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
Stephanie West@Org Partners Llc
Recent Activity
Increased 24.48%
0.88%
$6.448M
64,235 shares@ 100.39 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 2.96%
0.15%
$5.932M
59,134 shares@ 100.32 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 3.07%
0.33%
$5.867M
58,405 shares@ 100.46 avg price
Aryn Sands@Professional Financial Advisors, Llc
Recent Activity
Increased 6.57%
1.47%
$5.74M
57,218 shares@ 100.33 avg price
John Salomon@J2 Capital Management Inc
Recent Activity
Increased 16.46%
5.12%
$5.455M
54,374 shares@ 100.33 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 2.99%
0.19%
$5.319M
53,019 shares@ 100.32 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Increased 708.63%
1.96%
$4.836M
48,202 shares@ 100.33 avg price
Claudia Saia@Friedenthal Financial
Recent Activity
Increased 1263.58%
2.79%
$4.758M
47,425 shares@ 100.32 avg price
Dan Mohr@Retireful, Llc
Recent Activity
Increased 46.69%
2.37%
$4.197M
41,841 shares@ 100.32 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Increased 6.17%
0.31%
$4.061M
40,480 shares@ 100.32 avg price