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
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Increased 2.51%
1.46%
$9.549M
53,621 shares@ 178.09 avg price
Timothy Monaco@Mra Advisory Group
Recent Activity
Increased 1.74%
4.22%
$7.957M
44,683 shares@ 178.09 avg price
Katie Brown@Ade, Llc
Recent Activity
Increased 9.29%
3.72%
$6.05M
33,973 shares@ 178.09 avg price
Herbert Pontzer@Client 1st Advisory Group, Llc
Recent Activity
Increased 37.19%
2.26%
$5.865M
32,937 shares@ 178.09 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 6.8%
0.32%
$5.776M
32,752 shares@ 176.35 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 48.85%
0.28%
$5.443M
30,565 shares@ 178.09 avg price
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
Increased 8.97%
1.18%
$5.3M
29,761 shares@ 178.09 avg price
Donald E. Hodson@Financial Enhancement Group Llc
Recent Activity
Increased 153.63%
0.73%
$4.752M
26,902 shares@ 176.66 avg price
Michael DeRosa@My Legacy Advisors, Llc
Recent Activity
Increased 0.97%
1.75%
$4.487M
25,007 shares@ 179.45 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 4.5%
0.26%
$4.248M
23,855 shares@ 178.08 avg price