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 |
|---|---|---|---|---|---|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
25,395
shares
|
$2.31 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,306
shares
|
$2.31 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
25,297
shares
|
$2.31 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
25,165
shares
|
$2.29 Million
1.15% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
25,011
shares
|
$2.28 Million
0.03% of portfolio
|
Q3 2024
Added 73.55%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
24,970
shares
|
$2.28 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
24,912
shares
|
$2.27 Million
1.45% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
24,272
shares
|
$2.21 Million
0.52% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
24,188
shares
|
$2.2 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
24,073
shares
|
$2.19 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
23,999
shares
|
$2.19 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
23,785
shares
|
$2.17 Million
0.06% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
23,691
shares
|
$2.16 Million
0.81% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23,667
shares
|
$2.16 Million
0.54% of portfolio
|
Q3 2023
New holding
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
23,602
shares
|
$2.15 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
23,529
shares
|
$2.14 Million
0.13% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
23,446
shares
|
$2.14 Million
0.86% of portfolio
|
Q1 2024
Reduced 6.46%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
23,438
shares
|
$2.14 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
23,318
shares
|
$2.13 Million
1.62% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
23,078
shares
|
$2.1 Million
0.64% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
23,045
shares
|
$2.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Jan 24, 2025 Q4 2024 |
22,796
shares
|
$2.08 Million
2.38% of portfolio
|
Q4 2024
Reduced 63.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
22,794
shares
|
$2.08 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.5%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
22,764
shares
|
$2.07 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
22,666
shares
|
$2.07 Million
0.9% of portfolio
|
Q4 2024
Reduced 9.82%
|