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Ishares Tr usa min vo shares owned by Carroll Financial Associates

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

Historical chart of Carroll Financial 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 Carroll Financial 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 Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $146M 1.8M 80.57
2021-09-30 $135M 1.8M 73.50
2021-06-30 $140M 1.9M 73.61
2021-03-31 $140M 2.0M 69.19
2020-12-31 $137M 2.0M 67.88
2020-09-30 $129M 2.0M 63.73
2020-06-30 $121M 2.0M 60.63
2020-03-31 $109M 2.0M 53.97
2019-12-31 $114M 1.7M 65.60
2019-09-30 $115M 1.8M 64.10
2019-06-30 $114M 1.8M 61.73
2019-03-31 $106M 1.8M 58.80
2018-12-31 $104M 2.0M 52.47
2018-09-30 $110M 1.9M 57.04
2018-06-30 $104M 2.0M 53.16
2018-03-31 $100M 1.9M 51.93
2017-12-31 $98M 1.9M 52.78
2017-09-30 $94M 1.8M 50.87
2017-06-30 $85M 1.7M 48.93
2017-03-31 $82M 1.7M 47.72
2016-12-31 $77M 1.7M 45.22
2016-09-30 $78M 1.7M 45.43
2016-06-30 $78M 1.7M 46.21
2016-03-31 $80M 1.8M 43.93
2015-12-31 $69M 1.7M 41.82
2015-09-30 $64M 1.6M 41.39
2015-06-30 $57M 1.4M 40.32
2015-03-31 $29M 692k 41.26
2014-12-31 $17M 406k 40.98
2014-09-30 $34M 852k 39.83
2014-06-30 $35M 928k 37.22
2014-03-31 $29M 794k 36.05
2013-12-31 $25M 700k 35.50
2013-09-30 $19M 574k 33.23
2013-06-30 $0 531k 0.00

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
FMR
Raymond James & Associates
Pnc Financial Services
Envestnet Asset Management
BlackRock
LPL Financial
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield

View all funds holding Ishares Tr usa min vo