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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
22,638
shares
|
$2.06 Million
0.19% of portfolio
|
Q4 2024
Reduced 22.26%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,568
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.79%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
22,561
shares
|
$2.06 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
22,415
shares
|
$2.04 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
22,313
shares
|
$2.03 Million
0.3% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
22,184
shares
|
$2.02 Million
0.07% of portfolio
|
Q4 2024
Reduced 33.04%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
22,095
shares
|
$2.01 Million
0.12% of portfolio
|
Q4 2024
Added 272.91%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
22,035
shares
|
$2.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
22,006
shares
|
$2.01 Million
0.04% of portfolio
|
Q4 2024
Added 25.18%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
21,998
shares
|
$2 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
21,930
shares
|
$2 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
21,842
shares
|
$1.99 Million
0.83% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
21,805
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
21,735
shares
|
$1.98 Million
1.1% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
21,359
shares
|
$1.95 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
21,225
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
21,208
shares
|
$1.93 Million
0.89% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
21,154
shares
|
$1.93 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
21,151
shares
|
$1.93 Million
0.06% of portfolio
|
Q4 2024
Added 48.95%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
20,936
shares
|
$1.91 Million
0.21% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
20,907
shares
|
$1.91 Million
1.06% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
20,890
shares
|
$1.9 Million
0.27% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
20,711
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2024
Added 16.6%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
20,648
shares
|
$1.88 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
20,633
shares
|
$1.88 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.23%
|