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 |
|---|---|---|---|---|---|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
4,050
shares
|
$369,117
0.03% of portfolio
|
Q4 2024
Reduced 27.03%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,036
shares
|
$367,841
0.19% of portfolio
|
Q4 2023
Reduced 1.42%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
4,032
shares
|
$367,476
0.1% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,024
shares
|
$366,747
0.03% of portfolio
|
Q4 2024
Added 23.93%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
4,014
shares
|
$365,835
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
4,009
shares
|
$365,380
0.02% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
4,008
shares
|
$365,289
0.11% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
3,974
shares
|
$362,190
0.02% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
3,959
shares
|
$360,823
0.09% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,957
shares
|
$360,640
0.2% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
3,929
shares
|
$358,089
0.22% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,927
shares
|
$357,906
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
3,925
shares
|
$357,724
0.02% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
3,915
shares
|
$356,813
0.03% of portfolio
|
Q4 2024
Reduced 90.34%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
3,911
shares
|
$356,448
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
3,910
shares
|
$356,357
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
3,910
shares
|
$356,357
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,900
shares
|
$355,446
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,892
shares
|
$354,716
0.02% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,881
shares
|
$353,714
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
3,865
shares
|
$352,256
0.01% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
3,861
shares
|
$351,891
0.0% of portfolio
|
Q4 2024
Added 30.79%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,859
shares
|
$351,709
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,857
shares
|
$351,526
0.17% of portfolio
|
Q2 2023
Added 12.06%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
3,855
shares
|
$351,344
0.03% of portfolio
|
Q4 2024
Added 0.13%
|