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 |
|---|---|---|---|---|---|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
4,358
shares
|
$397,188
0.07% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
4,354
shares
|
$396,823
0.01% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
4,349
shares
|
$396,367
0.08% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
4,332
shares
|
$394,818
0.41% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
4,321
shares
|
$393,815
0.04% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
4,296
shares
|
$391,537
0.14% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
4,268
shares
|
$388,985
0.1% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
4,265
shares
|
$388,712
0.09% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,257
shares
|
$387,982
0.04% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,253
shares
|
$387,618
0.03% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
4,195
shares
|
$382,332
0.06% of portfolio
|
Q4 2024
Reduced 47.94%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
4,191
shares
|
$381,967
0.04% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
4,188
shares
|
$381,694
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
4,188
shares
|
$381,694
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
4,164
shares
|
$379,506
0.0% of portfolio
|
Q4 2024
Added 23.09%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
4,163
shares
|
$379,415
0.08% of portfolio
|
Q3 2024
Reduced 21.39%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
4,150
shares
|
$378,231
0.01% of portfolio
|
Q4 2023
Reduced 16.36%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
4,142
shares
|
$377,501
0.13% of portfolio
|
Q3 2023
Reduced 4.72%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,126
shares
|
$376,043
0.02% of portfolio
|
Q2 2022
Added 29.18%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
4,121
shares
|
$375,587
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
4,110
shares
|
$374,585
0.18% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
4,101
shares
|
$373,765
0.08% of portfolio
|
Q4 2024
Reduced 24.9%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,090
shares
|
$372,762
0.02% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
4,071
shares
|
$371,030
0.0% of portfolio
|
Q4 2024
Added 31.32%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
4,053
shares
|
$369,390
0.05% of portfolio
|
Q3 2024
Reduced 1.29%
|