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
Chris Werner@Westmount Partners, Llc
Recent Activity
Exited
0%
$10.291M
93,022 shares@ 110.64 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Exited
0%
$2.608M
23,574 shares@ 110.64 avg price
Aryn Sands@Yarbrough Capital, Llc
Recent Activity
Exited
0%
$1.555M
14,053 shares@ 110.63 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Exited
0%
$633,193
5,723 shares@ 110.65 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Exited
0%
$565,983
5,116 shares@ 110.63 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Exited
0%
$209,004
1,889 shares@ 110.65 avg price
Lisa Donnelly@Tompkins Financial Corp
Recent Activity
Exited
0%
$99,567
900 shares@ 110.63 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Exited
0%
$0
5 shares@ 0.0 avg price