13F

QUAL ISHARES MSCI USA QUALITY FAC

2026Q1 · CUSIP 46432F339

🟡 Cooling · Breadth rolling over
Holders
1,632
Δ holders QoQ
+15
Breadth percentile
Top 21%
Whale holders
151
Δ whales
-3
Inst. holding value
$39.2B
New positions
128
Closed positions
113
Price momentum (1Q)
Put / Call
3/3

Breadth history (34 quarters)

2018Q1: Δ+29 · h=207 2018Q2: Δ+12 · h=219 2018Q3: Δ+28 · h=247 2018Q4: Δ+61 · h=308 2019Q1: Δ+30 · h=338 2019Q2: Δ+7 · h=345 2019Q3: Δ+36 · h=381 2019Q4: Δ+148 · h=529 2020Q1: Δ+6 · h=535 2020Q2: Δ+19 · h=554 2020Q3: Δ+3 · h=557 2020Q4: Δ+140 · h=697 2021Q1: Δ-22 · h=675 2021Q2: Δ+31 · h=706 2021Q3: Δ+45 · h=751 2021Q4: Δ+101 · h=852 2022Q1: Δ-7 · h=845 2022Q2: Δ-20 · h=825 2022Q3: Δ-29 · h=796 2022Q4: Δ+14 · h=810 2023Q1: Δ+101 · h=911 2023Q2: Δ+88 · h=999 2023Q3: Δ+41 · h=1040 2023Q4: Δ+119 · h=1159 2024Q1: Δ+80 · h=1239 2024Q2: Δ+46 · h=1285 2024Q3: Δ+71 · h=1356 2024Q4: Δ+125 · h=1481 2025Q1: Δ-20 · h=1461 2025Q2: Δ+34 · h=1495 2025Q3: Δ+14 · h=1509 2025Q4: Δ+108 · h=1617 2026Q1: Δ+15 · h=1632 2018Q1: holders=207 2018Q2: holders=219 2018Q3: holders=247 2018Q4: holders=308 2019Q1: holders=338 2019Q2: holders=345 2019Q3: holders=381 2019Q4: holders=529 2020Q1: holders=535 2020Q2: holders=554 2020Q3: holders=557 2020Q4: holders=697 2021Q1: holders=675 2021Q2: holders=706 2021Q3: holders=751 2021Q4: holders=852 2022Q1: holders=845 2022Q2: holders=825 2022Q3: holders=796 2022Q4: holders=810 2023Q1: holders=911 2023Q2: holders=999 2023Q3: holders=1040 2023Q4: holders=1159 2024Q1: holders=1239 2024Q2: holders=1285 2024Q3: holders=1356 2024Q4: holders=1481 2025Q1: holders=1461 2025Q2: holders=1495 2025Q3: holders=1509 2025Q4: holders=1617 2026Q1: holders=1632 -148 -74 +0 +74 +148 1869501714 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 24 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 3%
2025Q2 Top 8%
2024Q4 Top 3%
2024Q3 Top 2%
2024Q2 Top 4%
2024Q1 Top 2%
2023Q4 Top 3%
2023Q3 Top 2%
2023Q2 Top 1%
2023Q1 Top 0%
2021Q4 Top 4%
2021Q3 Top 2%
2021Q2 Top 7%
2020Q4 Top 2%
2020Q2 Top 18%
2020Q1 Top 13%
2019Q4 Top 2%
2019Q3 Top 3%
2019Q2 Top 19%
2019Q1 Top 8%
2018Q4 Top 3%
2018Q3 Top 6%
2018Q2 Top 19%
2018Q1 Top 5%
Put holders / Call holders: 3 / 3