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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
20,536
shares
|
$1.87 Million
0.67% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
20,332
shares
|
$1.85 Million
0.27% of portfolio
|
Q2 2024
Added 4.41%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
20,298
shares
|
$1.85 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
20,290
shares
|
$1.85 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
20,265
shares
|
$1.85 Million
0.03% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
20,249
shares
|
$1.85 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
20,225
shares
|
$1.84 Million
1.44% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
20,199
shares
|
$1.84 Million
0.33% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
20,195
shares
|
$1.84 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
20,178
shares
|
$1.84 Million
0.08% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
19,980
shares
|
$1.82 Million
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
19,642
shares
|
$1.79 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
19,588
shares
|
$1.79 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
19,569
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
19,400
shares
|
$1.77 Million
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
19,380
shares
|
$1.77 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
19,253
shares
|
$1.75 Million
1.24% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
19,190
shares
|
$1.75 Million
3.1% of portfolio
|
Q3 2022
Reduced 7.27%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
19,116
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
19,053
shares
|
$1.74 Million
0.18% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
19,033
shares
|
$1.73 Million
0.59% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
19,026
shares
|
$1.73 Million
0.46% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
18,943
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
18,817
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2024
Added 31.54%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
18,590
shares
|
$1.69 Million
0.22% of portfolio
|
Q4 2024
Reduced 49.27%
|