SHY — ISHARES TR

Ownership history in Values First Advisors, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Values First Advisors, Inc. 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
3.83% (2025 Q1)
Avg. % of fund
2.16%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 87,362 +4,940 +6.0% 3.75% $7.2M $82.35
2025 Q3 ADDED 82,422 +2,634 +3.3% 3.66% $6.8M $81.48
2025 Q2 ADDED 79,788 +451 +0.6% 3.60% $6.6M $80.60
2025 Q1 REDUCED 79,337 -1,462 -1.8% 3.83% $6.6M $79.69
13 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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