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iShares MSCI USA Quality Factor ETF (QUAL) Institutional Ownership

iShares MSCI USA Quality Factor ETF logo
$182.67 +6.03 (+3.41%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$182.98 +0.31 (+0.17%)
As of 02/21/2025 06:22 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1058
Total
Institutional Inflows
(last 12 months)
$7.20B
Number of
Institutional Sellers
(last 12 months)
623
Total
Institutional Outflows
(last 12 months)
$2.85B
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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
2/22/2025 American Trust7,931$1.41M0.1%-57.9%0.003%
2/21/2025Ascent Group LLC88,446$15.75M1.2%+1.1%0.034%
2/21/2025Vermillion Wealth Management Inc.415$74K0.0%N/A0.000%
2/19/2025 ARQ Wealth Advisors LLC57,391$10.22M3.9%-44.4%0.022%
2/19/2025 Formidable Asset Management LLC40,311$7.18M1.2%+15.7%0.015%
2/19/2025 Invst LLC143,443$25.54M3.1%+5.0%0.054%
2/19/2025 Retirement Planning Group LLC NY8,705$1.55M1.7%N/A0.003%
2/19/2025 WCG Wealth Advisors LLC68,989$12.29M0.8%+4.5%0.026%
2/18/2025 Western Wealth Management LLC18,876$3.36M1.0%-60.3%0.007%
2/18/2025 Strait & Sound Wealth Management LLC2,410$429K0.2%+8.1%0.001%
2/18/2025 Sunbelt Securities Inc.8,192$1.46M0.1%-2.5%0.003%
2/18/2025 Fourth Dimension Wealth LLC1,950$347K0.2%N/A0.001%
2/18/2025 Vise Technologies Inc.19,956$3.55M0.3%+582.3%0.008%
2/18/2025 Pettinga Financial Advisors LLC167,446$29.82M6.7%-0.5%0.063%
2/18/2025 Retirement Planning Group LLC8,694$1.55M0.1%-0.8%0.003%
2/18/2025 Connecticut Wealth Management LLC1,600,480$285.01M13.5%+1.7%0.606%
2/18/2025 JT Stratford LLC6,595$1.17M0.2%-19.9%0.002%
2/18/2025 Mosaic Family Wealth Partners LLC5,918$1.05M0.2%+6.8%0.002%
2/18/2025 49 Wealth Management LLC305,498$54.40M7.8%+25.2%0.116%
2/18/2025 JDM Financial Group LLC2,870$511K0.3%+197.7%0.001%
2/18/2025 Novem Group13,142$2.34M0.3%N/A0.005%
2/18/2025 10Elms LLP18,617$3.32M3.4%N/A0.007%
2/18/2025 Focus Partners Advisor Solutions LLC8,966$1.60M0.0%+45.2%0.003%
2/18/2025 First Heartland Consultants Inc.21,336$3.80M0.4%+88.9%0.008%
2/18/2025 Glen Eagle Advisors LLC6,850$1.22M0.2%+14.5%0.003%
2/18/2025 Talisman Wealth Advisors LLC8,104$1.44M1.5%-18.7%0.003%
2/18/2025 Lantern Wealth Advisors LLC6,120$1.09M0.7%+35.9%0.002%
2/17/2025 Vista Investment Management32,428$5.78M2.2%+0.3%0.012%
2/17/2025 Waverly Advisors LLC73,554$13.10M0.2%+22.9%0.028%
2/17/2025 Willis Johnson & Associates Inc.2,577$459K0.0%-12.4%0.001%
2/17/2025 Windsor Advisory Group LLC971$173K0.2%N/A0.000%
2/17/2025 Vermillion & White Wealth Management Group LLC14,979$2.67M2.0%-53.1%0.006%
2/17/2025 Vident Advisory LLC36,795$6.55M0.1%-6.3%0.014%
2/17/2025 Squarepoint Ops LLC2,705$482K0.0%-51.0%0.001%
2/17/2025 Two Sigma Investments LP582,700$103.77M0.2%+40.4%0.221%
2/17/2025 Trace Wealth Advisors LLC4,434$790K0.7%N/A0.002%
2/17/2025 Stonebrook Private Inc.118,866$21.17M5.5%+0.3%0.045%
2/17/2025 Scissortail Wealth Management LLC75,132$13.38M3.4%+8,823.0%0.028%
2/17/2025 Sentinus LLC65,615$11.69M3.4%+5,508.1%0.025%
2/17/2025 Snowden Capital Advisors LLC78,816$14.04M0.4%-7.2%0.030%
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2/17/2025 Royal Bank of Canada1,728,883$307.88M0.1%+1.3%0.655%
2/17/2025 Redwood Investment Management LLC15,679$2.79M0.3%+4.9%0.006%
