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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
13,568
shares
|
$1.24 Million
0.15% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
13,547
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 89.86%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
13,537
shares
|
$1.23 Million
0.46% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
13,513
shares
|
$1.23 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,486
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Reduced 34.77%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
13,395
shares
|
$1.22 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
13,315
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
13,284
shares
|
$1.21 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
13,266
shares
|
$1.21 Million
0.18% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
13,175
shares
|
$1.2 Million
0.24% of portfolio
|
Q4 2024
Reduced 40.28%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
13,168
shares
|
$1.2 Million
0.41% of portfolio
|
Q4 2024
Added 21.91%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
13,114
shares
|
$1.2 Million
0.76% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
12,999
shares
|
$1.18 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,903
shares
|
$1.18 Million
0.26% of portfolio
|
Q1 2024
Reduced 16.85%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
12,879
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
12,728
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
12,700
shares
|
$1.16 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,676
shares
|
$1.16 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
12,671
shares
|
$1.15 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
12,644
shares
|
$1.15 Million
0.72% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
12,545
shares
|
$1.14 Million
0.21% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
12,532
shares
|
$1.14 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
12,414
shares
|
$1.13 Million
0.7% of portfolio
|
Q4 2024
Reduced 55.83%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,408
shares
|
$1.13 Million
0.62% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
12,374
shares
|
$1.13 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.68%
|