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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
12,348
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
12,260
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
12,150
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 76.78%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
12,148
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
12,080
shares
|
$1.1 Million
0.51% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
12,039
shares
|
$1.1 Million
0.56% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
12,032
shares
|
$1.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
11,807
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
11,789
shares
|
$1.07 Million
0.54% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
11,707
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
11,647
shares
|
$1.06 Million
0.19% of portfolio
|
Q2 2023
Added 40.22%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
11,612
shares
|
$1.06 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
11,602
shares
|
$1.06 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
11,550
shares
|
$1.05 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
11,502
shares
|
$1.05 Million
0.37% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
11,491
shares
|
$1.05 Million
0.56% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,464
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2023
Added 6.61%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
11,382
shares
|
$1.04 Million
0.86% of portfolio
|
Q4 2024
Reduced 43.49%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
11,344
shares
|
$1.03 Million
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
11,290
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
11,275
shares
|
$1.03 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
11,269
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
11,245
shares
|
$1.02 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
11,204
shares
|
$1.02 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,179
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2023
Reduced 58.31%
|