2/17/2025 Quadcap Wealth Management LLC1,827$325K0.0%-22.6%0.001%
2/17/2025 Quantinno Capital Management LP8,086$1.44M0.0%+2.3%0.003%
2/17/2025 Nuveen Asset Management LLC69,162$12.32M0.0%-2.5%0.026%
2/17/2025 NorthRock Partners LLC9,469$1.69M0.1%+221.0%0.004%
2/17/2025 Northeast Financial Consultants Inc47,102$8.39M0.4%+2.5%0.018%
2/17/2025 Obermeyer Wealth Partners527,450$93.93M4.9%-7.8%0.200%
2/17/2025 Morse Asset Management Inc241$43K0.0%N/A0.000%
2/17/2025 Millennium Management LLC2,966$528K0.0%-76.1%0.001%
2/17/2025 MJP Associates Inc. ADV2,997$534K0.1%+38.8%0.001%
2/17/2025 LifePlan Investment Advisors Inc.12,812$2.28M1.4%+9.0%0.005%
2/17/2025 Investor s Fiduciary Advisor Network LLC29,694$5.29M2.0%N/A0.011%
2/17/2025Jefferies Financial Group Inc.100,541$17.90M0.1%+24.2%0.038%
2/17/2025 Guardian Wealth Advisors LLC NC35,226$6.27M0.5%+440,225.0%0.013%
2/17/2025 Gen Wealth Partners Inc35,456$6.31M2.7%+3.8%0.013%
2/17/2025 Focus Partners Wealth603,124$107.49M0.3%+2,182.1%0.229%
2/17/2025 Ethic Inc.1,281$228K0.0%N/A0.000%
2/17/2025 Fiduciary Trust Co5,448$970K0.0%+2.1%0.002%
2/17/2025 First Manhattan CO. LLC.5,984$1.07M0.0%+22.8%0.002%
2/17/2025 Family Management Corp172,835$30.78M4.9%+1.6%0.065%
2/17/2025 Fullcircle Wealth LLC15,898$2.95M1.2%+11.1%0.006%
2/17/2025 Clark Capital Management Group Inc.1,401$249K0.0%-11.3%0.001%
2/17/2025 Deutsche Bank AG45,072$8.03M0.0%+132.3%0.017%
2/17/2025 Dunhill Financial LLC236$42K0.0%+148.4%0.000%
2/17/2025 Element Pointe Advisors LLC83,921$14.95M3.5%+0.2%0.032%
2/17/2025 EP Wealth Advisors LLC26,295$4.68M0.0%+79.1%0.010%
2/17/2025 CoreCap Advisors LLC36,669$6.53M0.3%-8.0%0.014%
2/17/2025 Cresset Asset Management LLC517,115$92.09M0.4%-7.0%0.196%
2/17/2025 Capital Advantage Inc.27,694$4.93M0.9%+12.7%0.010%
2/17/2025 Cetera Investment Advisers2,013,466$358.56M0.7%+2.1%0.763%
2/17/2025 BOKF NA443$78K0.0%-43.4%0.000%
2/17/2025 Bulltick Wealth Management LLC13,200$2.35M0.5%+33.8%0.005%
2/17/2025 Cahill Financial Advisors Inc.100,406$17.88M2.4%+4.4%0.038%
2/17/2025 Captrust Financial Advisors406,894$72.46M0.2%+0.3%0.154%
2/17/2025 Cary Street Partners Financial LLC2,468$440K0.0%N/A0.001%
2/17/2025 Baird Financial Group Inc.293,241$52.22M0.1%-3.7%0.111%
2/17/2025 Baker Avenue Asset Management LP432,354$76.99M2.4%-6.7%0.164%
2/17/2025 Beverly Hills Private Wealth LLC2,688$479K0.1%-9.3%0.001%
2/17/2025 Bank of America Corp DE7,721,037$1.37B0.1%+1.5%2.926%
2/17/2025 Benjamin Edwards Inc.15,079$2.69M0.0%+1.4%0.006%
2/17/2025 Ameriprise Financial Inc.4,818,913$857.88M0.2%+1.2%1.826%
2/17/2025 Alteri Wealth LLC9,339$1.66M0.5%N/A0.004%
2/17/2025 Ancora Advisors LLC6,151$1.10M0.0%+3.2%0.002%
2/17/2025 Aptus Capital Advisors LLC165,602$29.49M0.3%+43.7%0.063%
2/17/2025 Apex Wealth Management LLC14,593$2.60M2.2%N/A0.006%
2/17/2025 Accredited Wealth Management LLC1,180$210K0.2%N/A0.000%
2/17/2025 Advocacy Wealth Management Services LLC367,169$65.39M5.0%+5.3%0.139%
2/17/2025 360 Financial Inc.65,637$11.69M4.2%+60.4%0.025%
2/17/2025 Adapt Wealth Advisors LLC50,347$8.97M4.4%+61.4%0.019%
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Elon Musk's DOGE agenda just took a very surprising turn... Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers. The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail.

