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 |
|---|---|---|---|---|---|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
8,264
shares
|
$753,180
0.1% of portfolio
|
Q4 2024
Reduced 26.98%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
8,251
shares
|
$751,996
0.03% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
8,250
shares
|
$751,905
0.25% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
8,235
shares
|
$750,537
0.0% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
8,179
shares
|
$745,434
0.43% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,146
shares
|
$742,426
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
8,114
shares
|
$739,509
0.2% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
8,096
shares
|
$737,869
0.24% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
8,055
shares
|
$734,132
0.38% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
8,037
shares
|
$732,492
0.45% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
8,035
shares
|
$732,309
0.31% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
8,024
shares
|
$731,307
0.25% of portfolio
|
Q3 2020
Added 0.3%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
8,009
shares
|
$729,940
0.05% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
7,866
shares
|
$716,907
0.02% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
7,852
shares
|
$715,631
0.32% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
7,822
shares
|
$712,897
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
7,802
shares
|
$711,074
0.51% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
7,710
shares
|
$702,689
0.01% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
7,650
shares
|
$697,221
0.16% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,608
shares
|
$693,393
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
7,596
shares
|
$692,299
0.43% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
7,589
shares
|
$691,661
0.06% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
7,562
shares
|
$689,200
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
7,540
shares
|
$687,195
0.2% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
7,539
shares
|
$687,104
0.26% of portfolio
|
Q4 2024
Reduced 10.96%
|