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
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -4.57%
0.13%
$1.452M
19,230 shares@ 75.54 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 23.69%
0.07%
$1.166M
15,474 shares@ 75.33 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 1.05%
0.04%
$1.094M
14,479 shares@ 75.54 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 33.45%
0.06%
$1.042M
13,792 shares@ 75.53 avg price
RAYMOND L. HOBSON@Hf Advisory Group, Llc
Recent Activity
Increased 0.59%
0.45%
$960,073
12,712 shares@ 75.53 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
0.08%
$825,543
10,930 shares@ 75.54 avg price
Matthew Heller@Willner & Heller, Llc
Recent Activity
Increased 0.22%
0.64%
$724,849
9,597 shares@ 75.53 avg price
John DIce@Lafleur & Godfrey Llc
Recent Activity
Increased 5.92%
0.1%
$719,424
9,525 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
Sam Kirkpatrick@Mayfair Advisory Group, Llc
Recent Activity
Increased 60.03%
0.42%
$701,743
9,291 shares@ 75.53 avg price