IMCB

Ishares Morningstar Mid-cap

Latest period2024 - Q4Total superinvestors29

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, 29 superinvestors own shares of Ishares Morningstar Mid-cap (IMCB), 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 Mid-cap (IMCB), 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 Mid-cap (IMCB) 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 Mid-cap (IMCB) 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
Jonathan Yarger@Yarger Wealth Strategies, Llc
Recent Activity
Increased 0.04%
3.02%
$5.225M
68,608 shares@ 76.16 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.38%
0.01%
$1.967M
25,872 shares@ 76.03 avg price
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Increased 19.5%
0.09%
$533,507
7,006 shares@ 76.16 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Increased 2.98%
0.03%
$379,532
4,984 shares@ 76.16 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 0.31%
0.01%
$74,015
972 shares@ 76.15 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Increased 0.58%
0.01%
$13,422
176 shares@ 76.27 avg price