ILCG

Ishares Morningstar Growth E

Latest period2024 - Q4Total superinvestors42

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, 42 superinvestors own shares of Ishares Morningstar Growth E (ILCG), 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 Morningstar Growth E (ILCG), 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 Morningstar Growth E (ILCG) 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 Morningstar Growth E (ILCG) 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
Martin Juergens@Kiley Juergens Wealth Management, Llc
Recent Activity
Decreased -0.46%
3.33%
$13.289M
148,317 shares@ 89.6 avg price
Alexandria Fry@Dentgroup Llc
Recent Activity
Decreased 0%
2.98%
$3.886M
43,369 shares@ 89.6 avg price
Sara Smith@Brand Asset Management Group, Inc.
Recent Activity
Decreased -0.58%
1.3%
$3.198M
35,697 shares@ 89.61 avg price
Michael Leanza@Genwealth Group, Inc.
Recent Activity
Decreased -2.86%
0.66%
$2.886M
32,212 shares@ 89.6 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -3.37%
0.15%
$2.674M
29,844 shares@ 89.6 avg price
Aryn Sands@Shira Ridge Wealth Management
Recent Activity
Decreased -1.53%
1%
$2.036M
22,723 shares@ 89.61 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Decreased -20.64%
0.12%
$1.281M
14,295 shares@ 89.6 avg price
Patrick Hayes@Wealthquest Corp
Recent Activity
Decreased -0.21%
0.08%
$930,675
10,387 shares@ 89.6 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Decreased -1.33%
0.13%
$864,730
9,651 shares@ 89.61 avg price
Bridget Davis@Cedar Point Capital Partners, Llc
Recent Activity
Decreased -11.66%
0.54%
$784,022
8,750 shares@ 89.61 avg price