Everything you need to know is right here.
2/14/2025 Gallagher Fiduciary Advisors LLC3,986$710K0.1%+24.2%0.002%
2/14/2025 Blue Rock Wealth Management LLC48,138$8.57M9.0%N/A0.018%
2/14/2025 ArborFi Advisors LLC1,241$221K0.2%N/A0.000%
2/14/2025 Mercer Global Advisors Inc. ADV1,341,256$238.85M0.6%-26.0%0.508%
2/14/2025 Keel Point LLC9,385$1.67M0.1%+3.1%0.004%
2/14/2025 FAS Wealth Partners Inc.383$68K0.0%+51.4%0.000%
2/14/2025 LGT Financial Advisors LLC5,457$972K2.2%+31.7%0.002%
2/14/2025 Jane Street Group LLC6,962$1.24M0.0%-58.8%0.003%
2/14/2025 Caisse DE Depot ET Placement DU Quebec1,962,000$349.39M0.7%N/A0.743%
2/14/2025 Wise Wealth Partners16,196$2.88M7.1%N/A0.006%
(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, 1,511 institutional investors and hedge funds held shares of iShares MSCI USA Quality Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.19B), LPL Financial LLC ($3.00B), FMR LLC ($2.87B), Bank of America Corp DE ($1.37B), PNC Financial Services Group Inc. ($1.37B), JPMorgan Chase & Co. ($1.17B), and Wells Fargo & Company MN ($952.63M).Learn more on QUAL's institutional investors.

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

Of the 1,356 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. ($31.70M), LPL Financial LLC ($8.05M), PNC Financial Services Group Inc. ($6.48M), CWM LLC ($3.58M), Envestnet Portfolio Solutions Inc. ($3.12M), and Park Avenue Securities LLC ($2.73M).

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

Institutional investors have bought a total of 192,149,722 shares in the last 24 months. This purchase volume represents approximately $27.02B in transactions.

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

Of the 843 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. ($8.48M), Osaic Holdings Inc. ($1.78M), Mercer Global Advisors Inc. ADV ($1.76M), PNC Financial Services Group Inc. ($1.66M), CWM LLC ($1.46M), Horizon Investments LLC ($1.36M), and Blue Trust Inc. ($1.07M).

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

Institutional investors have sold a total of 42,800,305 shares in the last 24 months. This volume of shares sold represents approximately $6.36B in transactions.


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This page (BATS:QUAL) was last updated on 2/22/2025 by MarketBeat.com Staff
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