IMCV

Ishares Morningstar Mid-cap

Latest period2026 - Q1Total superinvestors175

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, 175 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

SuperinvestorPortfolio %Reported Value
Chris Davis@Vantagepoint Investment Advisers Llc
Recent Activity
Decreased -4.27%
0.7%
$81.838M
965,232 shares@ 84.79 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 4.28%
0.01%
$51.763M
610,518 shares@ 84.79 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -0.95%
0.02%
$37.691M
444,547 shares@ 84.79 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Increased 72.85%
0.01%
$34.582M
407,779 shares@ 84.81 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 9.46%
0.01%
$31.439M
370,810 shares@ 84.79 avg price
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Decreased -4.29%
0.63%
$29.067M
342,827 shares@ 84.79 avg price
Anthony Bruccoleri@Equitable Holdings, Inc.
Recent Activity
Decreased -0.16%
0.18%
$27.198M
330,315 shares@ 82.34 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -7.26%
0.04%
$22.945M
270,624 shares@ 84.79 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Decreased -4.04%
0.01%
$21.256M
250,708 shares@ 84.79 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 6.2%
0.03%
$19.576M
230,858 shares@ 84.8 avg price

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