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 |
|---|---|---|---|---|---|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
3,157
shares
|
$287,728
0.02% of portfolio
|
Q4 2024
Reduced 81.13%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
3,155
shares
|
$287,546
0.22% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
3,133
shares
|
$285,541
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
3,126
shares
|
$284,903
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,117
shares
|
$284,083
0.03% of portfolio
|
Q3 2023
Reduced 2.04%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,114
shares
|
$283,809
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
3,107
shares
|
$283,171
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 30, 2025 Q4 2024 |
3,099
shares
|
$282,442
0.2% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
3,091
shares
|
$281,713
0.12% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Fluent Financial, LLC
|
Mar 03, 2025 Q4 2024 |
3,084
shares
|
$281,075
0.12% of portfolio
|
Q3 2022
Reduced 4.31%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
3,081
shares
|
$280,802
0.08% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
3,079
shares
|
$280,620
0.04% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
3,078
shares
|
$280,528
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
3,066
shares
|
$279,435
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
3,063
shares
|
$279,161
0.17% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
3,048
shares
|
$277,794
0.05% of portfolio
|
Q4 2024
Reduced 53.91%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
3,048
shares
|
$277,794
0.03% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,038
shares
|
$276,883
0.07% of portfolio
|
Q1 2023
Reduced 19.48%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
3,036
shares
|
$276,701
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
3,020
shares
|
$275,242
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
3,013
shares
|
$274,604
0.18% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
3,000
shares
|
$273,420
0.03% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$273,420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
2,984
shares
|
$271,961
0.01% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
2,980
shares
|
$271,597
0.1% of portfolio
|
Q4 2024
Reduced 9.17%
|