Ishares Tr usa min vo shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 210k | 91.31 |
| 2024-06-30 | $18M | 210k | 83.96 |
| 2024-03-31 | $18M | 209k | 83.58 |
| 2023-12-31 | $16M | 202k | 78.03 |
| 2023-09-30 | $16M | 225k | 72.38 |
| 2023-06-30 | $17M | 230k | 74.33 |
| 2023-03-31 | $17M | 232k | 72.74 |
| 2022-12-31 | $17M | 238k | 72.10 |
| 2022-09-30 | $15M | 231k | 66.10 |
| 2022-06-30 | $19M | 267k | 70.21 |
| 2022-03-31 | $20M | 263k | 77.57 |
| 2021-12-31 | $22M | 267k | 80.90 |
| 2021-09-30 | $21M | 286k | 73.50 |
| 2021-06-30 | $21M | 284k | 73.61 |
| 2021-03-31 | $21M | 301k | 69.19 |
| 2020-12-31 | $17M | 251k | 67.88 |
| 2020-09-30 | $16M | 255k | 63.73 |
| 2020-06-30 | $1.6M | 27k | 60.64 |
| 2020-03-31 | $1.7M | 32k | 54.02 |
| 2019-12-31 | $2.7M | 41k | 65.61 |
| 2019-09-30 | $2.9M | 46k | 64.09 |
| 2019-06-30 | $1.7M | 28k | 61.72 |
| 2019-03-31 | $1.7M | 29k | 58.80 |
| 2018-12-31 | $1.4M | 26k | 52.42 |
| 2018-09-30 | $1.3M | 24k | 57.03 |
| 2018-06-30 | $1.2M | 22k | 53.17 |
| 2018-03-31 | $1.0M | 20k | 51.93 |
| 2017-12-31 | $1.1M | 20k | 52.80 |
| 2017-09-30 | $1.0M | 20k | 50.32 |
| 2017-06-30 | $1.0M | 21k | 48.91 |
| 2017-03-31 | $1.4M | 28k | 47.72 |
| 2016-12-31 | $775k | 17k | 45.24 |
| 2016-09-30 | $1.7M | 36k | 45.44 |
| 2016-06-30 | $421k | 9.1k | 46.19 |
| 2016-03-31 | $114k | 2.6k | 43.76 |
| 2015-12-31 | $85k | 2.0k | 41.87 |
| 2015-09-30 | $48k | 1.2k | 40.00 |
| 2015-03-31 | $54k | 1.3k | 41.38 |
| 2014-12-31 | $61k | 1.5k | 40.45 |
| 2014-09-30 | $38k | 1.0k | 37.70 |
| 2014-06-30 | $119k | 3.2k | 37.09 |
| 2013-12-31 | $21k | 600 | 35.00 |
| 2013-09-30 | $21k | 625 | 33.60 |