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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$179.43 +1.72 (+0.97%)
(As of 12/20/2024 ET)
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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)
901
Total
Institutional Inflows
(last 12 months)
$5.69B
Number of
Institutional Sellers
(last 12 months)
542
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
12/19/2024 Principal Financial Group Inc.9,892$1.77M0.0%+37.2%0.004%
12/18/2024 Syntax Research Inc.6,395$1.15M0.8%+12.1%0.002%
12/13/2024 B. Riley Wealth Advisors Inc.121,647$21.73M0.6%-4.1%0.046%
12/11/2024 Alternative Investment Advisors LLC.56,205$10.08M5.3%+3.1%0.021%
12/10/2024 Garden State Investment Advisory Services LLC1,136$204K0.1%N/A0.000%
12/9/2024 Copley Financial Group Inc.1,198$215K0.2%N/A0.000%
12/9/2024 Forthright Family Wealth Advisory LLC56,676$10.57M6.4%-7.3%0.021%
12/3/2024 Bush Investment Group LLC17,159$3.08M2.5%+4.7%0.007%
12/3/2024 Boulder Wealth Advisors LLC127,121$22.79M12.4%N/A0.048%
12/2/2024 Beaird Harris Wealth Management LLC619$111K0.0%+14.2%0.000%
11/29/2024 American Trust18,827$3.38M0.3%-10.3%0.007%
11/27/2024 Franklin Resources Inc.522,171$95.66M0.0%-2.5%0.198%
11/26/2024 Asset Advisors Investment Management LLC47,827$8.58M0.9%+7.8%0.018%
11/26/2024 Peapack Gladstone Financial Corp6,210$1.11M0.0%+1.3%0.002%
11/25/2024 Synovus Financial Corp399,550$71.64M0.8%-2.1%0.151%
11/25/2024 Tidal Investments LLC36,366$6.52M0.1%N/A0.014%
11/25/2024 Wilmington Savings Fund Society FSB329,029$59.00M1.1%-2.5%0.125%
11/25/2024 World Investment Advisors LLC27,737$4.97M0.1%+8.0%0.011%
11/25/2024 Sanctuary Advisors LLC779,459$142.45M0.9%+14.1%0.295%
11/22/2024 Fulcrum Equity Management3,838$688K0.6%-8.0%0.001%
11/19/2024 Invst LLC136,585$24.49M3.0%-27.0%0.052%
11/19/2024 M&T Bank Corp4,050,192$726.20M2.4%+0.7%1.535%
11/18/2024 Soltis Investment Advisors LLC7,261$1.30M0.1%+1.6%0.003%
11/18/2024 Hobbs Group Advisors LLC46,359$8.31M3.0%+22.9%0.018%
11/18/2024 Arete Wealth Advisors LLC18,683$3.34M0.3%-14.1%0.007%
11/18/2024 Asset Allocation Strategies LLC5,206$934K0.3%N/A0.002%
11/18/2024 Sunbelt Securities Inc.8,400$1.51M0.1%+44.3%0.003%
11/18/2024 Brown Financial Advisors22,472$4.03M1.7%+5.3%0.009%
11/18/2024 Coldstream Capital Management Inc.7,535$1.35M0.0%+23.1%0.003%
11/18/2024 Strait & Sound Wealth Management LLC2,229$400K0.2%+89.5%0.001%
11/18/2024 Orion Capital Management LLC1,403$252K0.1%-10.4%0.001%
11/18/2024 FRG Family Wealth Advisors LLC4,445$797K0.1%+15.3%0.002%
11/18/2024 JDM Financial Group LLC964$173K0.1%N/A0.000%
11/15/2024 High Falls Advisors Inc142,486$25.55M5.8%+1.1%0.054%
11/15/2024 M&T Bank Corp4,050,192$726.20M2.0%+0.7%1.535%
11/15/2024 Abel Hall LLC9,609$1.72M1.1%-1.1%0.004%
11/15/2024 Continuum Advisory LLC6,772$1.24M0.2%-3.1%0.003%
11/15/2024 EWA LLC138,344$25.26M9.1%+3.3%0.052%
11/15/2024 Glass Jacobson Investment Advisors llc914$164K0.1%+796.1%0.000%
11/15/2024 Raab & Moskowitz Asset Management LLC6,865$1.23M0.3%-3.8%0.003%
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11/15/2024 MML Investors Services LLC2,859,647$512.74M1.9%+6.3%1.084%
11/15/2024 Dorsey Wright & Associates17,586$3.15M0.7%-5.9%0.007%
11/15/2024 Delos Wealth Advisors LLC22,817$4.09M3.6%+6.9%0.009%
11/15/2024 Orion Portfolio Solutions LLC189,122$33.91M0.7%+15.1%0.072%
11/15/2024 Zacks Investment Management1,276$229K0.0%N/A0.000%
11/15/2024 National Bank of Canada FI55,824$10.01M0.0%+3.9%0.021%
11/15/2024 Glen Eagle Advisors LLC5,985$1.07M0.2%+5.9%0.002%
11/15/2024 EP Wealth Advisors LLC14,683$2.63M0.0%+8.6%0.006%
11/15/2024 Kovitz Investment Group Partners LLC318,980$57.13M0.4%+164.1%0.121%
11/15/2024 Weaver Consulting Group111,248$19.95M6.3%-0.2%0.042%
11/15/2024 Two Sigma Advisers LP184,900$33.15M0.1%-34.1%0.070%
11/15/2024 Stifel Financial Corp1,497,670$268.54M0.3%+4.3%0.568%
11/15/2024 Swmg LLC54,631$10.03M4.1%+1.7%0.021%
11/15/2024 SageView Advisory Group LLC27,933$5.01M0.3%-49.3%0.011%
11/15/2024 Quadrature Capital Ltd6,845$1.23M0.0%N/A0.003%
