ISCG

Ishares Morningstar Small-ca

Latest period2024 - Q4Total superinvestors20

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, 20 superinvestors own shares of Ishares Morningstar Small-ca (ISCG), 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 Small-ca (ISCG), 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 Small-ca (ISCG) 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 Small-ca (ISCG) 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
Michael Thomas@Matrix Trust Co
Recent Activity
Decreased -0.43%
1.43%
$8.198M
165,751 shares@ 49.46 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 7.44%
0.4%
$3.683M
74,474 shares@ 49.47 avg price
Malcolm Migel@Phoenix Wealth Advisors
Recent Activity
Increased 20.63%
0.76%
$1.743M
35,236 shares@ 49.46 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Decreased -9.18%
0.61%
$1.164M
23,543 shares@ 49.46 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Decreased -0.93%
0.25%
$712,076
14,397 shares@ 49.47 avg price
Aryn Sands@City Center Advisors, Llc
Recent Activity
Decreased -6.53%
0.7%
$615,695
12,448 shares@ 49.47 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -8.3%
0.03%
$578,879
11,704 shares@ 49.46 avg price
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Decreased -5.12%
0.09%
$406,264
8,214 shares@ 49.46 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -50.55%
0.01%
$359,561
7,270 shares@ 49.46 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
New Position
0.01%
$235,000
4,752 shares@ 49.46 avg price