SGOV

Ishares 0-3 Month Treasury B

Latest period2024 - Q4Total superinvestors122

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, 122 superinvestors own shares of Ishares 0-3 Month Treasury B (SGOV), 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 0-3 Month Treasury B (SGOV), 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 0-3 Month Treasury B (SGOV) 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 0-3 Month Treasury B (SGOV) 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
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 31.62%
1.98%
$142.663M
1.422M shares@ 100.33 avg price
Jason Polit@Vigilare Wealth Management
Recent Activity
Increased 153.86%
40.05%
$98.617M
983,026 shares@ 100.33 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.03%
0.14%
$68.767M
682,756 shares@ 100.73 avg price
Dane Petty@Lee Johnson Capital Management, Llc
Recent Activity
Decreased -18.37%
34.21%
$64.818M
646,116 shares@ 100.33 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 17864.21%
3.36%
$60.373M
601,801 shares@ 100.33 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 173.35%
0.95%
$46.402M
462,544 shares@ 100.32 avg price
Aryn Sands@Mcelhenny Sheffield Capital Management, Llc
Recent Activity
New Position
13.46%
$40.157M
400,289 shares@ 100.32 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 101.7%
0.58%
$39.532M
394,061 shares@ 100.33 avg price
Joshua Ryan Standeven@Selective Wealth Management, Inc.
Recent Activity
Increased 23.22%
12.59%
$30.987M
308,388 shares@ 100.48 avg price
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
Decreased -9.74%
2.57%
$25.181M
251,005 shares@ 100.32 avg price