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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$182.10 +5.46 (+3.09%)
As of 01/21/2025 03:59 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)
910
Total
Institutional Inflows
(last 12 months)
$5.69B
Number of
Institutional Sellers
(last 12 months)
551
Total
Institutional Outflows
(last 12 months)
$2.06B
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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
1/21/2025SWP Financial LLC41,758$7.44M4.5%-9.4%0.016%
1/21/2025Regatta Capital Group LLC91,288$16.26M3.2%+2.2%0.035%
1/21/2025MKT Advisors LLC10,070$1.82M0.8%-1.4%0.004%
1/21/2025Clarendon Private LLC8,605$1.53M1.6%N/A0.003%
1/21/2025Cora Capital Advisors LLC34,700$6.18M3.0%-0.5%0.013%
1/21/2025Flagship Private Wealth LLC54,239$9.66M4.7%+27.5%0.021%
1/21/2025Marshall Financial Group LLC11,082$1.97M0.5%-2.5%0.004%
1/21/2025First Citizens Bank & Trust Co.8,717$1.55M0.0%-22.3%0.003%
1/21/2025Duncan Williams Asset Management LLC2,058$366K0.1%N/A0.001%
1/21/2025Patton Albertson Miller Group LLC7,094$1.26M0.2%+28.7%0.003%
1/21/2025Merkkuri Wealth Advisors LLC10,389$1.85M1.5%+10.5%0.004%
1/21/2025Flagship Harbor Advisors LLC19,125$3.41M0.2%+7.0%0.007%
1/21/2025B.O.S.S. Retirement Advisors LLC1,357$242K0.1%N/A0.001%
1/21/2025CFS Investment Advisory Services LLC153,400$27.32M2.4%-1.6%0.058%
1/21/2025Grimes & Company Inc.1,553$277K0.0%-3.7%0.001%
1/21/2025SJS Investment Consulting Inc.259$46K0.0%+114.0%0.000%
1/21/2025Lantz Financial LLC30,536$5.44M1.4%+3.0%0.012%
1/21/2025Cyndeo Wealth Partners LLC14,828$2.64M0.2%-22.4%0.006%
1/21/2025Geneos Wealth Management Inc.21,515$3.83M0.1%+5.4%0.008%
1/21/2025Dynamic Advisor Solutions LLC7,248$1.29M0.1%-3.9%0.003%
1/21/2025Fifth Third Bancorp22,151$3.95M0.0%+1.0%0.008%
1/21/2025Firethorn Wealth Partners LLC38,219$6.81M3.4%-2.7%0.014%
1/21/2025Carr Financial Group Corp16,079$2.86M0.9%-3.3%0.006%
1/21/2025Gradient Investments LLC339,539$60.47M1.2%+2.2%0.129%
1/21/2025Wolff Financial Management LLC5,213$928K0.3%-8.8%0.002%
1/21/2025Exchange Traded Concepts LLC41,344$7.36M0.1%N/A0.016%
1/21/2025Sound Income Strategies LLC5,814$1.04M0.1%+5.8%0.002%
1/21/2025RFG Advisory LLC79,223$14.11M0.4%-3.4%0.030%
1/21/2025ONE Advisory Partners LLC86,034$15.32M6.8%-0.7%0.033%
1/21/2025Motive Wealth Advisors66,760$11.89M6.4%+1.1%0.025%
1/21/2025MFA Wealth Services4,650$828K0.7%N/A0.002%
1/21/2025Cornerstone Wealth Management LLC22,577$4.02M0.3%+3.1%0.009%
1/21/2025Johnson Bixby & Associates LLC8,905$1.59M0.2%-3.6%0.003%
1/21/2025Brighton Jones LLC10,028$1.79M0.1%+25.3%0.004%
1/21/2025Lincoln Capital Corp47,535$8.47M3.5%-1.7%0.018%
1/21/2025Hengehold Capital Management LLC190,454$33.92M3.2%-1.1%0.072%
1/21/2025Montecito Bank & Trust55,480$9.88M1.7%+0.6%0.021%
1/17/2025 New Century Financial Group LLC11,053$1.98M0.8%-28.1%0.004%
1/17/2025 Yeomans Consulting Group Inc.82,483$14.69M5.5%-18.2%0.031%
1/17/2025 Apeiron RIA LLC65,079$11.59M3.2%+6.0%0.025%
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1/17/2025 Veracity Capital LLC1,768$315K0.1%+29.0%0.001%
