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Ishares Tr usa min vo shares owned by Tidemark

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Tidemark from 13F filings

Historical chart of Tidemark investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Tidemark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Tidemark

Quarter filed Position value Share count Share price at filing
2024-03-31 $64k 760 83.58
2023-12-31 $111k 1.4k 78.01

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Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Envestnet Asset Management
BlackRock
LPL Financial
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo