13F

IMCG ISHARES MORNINGSTAR MID-CAP

2026Q1 · CUSIP 464288307

🟡 Cooling · Breadth rolling over
Holders
404
Δ holders QoQ
+7
Breadth percentile
Top 37%
Whale holders
83
Δ whales
+3
Inst. holding value
$2.1B
New positions
36
Closed positions
29
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2018Q1: Δ+1 · h=61 2018Q2: Δ+4 · h=65 2018Q3: Δ+2 · h=67 2018Q4: Δ+6 · h=73 2019Q1: Δ+11 · h=84 2019Q2: Δ+7 · h=91 2019Q3: Δ+6 · h=97 2019Q4: Δ+23 · h=120 2020Q1: Δ-6 · h=114 2020Q2: Δ+26 · h=140 2020Q3: Δ+15 · h=155 2020Q4: Δ+31 · h=186 2021Q1: Δ+6 · h=192 2021Q2: Δ-7 · h=185 2021Q3: Δ-2 · h=183 2021Q4: Δ+37 · h=220 2022Q1: Δ+0 · h=220 2022Q2: Δ-6 · h=214 2022Q3: Δ+2 · h=216 2022Q4: Δ+11 · h=227 2023Q1: Δ+8 · h=235 2023Q2: Δ+5 · h=240 2023Q3: Δ+10 · h=250 2023Q4: Δ+44 · h=294 2024Q1: Δ+4 · h=298 2024Q2: Δ-4 · h=294 2024Q3: Δ+23 · h=317 2024Q4: Δ+37 · h=354 2025Q1: Δ+3 · h=357 2025Q2: Δ+11 · h=368 2025Q3: Δ-9 · h=359 2025Q4: Δ+38 · h=397 2026Q1: Δ+7 · h=404 2018Q1: holders=61 2018Q2: holders=65 2018Q3: holders=67 2018Q4: holders=73 2019Q1: holders=84 2019Q2: holders=91 2019Q3: holders=97 2019Q4: holders=120 2020Q1: holders=114 2020Q2: holders=140 2020Q3: holders=155 2020Q4: holders=186 2021Q1: holders=192 2021Q2: holders=185 2021Q3: holders=183 2021Q4: holders=220 2022Q1: holders=220 2022Q2: holders=214 2022Q3: holders=216 2022Q4: holders=227 2023Q1: holders=235 2023Q2: holders=240 2023Q3: holders=250 2023Q4: holders=294 2024Q1: holders=298 2024Q2: holders=294 2024Q3: holders=317 2024Q4: holders=354 2025Q1: holders=357 2025Q2: holders=368 2025Q3: holders=359 2025Q4: holders=397 2026Q1: holders=404 -44 -22 +0 +22 +44 54240425 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 11 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 14%
2024Q4 Top 14%
2024Q3 Top 14%
2023Q4 Top 11%
2023Q3 Top 18%
2023Q1 Top 19%
2021Q4 Top 13%
2020Q3 Top 17%
2020Q2 Top 13%
2019Q4 Top 19%
2019Q2 Top 19%
Put holders / Call holders: 0 / 0