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
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 10.45%
0.03%
$697,301
8,967 shares@ 77.77 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
John Hayes@Longview Wealth Management
Recent Activity
Increased 3.94%
0.18%
$574,255
7,603 shares@ 75.54 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Decreased -9.07%
0.11%
$565,532
7,488 shares@ 75.53 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Decreased -3.93%
0.12%
$531,677
7,039 shares@ 75.54 avg price
Brian Kenney@Afg Fiduciary Services Limited Partnership
Recent Activity
0.37%
$519,952
6,750 shares@ 77.03 avg price
Victor Davis@Davis Investment Partners, Llc
Recent Activity
0.21%
$474,579
6,300 shares@ 75.33 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Increased 0.22%
0.21%
$462,560
6,124 shares@ 75.54 avg price
Joyce A. Kruzan@Kaydan Wealth Management, Inc.
Recent Activity
0.13%
$373,874
4,950 shares@ 75.54 avg price
Tim Reyna@Cerro Pacific Wealth Advisors Llc
Recent Activity
New Position
0.12%
$356,678
4,888 shares@ 72.98 avg price