QUAL

Ishares Msci Usa Quality Fac

Latest period2024 - Q4Total superinvestors234

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, 234 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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Mark Buchanan@Ern Financial, Llc
Recent Activity
Decreased -2.81%
1.68%
$11.181M
62,787 shares@ 178.09 avg price
Carrie King@Ullmann Wealth Partners Group, Llc
Recent Activity
Decreased -3.7%
1.36%
$10.512M
59,027 shares@ 178.08 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -3.25%
0.29%
$10.3M
57,838 shares@ 178.09 avg price
Amanda M. Sylvia@Stonehearth Capital Management, Llc
Recent Activity
Decreased -0.45%
3.89%
$9.689M
54,408 shares@ 178.08 avg price
CHARLES COOPER@Strongbox Wealth, Llc
Recent Activity
Decreased -1.08%
4.06%
$9.583M
53,813 shares@ 178.09 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -6.1%
0.26%
$8.374M
47,024 shares@ 178.08 avg price
Shannon Streich@Hoese & Co Llp
Recent Activity
Decreased -0.93%
7.11%
$8.183M
45,954 shares@ 178.08 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -3.61%
0.24%
$8.157M
45,450 shares@ 179.48 avg price
Stephanie West@Org Partners Llc
Recent Activity
Decreased -1.48%
1.05%
$7.709M
43,284 shares@ 178.11 avg price
Cassandra Kirby@Braun-bostich & Associates Inc.
Recent Activity
Decreased -0.62%
4.6%
$6.378M
35,813 shares@ 178.08 avg price