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Public ownership evidence

iShares MSCI USA Quality Factor ETF (QUAL) Ownership Disclosures

Read QUAL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29151$33,134None
Cornerstone Financial Management LLC2026-03-312026-08-29151$28,963None
Cornerstone Financial Management LLC2025-12-312026-08-29151$29,992None
Provida Pension Fund Administrator2026-03-312026-08-29134,848$25,865,195None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29115,744$19,779,520None
Corient Private Wealth LP2026-06-302026-08-28319,300$70,064,166None
Redwood Investment Management, LLC2024-12-312026-08-2815,679$2,792,000None
Redwood Investment Management, LLC2025-03-312026-08-2816,519$2,823,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28584$128,151None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28607$116,405None
AFFINITY WEALTH LLC2025-06-302026-08-2726$4,753None
AFFINITY WEALTH LLC2025-03-312026-08-2726$4,443None
AFFINITY WEALTH LLC2024-12-312026-08-2726$4,630None
Legacy Edge Advisors, LLC2025-09-302026-08-27111,597$21,705,570None
HORAN Wealth, LLC2026-06-302026-08-2711,556$2,535,837None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2719,468$3,734,157None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2718,472$3,668,909None
Dakota Wealth Management2025-09-302026-08-2716,300$3,170,350None
Dakota Wealth Management2025-12-312026-08-2716,666$3,310,258None
Dakota Wealth Management2026-03-312026-08-2716,643$3,192,307None
Redwood Investment Management, LLC2025-06-302026-08-2721,021$3,843,000None
Redwood Investment Management, LLC2025-09-302026-08-2724,251$4,717,000None
Redwood Investment Management, LLC2025-12-312026-08-2722,135$4,396,000None
Advus Financial Partners, LLC2026-06-302026-08-2684,615$18,567,037None
Advus Financial Partners, LLC2026-03-312026-08-2689,730$17,211,189None
Advus Financial Partners, LLC2025-12-312026-08-26105,782$21,010,497None
Advus Financial Partners, LLC2025-09-302026-08-26104,256$20,277,698None
Advus Financial Partners, LLC2025-06-302026-08-26102,681$18,772,188None
Advus Financial Partners, LLC2025-03-312026-08-2698,718$16,870,000None
Advus Financial Partners, LLC2024-12-312026-08-2694,919$16,903,109None
Advus Financial Partners, LLC2024-09-302026-08-2688,769$15,916,265None
Advus Financial Partners, LLC2024-06-302026-08-2689,346$15,256,641None
Advus Financial Partners, LLC2024-03-312026-08-2691,976$15,116,298None
Advus Financial Partners, LLC2023-12-312026-08-2690,567$13,326,011None
Advus Financial Partners, LLC2023-09-302026-08-2685,388$11,253,285None
Advus Financial Partners, LLC2023-06-302026-08-2636,954$4,983,986None
Advus Financial Partners, LLC2023-03-312026-08-2613,302$1,650,313None
Advus Financial Partners, LLC2022-12-312026-08-2650,355$5,738,492None
Advus Financial Partners, LLC2022-09-302026-08-2670,060$7,282,001None
Advus Financial Partners, LLC2022-06-302026-08-2690,634$10,126,494None
Advus Financial Partners, LLC2022-03-312026-08-26121,173$16,313,476None
Advus Financial Partners, LLC2021-09-302026-08-26121,643$17,706,335None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2660,122$11,941,363None
Financial Insights, Inc.2026-06-302026-08-266,792$1,490,264None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-26106,768$23,428,066None
Bernard Wealth Management Corp.2026-06-302026-08-2221$4,710None
Kings Path Partners LLC2026-03-312026-08-22147$28,196None
Forefront Wealth Partners, LLC2026-06-302026-08-212,481$544,519None
Layline Advisors, LLC2026-06-302026-08-211,022$224,216None
Rehmann Capital Advisory Group2026-06-302026-08-211,644$360,742None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.