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
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
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Decreased -1.51%
0.69%
$2.015M
26,675 shares@ 75.54 avg price
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
Decreased -2.78%
0.7%
$1.503M
19,895 shares@ 75.53 avg price
Allen A. Osgood, Jr.@Financial Freedom, Llc
Recent Activity
Decreased -2.01%
0.78%
$1.472M
19,488 shares@ 75.54 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -4.57%
0.13%
$1.452M
19,230 shares@ 75.54 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
Decreased -3.56%
0.35%
$707,716
9,370 shares@ 75.53 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Decreased -11.14%
0.18%
$598,183
7,920 shares@ 75.53 avg price