QUAL

Ishares Msci Usa Quality Fac

Latest period2024 - Q4Total superinvestors516

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 516 superinvestors own shares of Ishares Msci Usa Quality Fac (QUAL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Msci Usa Quality Fac (QUAL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Msci Usa Quality Fac (QUAL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Msci Usa Quality Fac (QUAL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 7.51%
4.02%
$390.017M
2.19M shares@ 178.09 avg price
Yinka Akinsola@Blue Trust, Inc.
Recent Activity
Decreased -5.72%
3.97%
$336.635M
1.877M shares@ 179.31 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 3.27%
0.73%
$262.025M
1.471M shares@ 178.09 avg price
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Increased 3.73%
5.97%
$228.446M
1.283M shares@ 178.09 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Decreased -1.69%
4.42%
$217.949M
1.224M shares@ 178.09 avg price
Justin W. Buller@Empirical Financial Services, Llc D.b.a. Empirical Wealth Management
Recent Activity
Increased 13.8%
4.63%
$170.663M
958,349 shares@ 178.09 avg price
Marc J. Pugsley@Foundations Investment Advisors, Llc
Recent Activity
Increased 4.94%
2.39%
$123.399M
692,942 shares@ 178.08 avg price
Kate P. Juelfs@Foster Group, Inc.
Recent Activity
Increased 2.28%
4.47%
$117.047M
657,271 shares@ 178.09 avg price
Kevin B. Crawford@Jb Capital Llc
Recent Activity
Increased 3.06%
6.16%
$109.973M
617,549 shares@ 178.09 avg price
Aryn Sands@Strategic Financial Concepts, Llc
Recent Activity
Increased 18801.74%
0.12%
$606,124
522,633 shares@ 1.16 avg price

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