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Ishares Tr usa min vo shares owned by Chatterton & Associates

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

Historical chart of Chatterton & Associates 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 Chatterton & Associates 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 Chatterton & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 11k 93.86

More positions owned by Chatterton & Associates

Spdr Ser Tr Portfolio S&p500 (SPYM)
Ishares Tr S&p 500 Val Etf (IVE)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Blackrock Etf Trust I Shares (IUSB)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Kla Corp Com New (KLAC)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Blackrock ETF Trust Ishares Intl Ctr (CORO)

View all positions for Chatterton & Associates

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Bank of America Corporation
Morgan Stanley
FMR
LPL Financial
Pnc Financial Services
Millburn Ridgefield
Catalyst Capital Advisors
Envestnet Asset Management
Wells Fargo & Company
UBS Group
BlackRock
Ameriprise Financial
Cetera Investment Advisers
Commonwealth Equity Services

View all funds holding Ishares Tr usa min vo