ISCB

Ishares Morningstar Sm Cap

Latest period2024 - Q4Total superinvestors9

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, 9 superinvestors own shares of Ishares Morningstar Sm Cap (ISCB), 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 Sm Cap (ISCB), 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 Sm Cap (ISCB) 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 Sm Cap (ISCB) 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
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Increased 1.38%
0.36%
$2.479M
42,253 shares@ 58.67 avg price
Sara Smith@Brand Asset Management Group, Inc.
Recent Activity
Decreased -1.56%
0.69%
$1.698M
28,943 shares@ 58.67 avg price
Ryan Vliek@Pps&v Asset Management Consultants, Inc.
Recent Activity
0.23%
$337,643
5,755 shares@ 58.67 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Decreased -1.14%
0.16%
$338,202
5,678 shares@ 59.57 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
0.01%
$211,192
3,600 shares@ 58.67 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -6.78%
0.01%
$206,302
3,517 shares@ 58.66 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
0.01%
$201,000
3,428 shares@ 58.64 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
0.01%
$25,000
420 shares@ 59.53 avg price
Stephanie West@Org Partners Llc
Recent Activity
New Position
0.01%
$21,119
360 shares@ 58.67 avg price