Institutional Ownership Ishares Msci Usa Min Vol Facto (USMV)
This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV). We have compiled data on the 1,392 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
54,000
shares
|
$4.92 Million
3.0% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
53,954
shares
|
$4.92 Million
0.81% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
53,418
shares
|
$4.87 Million
1.47% of portfolio
|
Q2 2022
Added 8.95%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
52,977
shares
|
$4.83 Million
2.51% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
52,069
shares
|
$4.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.98%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
52,047
shares
|
$4.74 Million
2.35% of portfolio
|
Q4 2022
Added 166.51%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
51,980
shares
|
$4.74 Million
2.22% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
51,755
shares
|
$4.72 Million
0.05% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
51,550
shares
|
$4.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
51,478
shares
|
$4.69 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
50,592
shares
|
$4.61 Million
1.27% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
50,313
shares
|
$4.59 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
50,222
shares
|
$4.58 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
49,347
shares
|
$4.5 Million
1.94% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
49,282
shares
|
$4.49 Million
1.18% of portfolio
|
Q4 2024
Reduced 24.94%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
49,265
shares
|
$4.49 Million
1.45% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
49,087
shares
|
$4.47 Million
1.13% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
48,981
shares
|
$4.46 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
48,666
shares
|
$4.44 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
48,414
shares
|
$4.41 Million
1.94% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
47,608
shares
|
$4.34 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
47,119
shares
|
$4.29 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
47,038
shares
|
$4.29 Million
0.23% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
46,503
shares
|
$4.24 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
45,893
shares
|
$4.18 Million
0.1% of portfolio
|
Q4 2024
Added 1.11%
|