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
Michael Thomas@Matrix Trust Co
Recent Activity
Decreased -0.34%
2.31%
$13.265M
174,200 shares@ 76.15 avg price
Jonathan Yarger@Yarger Wealth Strategies, Llc
Recent Activity
Increased 0.04%
3.02%
$5.225M
68,608 shares@ 76.16 avg price
Heather Moore@Benchmark Wealth Management, Llc
Recent Activity
Decreased -0.21%
2.08%
$4.225M
55,481 shares@ 76.15 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
New Position
0.99%
$3.235M
42,479 shares@ 76.15 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Decreased -0.84%
0.42%
$2.879M
37,809 shares@ 76.15 avg price
Sara Smith@Brand Asset Management Group, Inc.
Recent Activity
Decreased -0.41%
1.12%
$2.74M
35,978 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
Staci Compagno@Portside Wealth Group, Llc
Recent Activity
Decreased -1.78%
0.33%
$1.881M
24,746 shares@ 76.03 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -2.84%
0.04%
$1.871M
24,568 shares@ 76.15 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Decreased -9.39%
0.02%
$911,396
11,968 shares@ 76.16 avg price