Back to COMMONWEALTH EQUITY SERVICES, LLC

USMV
Showing 8 of 29 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES TR

COMMONWEALTH EQUITY SERVICES, LLC holds 1.9M shares of USMV (ISHARES TR), worth $176.8M as of 2026-Q1. The position was decreased (-4.4% shares). USMV represents 0.2% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$176.8M

Current Shares

1.9M

Total Value Change

-$18.1M

Total Shares Change

-414,438

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.9M
-4.4%
$176.8M0.2%$97.21
0
2025-Q4
Decreased
2M
-2.0%
$187.9M0.3%$94.95
0
2025-Q3
Decreased
2M
-7.5%
$193.7M0.3%$94.33
0
2025-Q2
Increased
2.2M
+0.8%
$206.7M0.3%$92.27
37
2025-Q1
Increased
2.2M
+2.8%
$204.7M0.3%$91.68
38
2024-Q4
Decreased
2.1M
-1.5%
$188.8M0.3%$87.40
0
2024-Q3
Decreased
2.2M
-7.0%
$197.2M0.3%$89.30
0
2024-Q2
Decreased
2.3M
-4.1%
$194.9M0.3%$81.96
0

Other major holders of USMV: ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used