ISCG

Ishares Morningstar Small-ca

Latest period2026 - Q1Total superinvestors162

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 162 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

SuperinvestorPortfolio %Reported Value
Vincent J. Gratch@Focus Partners Wealth
Recent Activity
Decreased -1.86%
0.06%
$52.374M
955,722 shares@ 54.81 avg price
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Decreased -0.38%
0.01%
$44.94M
848,248 shares@ 52.99 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -6.44%
0.01%
$34.701M
633,237 shares@ 54.8 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -8.11%
0.05%
$31.064M
566,750 shares@ 54.82 avg price
Matt Moore@Northwestern Mutual Wealth Management Co
Recent Activity
Increased 4.2%
0.02%
$29.665M
541,335 shares@ 54.8 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 2.14%
0.03%
$22.613M
412,639 shares@ 54.8 avg price
Donna Jenner@Gallagher Fiduciary Advisors, Llc
Recent Activity
Increased 6.01%
0.7%
$17.84M
325,545 shares@ 54.8 avg price
Dan Mulvey@Atria Investments, Inc
Recent Activity
Increased 6.22%
0.2%
$17.758M
324,060 shares@ 54.8 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 4.33%
0.01%
$14.761M
269,357 shares@ 54.81 avg price
Kyle R. Bubeck@Systelligence, Llc
Recent Activity
New Position
2.78%
$14.275M
260,499 shares@ 54.8 avg price

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