SHY — ISHARES BARCLYS

Ownership history in PRUDENTIAL PLC · 17 quarters on record

This page tracks every 13F SEC filing in which PRUDENTIAL PLC reported a position in ISHARES BARCLYS (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

0.72% (2022 Q2)

Avg. % of fund

0.05%

First filed

2012 Q2

Last filed

2025 Q3

Quarters held

17

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	REDUCED	100	-36,924	-99.7%	0.00%	$8K	$81.48
2025 Q2	ADDED	37,024	+6,170	+20.0%	0.02%	$3.1M	$80.60
2025 Q1	ADDED	30,854	+27,254	+757.1%	0.01%	$2.6M	$79.69
2024 Q4	REDUCED	3,600	-229	-6.0%	0.00%	$295K	$78.46

% 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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