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iShares Morningstar Small Value shares owned by Cambridge Investment Research Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Cambridge Investment Research Advisors from 13F filings

Historical chart of Cambridge Investment Research Advisors investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Cambridge Investment Research Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Cambridge Investment Research Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 33k 61.19
2023-12-31 $2.0M 35k 59.20
2023-09-30 $1.7M 33k 51.77
2023-06-30 $1.8M 34k 54.03
2023-03-31 $1.8M 34k 52.16
2022-12-31 $1.8M 34k 52.05
2022-09-30 $1.7M 36k 47.53
2022-06-30 $2.1M 41k 50.31
2022-03-31 $2.5M 42k 58.77
2021-12-31 $2.7M 45k 59.44
2021-09-30 $2.6M 46k 56.85
2021-06-30 $2.7M 46k 58.77
2021-03-31 $3.0M 18k 168.76
2020-12-31 $2.3M 16k 140.89
2020-09-30 $1.6M 15k 106.07
2020-06-30 $1.5M 14k 103.80
2020-03-31 $1.3M 15k 85.38
2019-12-31 $2.6M 18k 143.64
2019-09-30 $2.4M 17k 137.07
2019-06-30 $2.4M 17k 137.07
2019-03-31 $2.5M 18k 137.86
2018-12-31 $2.2M 18k 123.16
2018-09-30 $2.3M 15k 153.76
2018-06-30 $2.1M 14k 152.46
2018-03-31 $1.9M 14k 143.03
2017-12-31 $2.0M 13k 152.27
2017-09-30 $1.5M 10k 146.60
2017-06-30 $1.5M 11k 140.95
2017-03-31 $1.6M 11k 144.20
2016-12-31 $1.5M 11k 142.82
2016-09-30 $1.4M 11k 130.54
2016-06-30 $1.3M 11k 121.13
2016-03-31 $1.3M 11k 119.27
2015-12-31 $1.2M 11k 114.79
2015-09-30 $1.1M 10k 112.43
2015-06-30 $1.4M 11k 125.85
2015-03-31 $1.4M 11k 131.17
2014-12-31 $1.4M 11k 128.99
2014-09-30 $1.2M 9.7k 119.49
2014-06-30 $859k 6.7k 127.64
2014-03-31 $818k 6.6k 123.51
2013-12-31 $883k 7.3k 120.20
2013-09-30 $831k 7.6k 109.28
2013-06-30 $767k 7.4k 102.99

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Top funds holding iShares Morningstar Small Value

Vaughan And Company Securities
Bank of America Corporation
Matrix Trust
Steele Capital Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
UBS Group
H D Vest Advisory Services
Captrust Financial Advisors
Chicago Partners Investment
EisnerAmper Wealth Management Corporate Benefits
Prosperity Consulting Group
Viewpoint Capital Management
Goldman Sachs Group

View all funds holding iShares Morningstar Small Value