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Ishares Tr usa min vo shares owned by Concentric Capital Strategies

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

Historical chart of Concentric Capital Strategies 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 Concentric Capital Strategies 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 Concentric Capital Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 22k 94.16

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View all positions for Concentric Capital Strategies

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
Two Sigma Investments
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo