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 |
|---|---|---|---|---|---|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
39,900
shares
|
$3.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
39,675
shares
|
$3.62 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
39,549
shares
|
$3.6 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
39,503
shares
|
$3.6 Million
2.0% of portfolio
|
Q4 2024
Added 17.38%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
39,367
shares
|
$3.59 Million
0.37% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
39,295
shares
|
$3.58 Million
2.54% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
39,288
shares
|
$3.58 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
39,164
shares
|
$3.57 Million
0.07% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
39,154
shares
|
$3.57 Million
6.67% of portfolio
|
Q4 2024
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
38,642
shares
|
$3.52 Million
1.65% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
38,626
shares
|
$3.52 Million
0.02% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
38,597
shares
|
$3.52 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
38,583
shares
|
$3.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
38,547
shares
|
$3.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
38,445
shares
|
$3.5 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
38,425
shares
|
$3.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 18.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
38,384
shares
|
$3.5 Million
0.23% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
38,068
shares
|
$3.47 Million
1.38% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
38,053
shares
|
$3.47 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
38,040
shares
|
$3.47 Million
3.6% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
37,959
shares
|
$3.46 Million
0.0% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
37,671
shares
|
$3.43 Million
0.46% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
37,485
shares
|
$3.42 Million
1.03% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
37,405
shares
|
$3.41 Million
2.16% of portfolio
|
Q4 2024
Reduced 49.82%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
37,004
shares
|
$3.37 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.09%
|