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
Timothy Richards@Apella Capital, Llc
Recent Activity
0.04%
$878,162
11,532 shares@ 76.16 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -3.79%
0.01%
$871,000
11,442 shares@ 76.13 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -32.33%
0.05%
$758,176
10,022 shares@ 75.66 avg price
Marie Freemyer@Truefg, Llc
Recent Activity
0.24%
$729,898
9,585 shares@ 76.16 avg price
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Increased 19.5%
0.09%
$533,507
7,006 shares@ 76.16 avg price
Joyce A. Kruzan@Kaydan Wealth Management, Inc.
Recent Activity
0.14%
$410,601
5,392 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
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
0.02%
$354,639
4,520 shares@ 78.46 avg price
Luciana Roditi@Evolution Wealth Advisors, Llc
Recent Activity
New Position
0.06%
$304,600
4,000 shares@ 76.15 avg price
Ryan Vliek@Pps&v Asset Management Consultants, Inc.
Recent Activity
0.2%
$293,233
3,851 shares@ 76.15 avg price