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Ishares Tr usa min vo shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $51M 655k 78.03
2023-09-30 $57M 785k 72.38
2023-06-30 $51M 686k 74.39
2023-03-31 $53M 729k 72.74
2022-12-31 $2.8M 758k 3.70
2022-09-30 $45M 687k 66.10
2022-06-30 $49M 703k 70.21
2022-03-31 $54M 701k 77.57
2021-12-31 $63M 775k 80.90
2021-09-30 $75M 1.0M 73.50
2021-06-30 $69M 939k 73.61
2021-03-31 $72M 1.0M 69.19
2020-12-31 $87M 1.3M 67.88
2020-09-30 $95M 1.5M 63.29
2020-06-30 $89M 1.5M 60.63
2020-03-31 $72M 1.3M 54.01
2019-12-31 $91M 1.4M 65.60
2019-09-30 $78M 1.2M 64.09
2019-06-30 $63M 1.0M 61.73
2019-03-31 $66M 1.1M 58.80
2018-12-31 $52M 983k 52.40
2018-09-30 $47M 819k 57.04
2018-06-30 $15M 284k 53.24
2018-03-31 $26M 499k 51.93
2017-12-31 $15M 283k 53.41
2017-09-30 $34M 665k 50.68
2017-06-30 $31M 633k 48.77
2017-03-31 $28M 577k 47.70
2016-12-31 $27M 601k 45.52
2016-09-30 $23M 511k 44.71
2016-06-30 $23M 471k 48.23
2016-03-31 $16M 336k 46.32
2015-12-31 $6.9M 165k 41.82
2015-09-30 $2.0M 51k 39.58
2015-06-30 $1.4M 35k 40.32
2015-03-31 $1.1M 27k 41.27
2014-12-31 $1.1M 26k 40.49
2014-09-30 $548k 15k 37.69
2014-06-30 $373k 10k 37.21
2014-03-31 $237k 6.6k 36.02

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View all positions for Private Advisor

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Millburn Ridgefield
Catalyst Capital Advisors
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo