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