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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
17,218
shares
|
$1.57 Million
0.23% of portfolio
|
Q4 2024
Reduced 75.72%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
17,117
shares
|
$1.56 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
17,069
shares
|
$1.56 Million
1.12% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
17,063
shares
|
$1.56 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
17,033
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
16,995
shares
|
$1.55 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
16,954
shares
|
$1.55 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
16,745
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
Added 21.18%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
16,689
shares
|
$1.52 Million
1.09% of portfolio
|
Q4 2024
Reduced 67.34%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
16,566
shares
|
$1.51 Million
0.07% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
16,553
shares
|
$1.51 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
16,530
shares
|
$1.51 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
16,485
shares
|
$1.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 17.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
16,459
shares
|
$1.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
16,281
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
16,281
shares
|
$1.48 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
16,261
shares
|
$1.48 Million
0.28% of portfolio
|
Q4 2024
Added 312.93%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
16,141
shares
|
$1.47 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
16,119
shares
|
$1.47 Million
0.41% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
16,103
shares
|
$1.47 Million
1.01% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
15,969
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
15,820
shares
|
$1.44 Million
0.66% of portfolio
|
Q4 2023
Reduced 13.28%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
15,689
shares
|
$1.43 Million
0.52% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
15,636
shares
|
$1.43 Million
0.32% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
15,563
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Added 6.46%
|