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Ishares Tr usa min vo shares owned by Castellan Group

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

Historical chart of Castellan Group 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 Castellan Group 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 Castellan Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 41k 94.16

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Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Jpmorgan Chase & Co
Ameriprise Financial
Two Sigma Investments
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo