.007%
7/20/2024	Apollon Wealth Management LLC	20,920	$3.57M	0.1%	-57.5%	0.008%
7/20/2024	Meridian Investment Counsel Inc.	6,234	$1.07M	0.3%	N/A	0.002%

(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, 1,235 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 1,095 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), PNC Financial Services Group Inc. ($6.48M), LPL Financial LLC ($4.23M), CWM LLC ($3.58M), CFS Investment Advisory Services LLC ($3.20M), and Envestnet Portfolio Solutions Inc. ($3.11M).
How much institutional buying is happening at iShares MSCI USA Quality Factor ETF?: Institutional investors have bought a total of 182,779,345 shares in the last 24 months. This purchase volume represents approximately $23.84B in transactions.

Which iShares MSCI USA Quality Factor ETF major shareholders have been selling company stock?: Of the 767 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), CWM LLC ($1.79M), Osaic Holdings Inc. ($1.78M), 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 51,184,747 shares in the last 24 months. This volume of shares sold represents approximately $6.54B in transactions.