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
Kristie R. Furseth@Bowman & Co S.c.
Recent Activity
Decreased -2.86%
0.31%
$585,920
6,540 shares@ 89.6 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Decreased -0.82%
0.19%
$529,088
5,905 shares@ 89.6 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Decreased -3.63%
0.08%
$391,910
4,374 shares@ 89.6 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -1.14%
0.02%
$383,835
4,246 shares@ 90.4 avg price
Peter Platt@Platt Investment Counsel, Llc
Recent Activity
Decreased -1.62%
0.32%
$326,144
3,640 shares@ 89.6 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -7.08%
0.01%
$247,000
2,755 shares@ 89.66 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -8.08%
0.01%
$80,461
898 shares@ 89.61 avg price
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Decreased -36.97%
0.01%
$36,859
404 shares@ 91.24 avg price