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
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
0.3%
$4.948M
27,786 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
Teresa Douberly@Ridgeline Wealth, Llc
Recent Activity
New Position
3.87%
$4.743M
26,634 shares@ 178.09 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
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
3.94%
$4.138M
23,234 shares@ 178.08 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 23.37%
0.4%
$4.095M
22,996 shares@ 178.08 avg price
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Decreased -3.96%
0.82%
$4.076M
22,886 shares@ 178.09 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Decreased -27.12%
0.47%
$4.068M
22,843 shares@ 178.09 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 91%
0.09%
$4.06M
22,797 shares@ 178.08 avg price