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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.21%
0.25%
$120.88M
1.093M shares@ 110.63 avg price
Scott Parker@True Link Financial Advisors, Llc
Recent Activity
Increased 6.34%
5.1%
$60.704M
551,299 shares@ 110.12 avg price
Todd Chyba@Trust Co
Recent Activity
Increased 0.7%
4.65%
$40.526M
368,053 shares@ 110.11 avg price
Amar Shah@Client First Capital Llc
Recent Activity
Decreased -1.51%
17.18%
$33.404M
303,373 shares@ 110.11 avg price
Andrew J. Whalen@Whalen Wealth Management Inc.
Recent Activity
Increased 442.75%
20.04%
$28.923M
262,678 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
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Increased 0.01%
1.23%
$20.489M
186,081 shares@ 110.11 avg price
Lesley Tepper@Seven Post Investment Office Lp
Recent Activity
Increased 5.51%
6.99%
$18.236M
165,614 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