Position in BIV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$23,170,438
+$295,292 QoQ
Shares Held
300,213
+2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,170,438 | 300,213 | Shares | Other | 2026-04-16 | |
| 2025-12-31 | $22,875,146 | 293,723 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $22,589,874 | 289,280 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $21,668,579 | 280,173 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $20,493,730 | 267,647 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $14,567,192 | 194,931 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $14,149,467 | 180,547 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $13,047,560 | 174,223 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $13,200,428 | 175,072 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $12,540,755 | 164,189 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $13,502,084 | 186,725 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $15,171,783 | 201,672 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $15,708,064 | 204,692 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $14,317,599 | 192,648 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $13,869,717 | 188,755 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $12,688,863 | 163,411 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $15,884,423 | 193,949 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $17,024,215 | 194,296 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $16,759,446 | 187,382 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $15,934,704 | 177,131 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $15,080,462 | 169,959 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $15,081,439 | 162,428 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $14,792,835 | 158,246 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $14,794,098 | 158,752 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $13,975,142 | 156,444 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||