Everpar Advisors »

Ishares Tr usa min vo shares owned by Everpar Advisors

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

Historical chart of Everpar Advisors 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 Everpar Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by Everpar Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $301k 3.2k 95.14
2025-06-30 $220k 2.3k 93.85

More positions owned by Everpar Advisors

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Amazon (AMZN)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Oneok (OKE)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl C (GOOG)
Tyson Foods Cl A (TSN)

View all positions for Everpar Advisors

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo