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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$186.63 +9.99 (+5.66%)
As of 03:00 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)
1219
Total
Institutional Inflows
(last 12 months)
$12.13B
Number of
Institutional Sellers
(last 12 months)
776
Total
Institutional Outflows
(last 12 months)
$4.39B
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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
8/20/2025Forefront Wealth Partners LLC1,725$308K0.2%+12.9%0.001%
8/20/2025 Coppell Advisory Solutions LLC1,373$249K0.0%N/A0.000%
8/19/2025 B. Riley Wealth Advisors Inc.28,482$5.21M0.2%N/A0.010%
8/19/2025 Newbridge Financial Services Group Inc.2,055$376K0.1%+542.2%0.001%
8/19/2025 Cape Investment Advisory Inc.2,517$460K0.2%+2.3%0.001%
8/19/2025 Advisory Services Network LLC48,821$8.99M0.1%+2.3%0.017%
8/19/2025 Delos Wealth Advisors LLC21,425$3.92M3.1%-10.5%0.007%
8/19/2025 Asset Dedication LLC2,442$446K0.0%+3.7%0.001%
8/19/2025 Element Pointe Advisors LLC84,942$15.53M3.8%+3.2%0.029%
8/18/2025 Tyler Stone Wealth Management28,294$5.17M0.8%+8.0%0.010%
8/18/2025 Geneos Wealth Management Inc.21,503$3.93M0.1%+11.9%0.007%
8/18/2025 Kestra Investment Management LLC782,445$143.05M4.3%-0.8%0.270%
8/16/2025 Evergreen Capital Management LLC8,701$1.59M0.0%+7.9%0.003%
8/16/2025 Headlands Technologies LLC407$74K0.0%-68.9%0.000%
8/15/2025 High Falls Advisors Inc161,963$29.61M6.6%-0.8%0.056%
8/15/2025 Tower Research Capital LLC TRC 8,363$1.53M0.0%-87.1%0.003%
8/15/2025 First Heartland Consultants Inc.18,671$3.41M0.3%+51.6%0.006%
8/15/2025 Blue Edge Capital LLC52,997$9.69M1.4%-5.2%0.018%
8/15/2025 Semmax Financial Advisors Inc.8,686$1.61M0.4%+10.5%0.003%
8/15/2025 Brown Financial Advisors21,653$3.96M1.5%-2.4%0.007%
8/15/2025 Corient Private Wealth LLC642,368$117.44M0.2%-0.2%0.222%
8/15/2025 Equitable Holdings Inc.476,950$87.20M0.7%+7.2%0.164%
8/15/2025 Florida Financial Advisors LLC2,943$538K0.2%+18.9%0.001%
8/15/2025 Northeast Financial Consultants Inc49,721$9.09M0.4%-0.6%0.017%
8/15/2025 Captrust Financial Advisors409,396$74.85M0.2%-4.4%0.141%
8/15/2025 Lantern Wealth Advisors LLC7,754$1.42M0.8%N/A0.003%
8/15/2025 Vident Advisory LLC41,987$7.68M0.1%+7.3%0.014%
8/15/2025 Visionary Wealth Advisors6,020$1.10M0.1%-5.3%0.002%
8/15/2025 Talisman Wealth Advisors LLC9,435$1.73M1.5%+6.5%0.003%
8/15/2025 Seneschal Advisors LLC6,036$1.10M0.9%+5.4%0.002%
8/15/2025 Smartleaf Asset Management LLC24,332$4.42M0.4%+44.5%0.008%
8/15/2025 Snowden Capital Advisors LLC84,818$15.51M0.5%-3.7%0.029%
8/15/2025 Redwood Investment Management LLC21,021$3.84M0.4%+27.3%0.007%
8/15/2025 Orion Porfolio Solutions LLC542,767$99.23M0.7%+298.3%0.187%
8/15/2025 MML Investors Services LLC3,454,291$631.51M1.8%+1.3%1.191%
8/15/2025 Monograph Wealth Advisors LLC2,570$470K0.1%-65.8%0.001%
8/15/2025 Modern Wealth Management LLC309,879$56.65M1.4%+2.4%0.107%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.153,118$27.99M4.8%+2.2%0.053%
8/15/2025 Houlihan Financial Resource Group Ltd.11,535$2.12M0.9%N/A0.004%
8/15/2025 IHT Wealth Management LLC251,968$46.07M1.3%+19.7%0.087%
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8/15/2025 Great Valley Advisor Group Inc.7,028$1.29M0.0%-13.6%0.002%
8/15/2025 Gallagher Fiduciary Advisors LLC2,481,960$453.75M0.6%+13,080.9%0.856%
8/15/2025 EP Wealth Advisors LLC22,177$4.05M0.0%+18.6%0.008%
8/15/2025 Envision Financial Planning LLC1,844$337K0.2%N/A0.001%
8/15/2025 Curi Capital LLC2,664$487K0.0%+39.9%0.001%
8/15/2025 Benjamin Edwards Inc.19,360$3.54M0.0%+2.3%0.007%
8/15/2025 BNP Paribas Financial Markets1,909$349K0.0%-99.9%0.001%
8/15/2025 BTG Pactual Asset Management US LLC492$90K0.0%+24.9%0.000%
8/15/2025 Bank of America Corp DE7,468,551$1.37B0.1%-0.1%2.576%
8/15/2025 AQR Capital Management LLC30,549$5.59M0.0%+55.2%0.011%
8/15/2025 Ameriprise Financial Inc.4,974,152$909.35M0.2%-3.3%1.716%
8/14/2025 Connecticut Wealth Management LLC1,060,764$193.93M9.2%-3.6%0.366%
8/14/2025 Florida Financial Advisors LLC3,246$595K0.4%+31.2%0.001%
8/14/2025 Jane Street Group LLC2,751$503K0.0%-95.5%0.001%
8/14/2025 Ausdal Financial Partners Inc.19,256$3.52M0.2%+33.8%0.007%
8/14/2025 Vista Investment Management32,792$6.00M2.2%+0.9%0.011%
8/14/2025 Raymond James Financial Inc.1,978,421$361.70M0.1%+0.5%0.682%
8/14/2025 Darwin Wealth Management LLC285$52K0.0%N/A0.000%
8/14/2025 Karpus Management Inc.2,285$418K0.0%-5.8%0.001%
8/14/2025 AllSquare Wealth Management LLC501$92K0.1%-9.9%0.000%
8/14/2025 Quantinno Capital Management LP31,601$5.78M0.0%+155.3%0.011%
8/14/2025 Diversify Wealth Management LLC113,242$21.20M1.3%+1.2%0.039%
8/14/2025 Diversify Advisory Services LLC22,535$4.22M0.2%-26.9%0.008%
8/14/2025 Alliancebernstein L.P.249,950$45.70M0.0%+19.6%0.086%
8/14/2025 HUB Investment Partners LLC77,190$14.11M0.5%+3.6%0.027%
8/14/2025 Main Street Financial Solutions LLC6,330$1.16M0.1%N/A0.002%
8/14/2025 FWL Investment Management LLC1,295$237K0.1%-17.6%0.000%
8/14/2025 Glenview Trust co5,508$1.01M0.0%-1.8%0.002%
8/14/2025 Squarepoint Ops LLC4,750$868K0.0%+25.2%0.002%
8/14/2025 Becker Capital Management Inc.2,257$413K0.0%+73.0%0.001%
8/14/2025 NewEdge Advisors LLC1,175,664$214.94M1.1%+4.2%0.405%
8/14/2025 Qube Research & Technologies Ltd5,500$1.01M0.0%+1,203.3%0.002%
8/14/2025 Certuity LLC1,470$269K0.0%N/A0.001%
8/14/2025 CoreFirst Bank & Trust182$33K0.0%N/A0.000%
8/14/2025 Sentinus LLC89,655$16.39M4.0%+4.9%0.031%
8/14/2025 Acorn Wealth Advisors LLC13,755$2.52M0.9%-4.7%0.005%
8/14/2025 Gerber Kawasaki Wealth & Investment Management1,437$263K0.0%-30.4%0.000%
8/14/2025 SVB Wealth LLC73,952$13.52M0.7%-26.1%0.026%
8/14/2025 Transce3nd LLC6,698$1.23M0.5%-18.6%0.002%
8/14/2025 Vertex Planning Partners LLC28,254$5.17M1.1%+14.6%0.010%
8/14/2025 Bank of Nova Scotia68,745$12.57M0.0%-2.4%0.024%
8/14/2025 Baker Avenue Asset Management LP416,648$76.17M2.2%+0.2%0.144%