1/17/2025 Galvin Gaustad & Stein LLC1,835$327K0.0%+5.8%0.001%
1/17/2025 Goldstein Advisors LLC294,692$52.48M7.6%+4.5%0.112%
1/17/2025 Market Street Wealth Management Advisors LLC14,436$2.57M0.4%-7.5%0.005%
1/17/2025 Avior Wealth Management LLC2,697$480K0.0%+30.7%0.001%
1/17/2025 Endeavor Private Wealth Inc.23,234$4.14M3.9%N/A0.009%
1/17/2025 Raleigh Capital Management Inc.10,441$1.86M0.7%+1.5%0.004%
1/17/2025 Mutual Advisors LLC45,450$8.16M0.2%-3.6%0.017%
1/17/2025 True North Advisors LLC2,975$530K0.1%N/A0.001%
1/17/2025 Traynor Capital Management Inc.1,145$204K0.0%-11.0%0.000%
1/17/2025 Janney Montgomery Scott LLC1,471,387$262.03M0.7%+3.3%0.558%
1/17/2025 Bartlett & CO. Wealth Management LLC5,909$1.05M0.0%+1.4%0.002%
1/17/2025 SG Americas Securities LLC9,461$1.69M0.0%N/A0.004%
1/17/2025 Sharp Financial Services LLC1,819$324K0.2%+12.2%0.001%
1/17/2025 Marino Stram & Associates LLC29,761$5.30M1.2%+9.0%0.011%
1/17/2025 Magnus Financial Group LLC22,996$4.10M0.4%+23.4%0.009%
1/17/2025 Global Trust Asset Management LLC4,225$752K0.3%+41.5%0.002%
1/17/2025 Advisory Alpha LLC4,490$800K0.0%+6.5%0.002%
1/17/2025 Dakota Wealth Management17,427$3.10M0.1%-9.3%0.007%
1/17/2025 Braun Bostich & Associates Inc.35,813$6.38M4.6%-0.6%0.014%
1/17/2025 Beaumont Financial Advisors LLC2,505$446K0.0%+8.9%0.001%
1/17/2025 MCF Advisors LLC349$62K0.0%-37.6%0.000%
1/17/2025 Aspire Private Capital LLC15,560$2.77M0.7%+22.8%0.006%
1/17/2025 Oxinas Partners Wealth Management LLC1,694$302K0.2%+10.7%0.001%
1/17/2025 Octavia Wealth Advisors LLC3,176$566K0.1%+3.7%0.001%
1/17/2025 Commons Capital LLC5,637$1.00M0.9%N/A0.002%
1/17/2025 Fort Washington Investment Advisors Inc. OH277,277$49.38M0.3%+1.5%0.105%
1/17/2025 Farrell Financial LLC19,521$3.48M2.5%+0.4%0.007%
1/17/2025 Planned Solutions Inc.3,491$622K0.3%+117.4%0.001%
1/17/2025 Exchange Bank2,332$415K0.3%+6.8%0.001%
1/17/2025 Atomi Financial Group Inc.30,565$5.44M0.3%+48.8%0.012%
1/17/2025 Alpha Cubed Investments LLC2,943$524K0.0%+3.2%0.001%
1/17/2025 Tarbox Family Office Inc.17,642$3.14M0.5%-0.9%0.007%
1/17/2025 ADE LLC33,973$6.05M3.7%+9.3%0.013%
1/16/2025 Aspiriant LLC1,848$329K0.0%+12.4%0.001%
1/16/2025 Ballentine Partners LLC10,069$1.79M0.0%+180.9%0.004%
1/16/2025 Pure Financial Advisors LLC125,064$22.27M0.5%+10.2%0.047%
1/16/2025 Koshinski Asset Management Inc.1,401$249K0.0%-3.9%0.001%
1/16/2025 Hoese & Co LLP45,954$8.18M7.1%-0.9%0.017%
1/16/2025 Wealthquest Corp1,557$277K0.0%-23.5%0.001%
1/16/2025 Amplius Wealth Advisors LLC9,716$1.73M0.2%+0.9%0.004%
1/16/2025 Lionsbridge Wealth Management LLC11,322$2.02M1.7%-6.5%0.004%
1/16/2025 Corundum Group Inc.1,994$355K0.1%+53.4%0.001%
1/16/2025 FLC Capital Advisors5,303$944K0.2%+6.6%0.002%
1/16/2025 True Link Financial Advisors LLC193,325$34.43M2.9%+1.3%0.073%
1/16/2025 Thrive Wealth Management LLC13,802$2.46M0.4%+5.9%0.005%
1/16/2025 Donor Advised Charitable Giving Inc.1,586$282K0.0%+22.9%0.001%
1/16/2025 Diversify Advisory Services LLC32,752$5.78M0.3%+6.8%0.012%
1/16/2025 Diversify Wealth Management LLC108,188$19.08M1.5%+3.9%0.041%
1/16/2025 LVW Advisors LLC1,871$333K0.0%N/A0.001%
Kamala’s final humiliation (Ad)

Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors. The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term…

Watch my latest video now.
1/16/2025 Annex Advisory Services LLC47,024$8.37M0.3%-6.1%0.018%
1/16/2025 Moulton Wealth Management Inc.3,713$661K0.5%+10.7%0.001%
1/16/2025 Client 1ST Advisory Group LLC32,937$5.87M2.3%N/A0.012%
1/16/2025 My Legacy Advisors LLC25,007$4.49M1.7%+1.0%0.009%
1/16/2025 Maiden Cove Capital LLC6,213$1.11M2.0%-1.8%0.002%
1/16/2025 Kelly Financial Services LLC111,368$19.84M5.9%+3.7%0.042%
1/15/2025 Portside Wealth Group LLC15,682$2.81M0.5%+0.7%0.006%
1/15/2025 Moss Adams Wealth Advisors LLC3,687$657K0.1%-1.8%0.001%
1/15/2025 Financial Advisors LLC334,428$59.56M11.4%-1.1%0.127%
1/15/2025 Astoria Portfolio Advisors LLC.31,889$5.63M2.0%-59.7%0.012%
(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, 1,351 institutional investors and hedge funds held shares of iShares MSCI USA Quality Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.79B), FMR LLC ($2.84B), LPL Financial LLC ($2.64B), PNC Financial Services Group Inc. ($1.40B), JPMorgan Chase & Co. ($1.03B), Morgan Stanley ($924.61M), and BlackRock Inc. ($878.11M).Learn more on QUAL's institutional investors.

Which institutional investors have been buying iShares MSCI USA Quality Factor ETF stock?

Of the 1,208 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. ($31.10M), PNC Financial Services Group Inc. ($6.48M), LPL Financial LLC ($5.91M), CWM LLC ($3.58M), Envestnet Portfolio Solutions Inc. ($3.11M), and Park Avenue Securities LLC ($2.75M).

How much institutional buying is happening at iShares MSCI USA Quality Factor ETF?

Institutional investors have bought a total of 181,770,870 shares in the last 24 months. This purchase volume represents approximately $24.80B in transactions.

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

Of the 787 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), Bank of America Corp DE ($1.81M), Osaic Holdings Inc. ($1.78M), PNC Financial Services Group Inc. ($1.64M), CWM LLC ($1.58M), Mercer Global Advisors Inc. ADV ($1.56M), and Blue Trust Inc. ($959.28K).

How much institutional selling is happening at iShares MSCI USA Quality Factor ETF?

Institutional investors have sold a total of 42,260,180 shares in the last 24 months. This volume of shares sold represents approximately $5.89B in transactions.


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This page (BATS:QUAL) was last updated on 1/22/2025 by MarketBeat.com Staff
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