SHY

Ishares 1-3 Year Treasury Bo

Latest period2024 - Q4Total superinvestors194

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 194 superinvestors own shares of Ishares 1-3 Year Treasury Bo (SHY), 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 1-3 Year Treasury Bo (SHY), 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 1-3 Year Treasury Bo (SHY) 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 1-3 Year Treasury Bo (SHY) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -2.13%
0.03%
$1.046M
12,761 shares@ 81.98 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -4.84%
0.03%
$966,198
11,786 shares@ 81.98 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Decreased -2.34%
0.3%
$957,635
11,681 shares@ 81.99 avg price
Kevin Sweeney@Biltmore Wealth Management, Llc
Recent Activity
Decreased -0.21%
0.39%
$930,818
11,354 shares@ 81.99 avg price
Marcelo Perez@Alhambra Investment Management Llc
Recent Activity
Decreased -5.08%
0.45%
$877,259
10,701 shares@ 81.98 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Decreased -5.35%
0.25%
$866,693
10,572 shares@ 81.99 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Decreased -2.03%
0.35%
$805,585
9,829 shares@ 81.97 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -4.32%
0.07%
$802,524
9,789 shares@ 81.99 avg price
Jeffery Nauta@Henrickson Nauta Wealth Advisors, Inc.
Recent Activity
Decreased -1.45%
0.32%
$778,724
9,499 shares@ 81.98 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -22.88%
0.02%
$775,620
9,461 shares@ 81.99 avg price