Ishares Morningstar Mid-cap
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, 15 superinvestors own shares of Ishares Morningstar Mid-cap (IMCV), 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 (IMCV), 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 (IMCV) 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 (IMCV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Michael Thomas@Matrix Trust Co
| 2.56% | $14.72M 198,225 shares@ 74.26 avg price | Increased 0.24% |
John DIce@Lafleur & Godfrey Llc
| 0.09% | $615,319 8,286 shares@ 74.27 avg price | Increased 6.14% |
Thomas J Bellaro@Park Avenue Securities Llc
| 0.01% | $365,000 4,919 shares@ 74.21 avg price | Increased 85.49% |
Christina Duncan@Trivant Custom Portfolio Group, Llc
| 0.18% | $291,917 3,931 shares@ 74.27 avg price | Increased 2.67% |
Andrea Gleason@Gleason Group, Inc.
| 0.01% | $19,515 263 shares@ 74.21 avg price | Increased 0.77% |