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
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Increased 0.89%
1.68%
$8.368M
113,762 shares@ 73.57 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 5.57%
0.56%
$5.106M
67,601 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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 6.1%
0.01%
$3.499M
46,327 shares@ 75.53 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 0.05%
0.06%
$3.262M
43,193 shares@ 75.54 avg price
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Increased 15.39%
1.14%
$3.149M
41,749 shares@ 75.43 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Increased 1.21%
0.62%
$2.794M
36,461 shares@ 76.65 avg price
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
Increased 12.74%
0.51%
$2.282M
30,220 shares@ 75.53 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 17.31%
0.03%
$2.123M
28,110 shares@ 75.53 avg price