IEI

Ishares 3-7 Year Treasury Bo

Latest period2024 - Q4Total superinvestors107

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, 107 superinvestors own shares of Ishares 3-7 Year Treasury Bo (IEI), 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 3-7 Year Treasury Bo (IEI), 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 3-7 Year Treasury Bo (IEI) 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 3-7 Year Treasury Bo (IEI) 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
Stephanie West@Org Partners Llc
Recent Activity
Increased 0.66%
0.12%
$864,441
7,482 shares@ 115.54 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Increased 11%
0.04%
$767,368
6,641 shares@ 115.56 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Decreased -35.38%
0.33%
$756,743
6,557 shares@ 115.41 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Decreased -59.55%
0.07%
$704,824
6,083 shares@ 115.87 avg price
Brian Glas@Noble Family Wealth, Llc
Recent Activity
Decreased -9.02%
0.19%
$682,726
5,909 shares@ 115.55 avg price
Angela J. Martin@Stephens Group Asset Management, Llc
Recent Activity
Decreased -1.1%
0.05%
$568,622
4,921 shares@ 115.56 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
0.06%
$519,975
4,500 shares@ 115.55 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -69.15%
0.02%
$517,548
4,479 shares@ 115.55 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Decreased -15.64%
0.06%
$491,516
4,254 shares@ 115.55 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 13.36%
0.05%
$480,457
4,158 shares@ 115.56 avg price