SHY — ISHARES TR

Ownership history in ELEMENT POINTE ADVISORS, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which ELEMENT POINTE ADVISORS, LLC reported a position in ISHARES TR (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
16.05% (2022 Q4)
Avg. % of fund
5.21%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 335,766 -11,678 -3.4% 5.38% $27.8M $82.35
2025 Q3 REDUCED 347,444 -148,325 -29.9% 6.14% $28.8M $81.48
2025 Q2 REDUCED 495,769 -36,641 -6.9% 9.94% $41.1M $80.60
2025 Q1 REDUCED 532,410 -18,763 -3.4% 10.71% $44.0M $79.69
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHY price (monthly, adj. close)

Other funds also holding SHY

As of 2025 Q4 — sorted by position size

Santa Clara Valley Transportation Authority 22.94% Mader & Shannon Wealth Management, Inc. 3Y 7Y 13.65% Birchcreek Wealth Management, LLC 3Y 11.57% Lake Hills Wealth Management, LLC 3Y 9.9% TFC Financial Management, Inc. 3Y 9.69% LWM ADVISORS INC 7.77% America First Investment Advisors, LLC 3Y 7Y 7.62% INSIGHT 2811, INC. 3Y 7Y 7.61% Kiker Wealth Management, LLC 6.28% Mizuho Markets Cayman LP 3Y 6.15%
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