ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

HCR Wealth Advisors's Holding History (CIK: 0001697715)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 49,697 Value ($000) $4,116 Avg Close — Range —
Q3 2025
Shares 54,312 Value ($000) $4,498 Avg Close — Range —
Q2 2025
Shares 53,699 Value ($000) $4,449 Avg Close — Range —
Q1 2025
Shares 53,727 Value ($000) $4,445 Avg Close — Range —
Q4 2024
Shares 58,239 Value ($000) $4,774 Avg Close — Range —
Q3 2024
Shares 59,863 Value ($000) $4,978 Avg Close — Range —
Q2 2024
Shares 60,449 Value ($000) $4,936 Avg Close — Range —
Q1 2024
Shares 61,030 Value ($000) $4,991 Avg Close — Range —
Q4 2023
Shares 64,872 Value ($000) $5,322 Avg Close — Range —
Q3 2023
Shares 60,494 Value ($000) $4,898 Avg Close — Range —
Q2 2023
Shares 67,784 Value ($000) $5,496 Avg Close — Range —
Q1 2023
Shares 70,286 Value ($000) $5,775 Avg Close — Range —
Q4 2022
Shares 72,953 Value ($000) $5,922 Avg Close — Range —
Q3 2022
Shares 80,542 Value ($000) $6,541 Avg Close — Range —
Q2 2022
Shares 76,526 Value ($000) $6,336 Avg Close — Range —
Q1 2021
Shares 3,062 Value ($000) $264 Avg Close — Range —
Q4 2020
Shares 2,043 Value ($000) $176 Avg Close — Range —
Q3 2020
Shares 2,043 Value ($000) $177 Avg Close — Range —
Q2 2020
Shares 2,053 Value ($000) $178 Avg Close — Range —
Q1 2020
Shares 3,333 Value ($000) $289 Avg Close — Range —
Q4 2019
Shares 1,200 Value ($000) $102 Avg Close — Range —