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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
32,665
shares
|
$2.98 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
32,609
shares
|
$2.97 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
32,474
shares
|
$2.96 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,394
shares
|
$2.95 Million
1.6% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
32,394
shares
|
$2.95 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
32,380
shares
|
$2.95 Million
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
32,354
shares
|
$2.95 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
32,349
shares
|
$2.95 Million
0.43% of portfolio
|
Q3 2023
Reduced 1.5%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
32,182
shares
|
$2.93 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
31,896
shares
|
$2.91 Million
0.21% of portfolio
|
Q4 2024
Reduced 33.32%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
31,665
shares
|
$2.89 Million
0.71% of portfolio
|
Q4 2024
Reduced 30.88%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
31,400
shares
|
$2.86 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
31,244
shares
|
$2.85 Million
2.39% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
31,205
shares
|
$2.84 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
30,982
shares
|
$2.82 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
30,914
shares
|
$2.82 Million
1.2% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
30,703
shares
|
$2.8 Million
0.17% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
30,569
shares
|
$2.79 Million
3.45% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
30,383
shares
|
$2.77 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
30,364
shares
|
$2.77 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
30,308
shares
|
$2.76 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
30,240
shares
|
$2.76 Million
0.32% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
30,159
shares
|
$2.75 Million
0.09% of portfolio
|
Q4 2024
Added 101.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
29,910
shares
|
$2.73 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
29,801
shares
|
$2.72 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.1%
|