IMCG

Ishares Morningstar Mid-cap

Latest period2026 - Q2Total superinvestors46

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 46 superinvestors own shares of Ishares Morningstar Mid-cap (IMCG), 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 (IMCG), 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 (IMCG) 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 (IMCG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Decreased -30.36%
0.81%
$30.535M
310,631 shares@ 98.31 avg price
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Decreased -2.55%
0.53%
$27.933M
284,164 shares@ 98.31 avg price
Patricia Buchholtz@Eclectic Associates Inc Adv
Recent Activity
Increased 6.11%
2.96%
$25.916M
263,644 shares@ 98.3 avg price
Lawrence F. Dooley, Jr.@Capital Wealth Management, Llc
Recent Activity
Increased 7.33%
5.76%
$23.937M
243,505 shares@ 98.3 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
Increased 0.7%
2.93%
$20.182M
205,307 shares@ 98.31 avg price
Jennifer Scott@Scott Capital Advisors, Llc
Recent Activity
Decreased -1.37%
1.75%
$11.146M
113,384 shares@ 98.3 avg price
Luke Bunch@Oxenfree Capital Llc
Recent Activity
Increased 0.89%
4.96%
$10.802M
111,446 shares@ 96.93 avg price
Stacie Brass@Accel Wealth Management
Recent Activity
Decreased -1.57%
0.74%
$3.277M
33,332 shares@ 98.31 avg price
Hayley A. Snell@Lri Investments, Llc
Recent Activity
0.24%
$2.922M
29,730 shares@ 98.3 avg price
Marc Venekamp@First Bank & Trust
Recent Activity
Increased 21.79%
0.33%
$2.179M
22,163 shares@ 98.31 avg price

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