SHV

Ishares Short Treasury Bond

Latest period2024 - Q4Total superinvestors104

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, 104 superinvestors own shares of Ishares Short Treasury Bond (SHV), 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 Short Treasury Bond (SHV), 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 Short Treasury Bond (SHV) 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 Short Treasury Bond (SHV) 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
Amar Shah@Client First Capital Llc
Recent Activity
Decreased -1.51%
17.18%
$33.404M
303,373 shares@ 110.11 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -0.58%
0.08%
$26.819M
243,565 shares@ 110.12 avg price
Bryan Kupchik@Capstone Wealth Management Group, Llc
Recent Activity
Decreased -19.87%
6.69%
$12.481M
113,348 shares@ 110.11 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
Decreased -3.4%
3.25%
$12.465M
113,201 shares@ 110.11 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Decreased -1.37%
0.16%
$5.369M
48,758 shares@ 110.12 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Decreased -3.73%
1.5%
$4.872M
44,244 shares@ 110.11 avg price
Jaycee Smalley@New Capital Management Lp
Recent Activity
Decreased -0.29%
0.95%
$3.246M
29,478 shares@ 110.12 avg price
Ashleigh Swayze@San Luis Wealth Advisors Llc
Recent Activity
Decreased -15.78%
0.48%
$2.497M
22,676 shares@ 110.12 avg price
Cameron Clement@Eagle Rock Investment Company, Llc
Recent Activity
Decreased -11.81%
0.39%
$2.313M
21,005 shares@ 110.12 avg price
Brian Ekstrom@Flc Capital Advisors
Recent Activity
Decreased -6.46%
0.53%
$2.279M
20,699 shares@ 110.12 avg price