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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,239
shares
|
$477,482
0.6% of portfolio
|
Q3 2022
Added 20.33%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
5,235
shares
|
$477,117
0.54% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
5,212
shares
|
$475,021
0.12% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,187
shares
|
$472,743
0.01% of portfolio
|
Q4 2024
Added 30.75%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
5,178
shares
|
$471,922
0.29% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
5,173
shares
|
$471,467
0.08% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
5,165
shares
|
$470,738
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
5,142
shares
|
$468,641
0.05% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,132
shares
|
$467,730
0.03% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
5,074
shares
|
$462,444
0.0% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
5,058
shares
|
$460,986
0.02% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,039
shares
|
$459,254
0.05% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
5,035
shares
|
$458,889
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
5,021
shares
|
$457,613
0.09% of portfolio
|
Q4 2024
Reduced 28.94%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
5,005
shares
|
$456,155
0.11% of portfolio
|
Q1 2023
Reduced 45.14%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
5,004
shares
|
$456,064
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
5,000
shares
|
$455,700
0.07% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$455,700
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
4,992
shares
|
$454,970
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,985
shares
|
$454,332
0.03% of portfolio
|
Q3 2022
Reduced 28.47%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
4,964
shares
|
$452,418
0.04% of portfolio
|
Q4 2024
Added 34.89%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,960
shares
|
$452,054
0.29% of portfolio
|
Q4 2024
Reduced 22.37%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
4,944
shares
|
$450,596
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,926
shares
|
$448,955
0.15% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
4,863
shares
|
$443,213
0.2% of portfolio
|
Q4 2024
Added 0.43%
|