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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
29,736
shares
|
$2.71 Million
0.27% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
29,431
shares
|
$2.68 Million
0.2% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
29,223
shares
|
$2.66 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
29,150
shares
|
$2.66 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,988
shares
|
$2.64 Million
0.36% of portfolio
|
Q4 2024
Added 866.91%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
28,788
shares
|
$2.62 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
28,132
shares
|
$2.56 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
27,957
shares
|
$2.55 Million
0.5% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
27,815
shares
|
$2.54 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
27,767
shares
|
$2.53 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
27,600
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
27,579
shares
|
$2.51 Million
0.56% of portfolio
|
Q2 2022
Reduced 4.68%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
27,566
shares
|
$2.51 Million
0.38% of portfolio
|
Q4 2024
Added 24.22%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,365
shares
|
$2.49 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
26,958
shares
|
$2.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
26,923
shares
|
$2.45 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
26,816
shares
|
$2.44 Million
0.38% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
26,543
shares
|
$2.42 Million
0.05% of portfolio
|
Q4 2024
Reduced 56.48%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
26,482
shares
|
$2.41 Million
2.48% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
26,222
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
26,138
shares
|
$2.38 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
25,907
shares
|
$2.36 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
25,728
shares
|
$2.34 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
25,639
shares
|
$2.34 Million
0.17% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
25,411
shares
|
$2.32 Million
1.65% of portfolio
|
Q4 2024
New holding
|