Ishares Tr usa min vo shares owned by Capital Analysts
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Capital Analysts
from 13F filings
Historical chart of Capital Analysts investment in Ishares Tr usa min vo
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr usa min vo by Capital Analysts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 26k | 95.13 |
| 2025-06-30 | $2.4M | 25k | 93.87 |
| 2025-03-31 | $2.2M | 24k | 93.29 |
| 2024-12-31 | $2.0M | 23k | 88.79 |
| 2024-09-30 | $3.0M | 32k | 91.30 |
| 2024-06-30 | $3.8M | 45k | 83.95 |
| 2024-03-31 | $4.1M | 49k | 83.58 |
| 2023-12-31 | $3.9M | 49k | 78.03 |
| 2023-09-30 | $3.8M | 53k | 72.37 |
| 2023-06-30 | $6.5M | 87k | 74.33 |
| 2023-03-31 | $8.3M | 97k | 85.71 |
| 2022-12-31 | $6.6M | 91k | 72.10 |
| 2022-09-30 | $5.8M | 88k | 66.10 |
| 2022-06-30 | $6.2M | 88k | 70.21 |
| 2022-03-31 | $6.8M | 87k | 77.57 |
| 2021-12-31 | $7.3M | 91k | 80.90 |
| 2021-09-30 | $6.8M | 92k | 73.49 |
| 2021-06-30 | $7.7M | 105k | 73.61 |
| 2021-03-31 | $7.5M | 108k | 69.19 |
| 2020-12-31 | $11M | 163k | 67.88 |
| 2020-09-30 | $11M | 179k | 63.73 |
| 2020-06-30 | $12M | 199k | 60.63 |
| 2020-03-31 | $11M | 205k | 54.01 |
| 2019-12-31 | $12M | 183k | 65.60 |
| 2019-09-30 | $11M | 177k | 64.10 |
| 2019-06-30 | $10M | 163k | 61.73 |
| 2019-03-31 | $8.5M | 145k | 58.80 |
| 2018-12-31 | $6.5M | 124k | 52.40 |
| 2018-09-30 | $6.9M | 121k | 57.04 |
| 2018-06-30 | $6.5M | 122k | 53.16 |
| 2018-03-31 | $6.1M | 118k | 51.93 |
| 2017-12-31 | $5.9M | 112k | 52.78 |
| 2017-09-30 | $5.4M | 107k | 50.34 |
| 2017-06-30 | $4.6M | 95k | 48.93 |
| 2017-03-31 | $4.0M | 87k | 46.07 |
| 2016-12-31 | $3.1M | 68k | 45.22 |
| 2016-09-30 | $2.2M | 48k | 45.43 |
| 2016-06-30 | $41k | 1.1k | 39.21 |