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
Ryan Noble@Prosperity Planning, Inc. Recent Activity Increased 13.81%	0.48%	$1.493M 14,878 shares@ 100.33 avg price	Increased 13.81%
Elton Wilcox@Elevated Capital Advisors, Llc Recent Activity Increased 3.19%	0.38%	$1.381M 13,761 shares@ 100.33 avg price	Increased 3.19%
Luther Hartwell Hodges@Waycross Investment Management Co Recent Activity Increased 0.54%	1.33%	$1.256M 12,516 shares@ 100.32 avg price	Increased 0.54%
Jeffrey A. Smith@Atomi Financial Group, Inc. Recent Activity Increased 38.82%	0.04%	$644,757 6,427 shares@ 100.33 avg price	Increased 38.82%
Jaycee Smalley@New Capital Management Lp Recent Activity Increased 0.03%	0.15%	$479,334 4,778 shares@ 100.33 avg price	Increased 0.03%
Carrie Prusa@Baron Silver Stevens Financial Advisors, Llc Recent Activity Increased 2.39%	0.08%	$447,083 4,457 shares@ 100.32 avg price	Increased 2.39%
Ronald Lenihan@Seacrest Wealth Management, Llc Recent Activity Increased 0.91%	0.04%	$302,878 3,019 shares@ 100.33 avg price	Increased 0.91%
Lupe Fungalei@Diversify Wealth Management, Llc Recent Activity Increased 12.51%	0.03%	$294,620 2,933 shares@ 100.46 avg price	Increased 12.51%
Lori L. Fuerstenberg@Koshinski Asset Management, Inc. Recent Activity Increased 26.84%	0.03%	$265,045 2,642 shares@ 100.32 avg price	Increased 26.84%
Scott Crane@Crane Advisory, Llc Recent Activity Increased 6.47%	0.05%	$246,208 2,453 shares@ 100.38 avg price	Increased 6.47%