IMCG

Ishares Morningstar Mid-cap

Latest period2024 - Q4Total superinvestors56

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, 56 superinvestors own shares of Ishares Morningstar Mid-cap (IMCG), 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 (IMCG), 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 (IMCG) 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 (IMCG) 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
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 1.84%
1.55%
$42.143M
557,968 shares@ 75.54 avg price
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Decreased -3.3%
0.62%
$23.586M
312,272 shares@ 75.54 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
Decreased -0.83%
2.43%
$13.933M
184,472 shares@ 75.53 avg price
Lawrence F. Dooley, Jr.@Capital Wealth Management, Llc
Recent Activity
Decreased -0.29%
5.06%
$11.789M
156,090 shares@ 75.53 avg price
Jennifer Scott@Scott Capital Advisors, Llc
Recent Activity
Decreased -0.24%
2.65%
$9.2M
121,935 shares@ 75.45 avg price
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Increased 0.89%
1.68%
$8.368M
113,762 shares@ 73.57 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.02%
$6.553M
89,803 shares@ 72.97 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 5.57%
0.56%
$5.106M
67,601 shares@ 75.53 avg price
STEPHANE BOUVEL@Bouvel Investment Partners, Llc
Recent Activity
New Position
1.67%
$4.613M
61,080 shares@ 75.53 avg price
Carl Szasz@Verde Capital Management
Recent Activity
Increased 8.03%
1.18%
$4.165M
55,148 shares@ 75.54 avg price