11/15/2024 Quantinno Capital Management LP7,902$1.42M0.0%+66.7%0.003%
11/15/2024 Redwood Investment Management LLC14,941$2.68M0.2%+6.2%0.006%
11/15/2024 Resurgent Financial Advisors LLC7,688$1.38M0.8%-3.4%0.003%
11/15/2024 IHT Wealth Management LLC207,658$37.21M1.0%+27.5%0.079%
11/15/2024 Integrated Wealth Concepts LLC1,356,703$243.26M3.0%+15.5%0.514%
11/15/2024 HighTower Advisors LLC1,355,807$243.10M0.3%-0.8%0.514%
11/15/2024 Hilltop Holdings Inc.17,725$3.18M0.2%N/A0.007%
11/15/2024 Garden State Investment Advisory Services LLC1,136$204K0.1%N/A0.000%
11/15/2024 Ascent Group LLC87,520$15.69M1.2%+3.3%0.033%
11/15/2024 Beck Capital Management LLC4,779$857K0.2%+1.7%0.002%
11/15/2024 Benjamin Edwards Inc.14,868$2.67M0.0%N/A0.006%
11/15/2024 Kestra Investment Management LLC531,906$95.37M4.1%+17.3%0.202%
11/15/2024 Mark Sheptoff Financial Planning LLC239$43K0.0%N/A0.000%
11/14/2024 Semmax Financial Advisors Inc.6,309$1.16M0.3%+6.0%0.002%
11/14/2024 Tradition Wealth Management LLC109,579$19.65M1.8%+3.9%0.042%
11/14/2024 Edgestream Partners L.P.4,497$806K0.0%-4.4%0.002%
11/14/2024 L.M. Kohn & Company6,459$1.16M0.3%+52.3%0.002%
11/14/2024 TRUE Private Wealth Advisors12,546$2.25M0.3%-1.9%0.005%
11/14/2024 Flow Traders U.S. LLC12,540$2.25M0.1%+87.4%0.005%
11/14/2024 Captrust Financial Advisors405,565$72.72M0.2%-6.6%0.154%
11/14/2024 Icon Wealth Advisors LLC190,026$34.07M2.8%+2.5%0.072%
11/14/2024 Rockefeller Capital Management L.P.179,975$32.23M0.1%+0.6%0.068%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC13,200$2.37M0.0%N/A0.005%
11/14/2024 Financial Counselors Inc.3,612$648K0.0%+17.3%0.001%
11/14/2024 Fiduciary Trust Co5,336$957K0.0%-4.3%0.002%
11/14/2024 Stone House Investment Management LLC153,167$27.46M5.7%+3.8%0.058%
11/14/2024 Bell Investment Advisors Inc78,013$13.99M2.6%-1.9%0.030%
11/14/2024 True Vision MN LLC41,734$7.48M4.4%+5.7%0.016%
11/14/2024 CreativeOne Wealth LLC252,618$45.29M1.5%+43.4%0.096%
11/13/2024 Glenmede Trust Co. NA280,978$50.38M0.2%+9.1%0.106%
11/13/2024 Freedom Investment Management Inc.18,564$3.33M0.3%+35.1%0.007%
11/13/2024 Cynosure Group LLC49,418$8.86M1.3%-6.3%0.019%
11/13/2024 Townsquare Capital LLC141,965$25.45M0.3%+12.2%0.054%
11/13/2024 BNP Paribas Financial Markets4,211$755K0.0%-61.0%0.002%
11/13/2024 Shum Financial Group Inc.29,043$5.29M4.4%N/A0.011%
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11/13/2024 Avestar Capital LLC29,755$5.34M0.5%-5.4%0.011%
11/13/2024 D.A. Davidson & CO.477,920$85.69M0.7%+3.6%0.181%
11/13/2024 FMR LLC15,848,761$2.84B0.2%+7.9%6.006%
11/13/2024 Elios Financial Group Inc.9,973$1.79M0.8%N/A0.004%
11/13/2024 The Manufacturers Life Insurance Company378,695$67.90M0.1%-59.5%0.143%
11/13/2024 Bank of Montreal Can24,777$4.43M0.0%+20.5%0.009%
11/13/2024 Acorn Wealth Advisors LLC13,982$2.51M1.1%-3.3%0.005%
11/13/2024 Associated Banc Corp1,127$202K0.0%N/A0.000%
11/13/2024 Private Trust Co. NA22,877$4.10M0.4%+3.8%0.009%
11/13/2024 Diversified LLC9,310$1.67M0.2%+3.0%0.004%
(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, 1,324 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), Morgan Stanley ($924.61M), BlackRock Inc. ($878.11M), and Ameriprise Financial Inc. ($821.41M).Learn more on QUAL's institutional investors.

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

Of the 1,182 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 ($2.60M).

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

Institutional investors have bought a total of 181,935,129 shares in the last 24 months. This purchase volume represents approximately $24.76B in transactions.

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

Of the 776 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 42,238,409 shares in the last 24 months. This volume of shares sold represents approximately $5.87B in transactions.


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This page (BATS:QUAL) was last updated on 12/22/2024 by MarketBeat.com Staff
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