QUAL

Ishares Msci Usa Quality Fac

Latest period2026 - Q2Total superinvestors183

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 183 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

SuperinvestorPortfolio %Reported Value
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Increased 2%
13.98%
$736.892M
3.358M shares@ 219.44 avg price
Kate P. Juelfs@Foster Group, Inc.
Recent Activity
Increased 2.09%
4.47%
$168.063M
765,906 shares@ 219.44 avg price
John Howard@Howard Financial Services, Ltd.
Recent Activity
Increased 2.13%
11.26%
$112.69M
513,557 shares@ 219.43 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 1.16%
3.64%
$89.378M
465,970 shares@ 191.81 avg price
Beth Zilka@Baron Wealth Management Llc
Recent Activity
Increased 0.4%
16.04%
$61.844M
281,840 shares@ 219.44 avg price
Adam Colby@Wealth Group Ltd
Recent Activity
Increased 3.01%
9.07%
$47.377M
215,910 shares@ 219.43 avg price
James S. Lineweaver@Lineweaver Wealth Advisors, Llc
Recent Activity
Increased 2.31%
4.09%
$34.507M
157,256 shares@ 219.43 avg price
Donna Blamberg@Heck Capital Advisors, Llc
Recent Activity
Decreased -5.9%
1.82%
$30.375M
138,429 shares@ 219.43 avg price
Simon Liu@Rvw Wealth, Llc
Recent Activity
Increased 0.32%
1.91%
$28.944M
131,903 shares@ 219.44 avg price
Amar Shah@Client First Capital Llc
Recent Activity
Increased 0.01%
10.78%
$27.058M
123,309 shares@ 219.43 avg price

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