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
Carolyn Ham@Lionsbridge Wealth Management Llc
Recent Activity
Decreased -6.45%
1.7%
$2.016M
11,322 shares@ 178.09 avg price
Joseph Wallace@Wallace Advisory Group, Llc
Recent Activity
Decreased -2.96%
1.4%
$2.016M
11,242 shares@ 179.31 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Decreased -28.09%
0.85%
$1.982M
11,053 shares@ 179.3 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Decreased -1.51%
0.7%
$1.863M
10,460 shares@ 178.09 avg price
Stefan Pellish@Sightline Wealth Advisors, Llc
Recent Activity
Decreased -9.41%
0.79%
$1.461M
8,205 shares@ 178.08 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -0.17%
0.08%
$1.453M
8,161 shares@ 178.07 avg price
JULIET CRANK@First Financial Bank - Trust Division
Recent Activity
Decreased -1.26%
0.13%
$1.377M
7,732 shares@ 178.08 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
Decreased -80.82%
0.94%
$1.321M
7,417 shares@ 178.07 avg price
Ashleigh C. Swayze@Bernardo Wealth Planning Llc
Recent Activity
Decreased -0.69%
0.27%
$1.103M
6,252 shares@ 176.36 avg price
Andrew Snider@Maiden Cove Capital, Llc
Recent Activity
Decreased -1.75%
2%
$1.106M
6,213 shares@ 178.09 avg price