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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,153
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2022
Reduced 0.14%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
11,061
shares
|
$1.01 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
11,040
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
10,965
shares
|
$999,350
0.91% of portfolio
|
Q1 2024
Added 0.46%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
10,963
shares
|
$999,167
0.01% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
10,927
shares
|
$995,886
0.28% of portfolio
|
Q2 2024
Reduced 41.9%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
10,909
shares
|
$994,246
0.12% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
10,896
shares
|
$993,061
0.07% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
10,840
shares
|
$987,957
0.89% of portfolio
|
Q4 2023
Added 32.41%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
10,711
shares
|
$976,200
0.22% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
10,693
shares
|
$974,560
0.09% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
10,651
shares
|
$970,732
0.2% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
10,601
shares
|
$966,175
0.58% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
10,567
shares
|
$963,076
0.51% of portfolio
|
Q4 2024
Added 88.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
10,553
shares
|
$961,800
0.1% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
10,534
shares
|
$960,068
0.65% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
10,405
shares
|
$948,311
0.05% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
10,399
shares
|
$947,764
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
10,346
shares
|
$942,934
0.19% of portfolio
|
Q4 2024
Added 283.19%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,345
shares
|
$942,843
0.08% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
10,190
shares
|
$928,716
0.17% of portfolio
|
Q1 2023
Reduced 7.48%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
10,096
shares
|
$920,149
0.01% of portfolio
|
Q4 2024
Added 17.63%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
10,027
shares
|
$913,860
0.57% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
9,996
shares
|
$911,035
0.28% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
9,847
shares
|
$897,455
0.72% of portfolio
|
Q2 2024
Reduced 1.08%
|