IMCV

Ishares Morningstar Mid-cap

Latest period2024 - Q4Total superinvestors15

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Decreased -0.46%
0.67%
$25.498M
343,362 shares@ 74.27 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
Increased 0.24%
2.56%
$14.72M
198,225 shares@ 74.26 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -3.64%
0.04%
$1.957M
26,347 shares@ 74.26 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Decreased -0.15%
0.54%
$1.55M
20,872 shares@ 74.27 avg price
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
Decreased -4.13%
0.6%
$1.276M
17,189 shares@ 74.26 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased 0%
0.01%
$1.239M
16,161 shares@ 76.65 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -17.58%
0.06%
$1.041M
14,182 shares@ 73.44 avg price
John DIce@Lafleur & Godfrey Llc
Recent Activity
Increased 6.14%
0.09%
$615,319
8,286 shares@ 74.27 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -8.06%
0.01%
$399,000
5,370 shares@ 74.31 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 85.49%
0.01%
$365,000
4,919 shares@ 74.21 avg price