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
Tom Mathew@Beacon Investment Advisory Services, Inc.
Recent Activity
Decreased -7.43%
2.32%
$53.431M
651,761 shares@ 81.98 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
Increased 6.98%
3.05%
$44.403M
541,631 shares@ 81.99 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.17%
0.07%
$30.549M
367,391 shares@ 83.15 avg price
Matthew Weinberg@Edge Wealth Management Llc
Recent Activity
Decreased -2.62%
5.76%
$28.414M
346,597 shares@ 81.98 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Increased 12.15%
0.41%
$27.877M
340,050 shares@ 81.98 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 25.92%
0.63%
$27.337M
333,464 shares@ 81.99 avg price
KATIE SMITH@Innova Wealth Partners
Recent Activity
New Position
13.34%
$21.163M
258,152 shares@ 81.99 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Increased 51.79%
0.94%
$18.472M
225,321 shares@ 81.98 avg price
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
Decreased -14.67%
1.5%
$14.729M
179,664 shares@ 81.98 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 13.97%
1.13%
$13.496M
164,623 shares@ 81.99 avg price