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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
3,850
shares
|
$350,889
0.01% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,850
shares
|
$350,889
0.05% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,848
shares
|
$350,706
0.01% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,847
shares
|
$350,615
0.11% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,847
shares
|
$350,615
0.05% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,847
shares
|
$350,615
0.16% of portfolio
|
Q4 2022
Added 13.01%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
3,840
shares
|
$349,977
0.09% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
3,837
shares
|
$349,704
0.1% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
3,832
shares
|
$349,248
0.07% of portfolio
|
Q1 2020
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
3,806
shares
|
$346,878
0.14% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
3,804
shares
|
$346,696
0.01% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
3,799
shares
|
$346,240
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
3,789
shares
|
$345,329
0.1% of portfolio
|
Q4 2024
Reduced 92.78%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,787
shares
|
$345,147
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
3,780
shares
|
$344,509
0.01% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
3,772
shares
|
$343,780
0.02% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
3,761
shares
|
$342,777
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
3,753
shares
|
$342,048
0.14% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
3,747
shares
|
$341,501
0.08% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
3,740
shares
|
$340,863
0.14% of portfolio
|
Q4 2024
Reduced 94.44%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
3,734
shares
|
$340,316
0.05% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
3,725
shares
|
$339,496
0.33% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
3,706
shares
|
$337,764
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
3,700
shares
|
$337,218
0.34% of portfolio
|
Q3 2023
Reduced 9.76%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
3,700
shares
|
$337,218
0.24% of portfolio
|
Q4 2024
Reduced 2.84%
|