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
Brandon Smith@Flywheel Private Wealth Llc
Recent Activity
New Position
2.32%
$2.518M
14,140 shares@ 178.08 avg price
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
Increased 5.93%
0.45%
$2.458M
13,802 shares@ 178.08 avg price
Jim R Kennedy@Smart Money Group Llc
Recent Activity
Decreased -0.01%
0.85%
$2.455M
13,786 shares@ 178.09 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Increased 22.45%
1.31%
$2.43M
13,643 shares@ 178.08 avg price
LORRAINE E. HAVERLEY@Peak Financial Advisors Llc
Recent Activity
Increased 1.55%
1.25%
$2.396M
13,452 shares@ 178.09 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Increased 16.31%
0.09%
$2.378M
13,352 shares@ 178.09 avg price
Patrick Gall@Retirement Wealth Solutions Llc
Recent Activity
New Position
1.98%
$2.342M
13,279 shares@ 176.36 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -46.43%
0.64%
$2.332M
13,093 shares@ 178.09 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Increased 8.38%
0.08%
$2.2M
12,353 shares@ 178.08 avg price
Pablo Brezman@Bigsur Wealth Management Llc
Recent Activity
0.62%
$2.137M
12,000 shares@ 178.08 avg price