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
Aryn Sands@Mcelhenny Sheffield Capital Management, Llc
Recent Activity
New Position
13.46%
$40.157M
400,289 shares@ 100.32 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.89%
$10.529M
104,933 shares@ 100.34 avg price
Teresa Douberly@Ridgeline Wealth, Llc
Recent Activity
New Position
4%
$4.898M
48,826 shares@ 100.32 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
New Position
0.28%
$3.946M
39,334 shares@ 100.33 avg price
TABITHA LETOURNEAU MEYERER@Fiduciary Family Office, Llc
Recent Activity
New Position
0.95%
$3.21M
31,998 shares@ 100.32 avg price
LORRAINE E. HAVERLEY@Peak Financial Advisors Llc
Recent Activity
New Position
1.58%
$3.036M
30,260 shares@ 100.32 avg price
Joseph C. Capezza, Jr.@Cove Private Wealth, Llc
Recent Activity
New Position
1.26%
$2.082M
20,750 shares@ 100.32 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
New Position
0.09%
$1.755M
17,490 shares@ 100.33 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
New Position
0.03%
$1.708M
17,025 shares@ 100.32 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
New Position
0.55%
$1.333M
13,284 shares@ 100.33 avg price