IMCB

Ishares Morningstar Mid-cap

Latest period2026 - Q2Total superinvestors11

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, 11 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
Barry Rhea@Sunburst Financial Group, Llc
Recent Activity
Increased 9.54%
3.79%
$23.337M
241,685 shares@ 96.57 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
Increased 0.94%
2.69%
$18.497M
191,562 shares@ 96.56 avg price
Joni Gall@Fortitude Financial, Llc
Recent Activity
Decreased -17.88%
13.01%
$14.475M
149,902 shares@ 96.57 avg price
Jonathan Yarger@Yarger Wealth Strategies, Llc
Recent Activity
Decreased -0.35%
2.27%
$6.296M
64,819 shares@ 97.13 avg price
Timothy E. Richards@Apella Capital, Llc
Recent Activity
0.02%
$1.118M
11,532 shares@ 96.97 avg price
Haley Seebold@Lawood & Co
Recent Activity
0.45%
$650,428
6,736 shares@ 96.56 avg price
Francis C. Carpentier@Mullaney, Keating & Wright, Inc.
Recent Activity
Increased 23.6%
0.22%
$454,711
4,709 shares@ 96.57 avg price
Todd Smallwood@Procyon Advisors, Llc
Recent Activity
Decreased -0.95%
0.02%
$410,573
4,252 shares@ 96.56 avg price
RYAN VLIEK@Pps&v Asset Management Consultants, Inc.
Recent Activity
Decreased -3.17%
0.18%
$317,859
3,292 shares@ 96.56 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
0.01%
$157,296
1,629 shares@ 96.56 avg price

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