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 |
|---|---|---|---|---|---|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
36,594
shares
|
$3.34 Million
1.15% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
36,469
shares
|
$3.32 Million
2.2% of portfolio
|
Q3 2023
Added 3.22%
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
36,387
shares
|
$3.32 Million
0.75% of portfolio
|
Q4 2024
Reduced 17.9%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
36,194
shares
|
$3.3 Million
0.07% of portfolio
|
Q1 2024
Added 704.67%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
36,065
shares
|
$3.29 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
36,020
shares
|
$3.28 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
36,017
shares
|
$3.28 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
36,009
shares
|
$3.28 Million
1.2% of portfolio
|
Q4 2024
Reduced 53.65%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
35,563
shares
|
$3.24 Million
0.56% of portfolio
|
Q4 2024
Reduced 70.3%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
35,535
shares
|
$3.24 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
35,363
shares
|
$3.22 Million
0.71% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
35,360
shares
|
$3.22 Million
0.09% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
35,101
shares
|
$3.2 Million
2.13% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
35,032
shares
|
$3.19 Million
1.16% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
34,972
shares
|
$3.19 Million
2.79% of portfolio
|
Q3 2024
Added 143.27%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
34,968
shares
|
$3.19 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
34,606
shares
|
$3.15 Million
0.26% of portfolio
|
Q4 2024
Added 4815.63%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
34,591
shares
|
$3.15 Million
3.17% of portfolio
|
Q4 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
34,558
shares
|
$3.15 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
34,375
shares
|
$3.13 Million
0.08% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
34,156
shares
|
$3.11 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
33,966
shares
|
$3.1 Million
0.2% of portfolio
|
Q4 2024
Added 24.51%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
33,698
shares
|
$3.07 Million
2.44% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
33,458
shares
|
$3.05 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
32,886
shares
|
$3 Million
0.05% of portfolio
|
Q4 2024
Added 46.88%
|