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
Christina Duncan@Marion Wealth Management
Recent Activity
Decreased -0.36%
1.26%
$4.725M
47,096 shares@ 100.33 avg price
Steven J. Hubbell@Hubbell Strickland Wealth Management, Llc
Recent Activity
Decreased -12.91%
2.23%
$4.701M
46,856 shares@ 100.33 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
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
New Position
0.28%
$3.946M
39,334 shares@ 100.33 avg price
Christine Drisco@New Harbor Financial Group, Llc
Recent Activity
Increased 3.99%
0.95%
$3.21M
31,998 shares@ 100.32 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
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Increased 8.89%
0.17%
$2.788M
27,791 shares@ 100.33 avg price
H. Parker Evans@Successful Portfolios Llc
Recent Activity
Increased 19.8%
1.71%
$2.553M
25,449 shares@ 100.32 avg price