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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
506,676
shares
|
$46.2 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
477,677
shares
|
$43.5 Million
5.94% of portfolio
|
Q4 2024
Reduced 8.21%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
472,229
shares
|
$43 Million
8.11% of portfolio
|
Q4 2022
Added 1.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
465,141
shares
|
$42.4 Million
0.26% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
459,752
shares
|
$41.9 Million
3.26% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
443,904
shares
|
$40.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
441,515
shares
|
$40.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 31.72%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
431,062
shares
|
$39.3 Million
0.01% of portfolio
|
Q4 2024
Added 15.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
422,663
shares
|
$38.5 Million
0.04% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
389,829
shares
|
$35.5 Million
0.34% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
378,386
shares
|
$34.5 Million
2.07% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
377,579
shares
|
$34.4 Million
0.91% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
373,870
shares
|
$34.1 Million
0.41% of portfolio
|
Q4 2024
Reduced 41.08%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
362,245
shares
|
$33 Million
8.48% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
361,850
shares
|
$33 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
360,268
shares
|
$32.8 Million
0.03% of portfolio
|
Q4 2024
Added 65.04%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
357,314
shares
|
$32.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
350,888
shares
|
$32 Million
2.29% of portfolio
|
Q4 2023
Added 8.01%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
349,094
shares
|
$31.8 Million
1.79% of portfolio
|
Q4 2023
Reduced 19.27%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
343,489
shares
|
$31.3 Million
4.12% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
340,380
shares
|
$31 Million
5.42% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
332,458
shares
|
$30.3 Million
6.91% of portfolio
|
Q4 2024
Reduced 36.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
323,572
shares
|
$29.5 Million
0.33% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
319,342
shares
|
$29.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
319,103
shares
|
$29.1 Million
0.17% of portfolio
|
Q4 2024
Added 7.26%
|