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 |
|---|---|---|---|---|---|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
9,052
shares
|
$824,999
0.46% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
9,047
shares
|
$824,543
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
8,976
shares
|
$818,072
0.32% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
8,929
shares
|
$813,789
0.05% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,920
shares
|
$812,968
0.16% of portfolio
|
N/A
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
8,823
shares
|
$804,128
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
8,773
shares
|
$799,571
0.12% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
8,748
shares
|
$797,292
0.54% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
8,727
shares
|
$795,378
0.34% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
8,694
shares
|
$792,371
0.08% of portfolio
|
Q3 2024
Reduced 44.95%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
8,683
shares
|
$791,368
0.07% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
8,668
shares
|
$790,001
0.31% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,662
shares
|
$789,454
0.39% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
8,639
shares
|
$787,358
0.64% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
8,625
shares
|
$786,082
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
8,579
shares
|
$781,890
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
8,559
shares
|
$780,067
0.66% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
8,391
shares
|
$764,755
0.0% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
8,385
shares
|
$764,208
0.39% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
8,379
shares
|
$763,662
0.16% of portfolio
|
Q4 2024
Reduced 50.96%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
8,377
shares
|
$763,479
0.06% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
8,375
shares
|
$763,297
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
8,365
shares
|
$762,386
0.14% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
8,362
shares
|
$762,112
0.17% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
8,350
shares
|
$761,019
0.05% of portfolio
|
Q4 2023
New holding
|