SGOV

Ishares 0-3 Month Treasury B

Latest period2024 - Q4Total superinvestors122

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Steven Farer@Confluence Investment Management Llc Recent Activity Increased 31.62%	1.98%	$142.663M 1.422M shares@ 100.33 avg price	Increased 31.62%
Jason Polit@Vigilare Wealth Management Recent Activity Increased 153.86%	40.05%	$98.617M 983,026 shares@ 100.33 avg price	Increased 153.86%
Mark J. Riley@Transform Wealth, Llc Recent Activity Increased 17864.21%	3.36%	$60.373M 601,801 shares@ 100.33 avg price	Increased 17864.21%
Marla Wooton@Miracle Mile Advisors, Llc Recent Activity Increased 173.35%	0.95%	$46.402M 462,544 shares@ 100.32 avg price	Increased 173.35%
Matt Lovett@Brookstone Capital Management Recent Activity Increased 101.7%	0.58%	$39.532M 394,061 shares@ 100.33 avg price	Increased 101.7%
Joshua Ryan Standeven@Selective Wealth Management, Inc. Recent Activity Increased 23.22%	12.59%	$30.987M 308,388 shares@ 100.48 avg price	Increased 23.22%
Jim Clark@Worth Asset Management, Llc Recent Activity Increased 270.16%	13.4%	$25.071M 249,915 shares@ 100.33 avg price	Increased 270.16%
Aryn Sands@Fiduciary Financial Group, Llc Recent Activity Increased 140.09%	4.57%	$20.984M 208,903 shares@ 100.45 avg price	Increased 140.09%
John Waddill@Laurel Wealth Advisors Llc Recent Activity Increased 5.53%	3.25%	$20.787M 207,205 shares@ 100.32 avg price	Increased 5.53%
LEONID BERLINE@Armstrong Advisory Group, Inc Recent Activity Increased 9.82%	1.63%	$20.364M 202,987 shares@ 100.33 avg price	Increased 9.82%