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
John Hayes@Longview Wealth Management
Recent Activity
Increased 3.84%
3.9%
$12.784M
142,676 shares@ 89.61 avg price
Stefanie Porter@White Pine Investment Co
Recent Activity
Increased 3%
1.67%
$6.182M
68,991 shares@ 89.61 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 3.18%
0.09%
$4.563M
50,923 shares@ 89.61 avg price
Joyce A. Kruzan@Kaydan Wealth Management, Inc.
Recent Activity
Increased 0.04%
0.09%
$246,490
2,751 shares@ 89.61 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 1.71%
0.03%
$241,199
2,692 shares@ 89.6 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Increased 0.41%
0.01%
$21,865
245 shares@ 89.25 avg price