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
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
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
Decreased -9.74%
2.57%
$25.181M
251,005 shares@ 100.32 avg price
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Decreased -0.01%
0.05%
$212,598
212,598 shares@ 1.0 avg price
LARRY BROXTERMAN@Ifs Advisors, Llc
Recent Activity
Decreased -0.47%
15.47%
$19.68M
196,171 shares@ 100.33 avg price
Scott Geppert@Stonekeep Investments, Llc
Recent Activity
Decreased -4.1%
11.35%
$15.24M
151,913 shares@ 100.32 avg price
Matt Bollenbach@Emprise Bank
Recent Activity
Decreased -2.27%
6.51%
$11.524M
114,877 shares@ 100.33 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Decreased -12.27%
0.48%
$9.486M
94,560 shares@ 100.33 avg price
Patricia Watson@Baker Ellis Asset Management Llc
Recent Activity
Decreased -7.14%
1.31%
$8.84M
88,118 shares@ 100.33 avg price
Christina Duncan@Marion Wealth Management
Recent Activity
Decreased -0.36%
1.26%
$4.725M
47,096 shares@ 100.33 avg price