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 |
|---|---|---|---|---|---|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
3,683
shares
|
$335,668
0.13% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,680
shares
|
$335,395
0.13% of portfolio
|
Q4 2024
Reduced 55.82%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
3,678
shares
|
$335,212
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
3,651
shares
|
$332,752
0.04% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,650
shares
|
$332,661
0.23% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
3,641
shares
|
$331,840
0.04% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
3,621
shares
|
$330,017
0.08% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,598
shares
|
$327,921
0.04% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
3,596
shares
|
$327,739
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
3,589
shares
|
$327,101
0.02% of portfolio
|
Q1 2024
Reduced 14.06%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,568
shares
|
$325,187
0.11% of portfolio
|
Q3 2023
Reduced 63.36%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
3,553
shares
|
$323,820
0.08% of portfolio
|
Q4 2024
Reduced 25.18%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
3,550
shares
|
$323,547
0.05% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
3,549
shares
|
$323,455
0.03% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
3,547
shares
|
$323,273
0.01% of portfolio
|
Q3 2024
Reduced 22.1%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
3,529
shares
|
$321,633
0.02% of portfolio
|
Q4 2024
Added 70.24%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
3,521
shares
|
$320,903
0.0% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,507
shares
|
$319,627
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
3,491
shares
|
$318,169
0.02% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
3,474
shares
|
$316,620
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
3,473
shares
|
$316,529
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
3,458
shares
|
$315,162
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
3,456
shares
|
$314,979
0.08% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
3,455
shares
|
$314,888
0.03% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,455
shares
|
$314,888
0.1% of portfolio
|
Q2 2024
Reduced 2.12%
|