IMCB

Ishares Morningstar Mid-cap

Latest period2026 - Q1Total superinvestors193

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, 193 superinvestors own shares of Ishares Morningstar Mid-cap (IMCB), 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 (IMCB), 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 (IMCB) 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 (IMCB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Gary Davis, Jr.@Hightower Advisors, Llc
Recent Activity
Increased 4.4%
0.18%
$160.812M
1.928M shares@ 83.44 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 0.5%
0.01%
$125.894M
1.509M shares@ 83.44 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 2.46%
0.02%
$113.841M
1.365M shares@ 83.44 avg price
Andrew Tranel@Rmg Wealth Management Llc
Recent Activity
New Position
13.54%
$117.28M
1.285M shares@ 91.29 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 14.24%
0.02%
$47.484M
569,148 shares@ 83.44 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -2.36%
0.01%
$37.164M
445,448 shares@ 83.43 avg price
Dawn Hatch@Means Investment Co., Inc.
Recent Activity
Increased 1.03%
3.15%
$36.076M
432,405 shares@ 83.43 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 1.39%
0.03%
$20.087M
240,763 shares@ 83.43 avg price
Brett Mathew Wickmann@Aptus Capital Advisors, Llc
Recent Activity
Increased 89.94%
0.15%
$18.534M
222,148 shares@ 83.44 avg price
Barry Rhea@Sunburst Financial Group, Llc
Recent Activity
Increased 91.6%
3.4%
$18.409M
220,648 shares@ 83.43 avg price

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