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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
45,464
shares
|
$4.14 Million
0.16% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
45,308
shares
|
$4.13 Million
1.87% of portfolio
|
Q4 2024
Added 284.36%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
45,275
shares
|
$4.13 Million
3.2% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
45,222
shares
|
$4.12 Million
3.71% of portfolio
|
Q4 2024
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
45,127
shares
|
$4.11 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
44,619
shares
|
$4.07 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
44,580
shares
|
$4.06 Million
2.07% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
43,908
shares
|
$4 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
43,496
shares
|
$3.96 Million
3.37% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
43,327
shares
|
$3.95 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
43,301
shares
|
$3.95 Million
1.23% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
43,185
shares
|
$3.94 Million
0.22% of portfolio
|
Q4 2024
Reduced 35.66%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
42,946
shares
|
$3.91 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
42,416
shares
|
$3.87 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
42,090
shares
|
$3.84 Million
0.6% of portfolio
|
Q3 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
42,077
shares
|
$3.83 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
41,105
shares
|
$3.75 Million
0.04% of portfolio
|
Q4 2024
Reduced 75.38%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
41,086
shares
|
$3.74 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
41,044
shares
|
$3.74 Million
0.02% of portfolio
|
Q4 2024
Added 214.66%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
40,983
shares
|
$3.74 Million
0.74% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
40,678
shares
|
$3.71 Million
0.26% of portfolio
|
Q4 2022
Reduced 12.92%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
40,624
shares
|
$3.7 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
40,549
shares
|
$3.7 Million
1.53% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
40,490
shares
|
$3.69 Million
2.96% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
40,301
shares
|
$3.67 Million
0.37% of portfolio
|
Q3 2024
Reduced 8.19%
|