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
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Decreased -35.7%
0.12%
$619,716
6,177 shares@ 100.33 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Decreased -16.54%
0.05%
$585,267
5,834 shares@ 100.33 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
Decreased -29.17%
0.18%
$539,313
5,376 shares@ 100.32 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Decreased -39.14%
0.02%
$488,624
4,871 shares@ 100.32 avg price
Cameron Clement@Eagle Rock Investment Company, Llc
Recent Activity
Decreased -13.63%
0.08%
$476,520
4,750 shares@ 100.32 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Decreased -0.15%
0.12%
$379,009
3,778 shares@ 100.33 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -50.45%
0.03%
$378,036
3,768 shares@ 100.33 avg price
Andrew J. Whalen@Whalen Wealth Management Inc.
Recent Activity
Decreased -1.03%
0.19%
$267,654
2,668 shares@ 100.33 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Decreased -14.59%
0.02%
$264,697
2,639 shares@ 100.31 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -9.33%
0.03%
$218,147
2,175 shares@ 100.3 avg price