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 |
|---|---|---|---|---|---|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
9,829
shares
|
$895,815
0.14% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,792
shares
|
$892,442
0.06% of portfolio
|
Q4 2023
Reduced 50.64%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
9,758
shares
|
$889,344
0.25% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
9,698
shares
|
$883,875
0.34% of portfolio
|
Q3 2024
Added 23.91%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
9,676
shares
|
$881,870
0.66% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
9,672
shares
|
$881,506
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
9,668
shares
|
$881,141
0.28% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
9,658
shares
|
$880,230
0.05% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
9,652
shares
|
$879,683
0.02% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
9,626
shares
|
$877,313
0.07% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
9,557
shares
|
$871,024
0.43% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
9,557
shares
|
$871,024
0.31% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
9,522
shares
|
$867,835
0.74% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
9,462
shares
|
$862,366
0.43% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
9,405
shares
|
$857,171
0.68% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
9,388
shares
|
$855,622
0.06% of portfolio
|
Q4 2024
Reduced 50.69%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
9,375
shares
|
$854,437
0.17% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
9,368
shares
|
$853,799
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,336
shares
|
$850,883
0.03% of portfolio
|
Q4 2024
Added 88.72%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
9,321
shares
|
$849,515
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
9,316
shares
|
$849,060
0.45% of portfolio
|
Q4 2024
Reduced 22.42%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
9,309
shares
|
$848,422
0.65% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,241
shares
|
$842,224
0.1% of portfolio
|
Q4 2024
Reduced 81.99%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
9,235
shares
|
$841,677
0.08% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
9,195
shares
|
$838,032
0.37% of portfolio
|
Q1 2023
Reduced 35.11%
|