8/14/2025 Balance Wealth LLC14,851$2.72M1.6%-16.6%0.005%
8/14/2025 BlackDiamond Wealth Management LLC15,374$2.82M1.6%+0.8%0.005%
8/14/2025 Cary Street Partners Financial LLC2,377$435K0.0%-5.2%0.001%
8/14/2025 Cerity Partners LLC3,755,880$686.91M1.2%+39.6%1.295%
8/13/2025 Per Stirling Capital Management LLC.43,028$7.87M1.0%+19.0%0.015%
8/13/2025 Cary Street Partners Investment Advisory LLC3,730$682K0.3%+3.9%0.001%
8/13/2025 Victory Financial Group LLC2,346$429K0.1%-4.8%0.001%
8/13/2025 Quantum Portfolio Management LLC3,114$569K0.3%-33.4%0.001%
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8/13/2025 Shepherd Financial Partners LLC206,335$37.72M4.0%-4.2%0.071%
8/13/2025 Avestar Capital LLC26,698$4.88M0.3%-2.2%0.009%
8/13/2025 StoneX Group Inc.7,236$1.32M0.1%-29.5%0.002%
8/13/2025 Flow Traders U.S. LLC1,299$237K0.0%-98.0%0.000%
8/13/2025 SageView Advisory Group LLC28,061$5.24M0.2%-4.1%0.010%
8/13/2025 Cresset Asset Management LLC470,283$85.98M0.4%-9.3%0.162%
8/13/2025 Gateway Wealth Partners LLC29,967$5.48M1.0%+19.3%0.010%
8/13/2025 Brown Advisory Inc.50,455$9.22M0.0%+1.8%0.017%
8/13/2025 SCS Capital Management LLC1,546,793$283.09M3.1%+27.6%0.533%
8/13/2025 M Holdings Securities Inc.14,548$2.65M0.5%N/A0.005%
(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, 1,642 institutional investors and hedge funds held shares of iShares MSCI USA Quality Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.94B), LPL Financial LLC ($3.11B), FMR LLC ($2.87B), Bank of America Corp DE ($1.37B), PNC Financial Services Group Inc. ($1.29B), JPMorgan Chase & Co. ($1.28B), 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 1,471 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 ($7.46M), Envestnet Asset Management Inc. ($5.68M), LPL Financial LLC ($5.14M), Envestnet Portfolio Solutions Inc. ($3.12M), BNP Paribas Financial Markets ($2.71M), Orgel Wealth Management LLC ($2.59M), and Gallagher Fiduciary Advisors LLC ($2.46M).

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

Institutional investors have bought a total of 68,730,921 shares in the last 24 months. This purchase volume represents approximately $12.13B in transactions.

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

Of the 776 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: BNP Paribas Financial Markets ($2.71M), Horizon Investments LLC ($2.44M), Bank of New York Mellon Corp ($1.24M), PNC Financial Services Group Inc. ($1.01M), Envestnet Portfolio Solutions Inc. ($820.89K), Keybank National Association OH ($789.40K), and M&T Bank Corp ($734.55K).

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

Institutional investors have sold a total of 24,712,357 shares in the last 24 months. This volume of shares sold represents approximately $4.39B in transactions.


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This page (BATS:QUAL) was last updated on 8/21/2025 by MarketBeat.com Staff
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