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
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -0.52%
0.04%
$337,132
1,893 shares@ 178.1 avg price
Patricia Hall@Beacon Wealthcare Llc
Recent Activity
Decreased -0.87%
0.12%
$281,544
1,581 shares@ 178.08 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Decreased -0.87%
0.07%
$280,857
1,577 shares@ 178.1 avg price
Patrick Hayes@Wealthquest Corp
Recent Activity
Decreased -23.48%
0.03%
$277,330
1,557 shares@ 178.12 avg price
Ryan Noble@Prosperity Planning, Inc.
Recent Activity
Decreased -2.08%
0.09%
$268,188
1,506 shares@ 178.08 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -95.69%
0.03%
$262,724
1,475 shares@ 178.12 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -3.9%
0.03%
$249,481
1,401 shares@ 178.08 avg price
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
Decreased -2.01%
0.03%
$225,699
1,267 shares@ 178.14 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Decreased -0.56%
0.04%
$220,285
1,237 shares@ 178.09 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Decreased -46.11%
0.03%
$204,853
1,150 shares@ 178.14 avg price