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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
15,410
shares
|
$1.4 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
15,244
shares
|
$1.39 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
15,232
shares
|
$1.39 Million
0.21% of portfolio
|
Q2 2024
Added 10.57%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,200
shares
|
$1.39 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
15,091
shares
|
$1.38 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
15,078
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
15,069
shares
|
$1.37 Million
0.51% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,053
shares
|
$1.37 Million
0.14% of portfolio
|
Q4 2023
Reduced 8.24%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
15,023
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
14,882
shares
|
$1.36 Million
0.13% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
14,751
shares
|
$1.34 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
14,640
shares
|
$1.33 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
14,625
shares
|
$1.33 Million
0.34% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
14,579
shares
|
$1.33 Million
0.2% of portfolio
|
Q2 2024
Added 3.08%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
14,530
shares
|
$1.32 Million
0.65% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
14,511
shares
|
$1.32 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
14,458
shares
|
$1.32 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
14,337
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
14,313
shares
|
$1.3 Million
0.61% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
14,265
shares
|
$1.3 Million
0.67% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
14,168
shares
|
$1.29 Million
0.71% of portfolio
|
Q2 2023
Reduced 33.68%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
13,843
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 50.96%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
13,787
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
13,710
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2024
Reduced 50.25%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,698
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2023
Reduced 0.9%
|