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
Scott Udine@Udine Wealth Management, Inc.
Recent Activity
7.63%
$11.864M
107,750 shares@ 110.11 avg price
Matthew Wilson@Kwmg, Llc
Recent Activity
Increased 1.65%
1.19%
$11.55M
104,892 shares@ 110.11 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
New Position
0.05%
$11.541M
104,817 shares@ 110.11 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 39.52%
0.93%
$11.033M
100,200 shares@ 110.12 avg price
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
Increased 0.24%
1.76%
$8.453M
76,765 shares@ 110.11 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
Increased 2.04%
3.5%
$7.252M
65,858 shares@ 110.12 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 6.03%
0.18%
$5.959M
54,036 shares@ 110.29 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
David Childs@Spartan Planning & Wealth Management
Recent Activity
Increased 82090.25%
3.39%
$3.71M
33,698 shares@ 110.12 avg price