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 |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
2,724
shares
|
$248,265
0.03% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,721
shares
|
$247,991
0.22% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
2,719
shares
|
$247,809
0.02% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
2,712
shares
|
$247,171
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,700
shares
|
$246,078
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
2,700
shares
|
$246,078
0.01% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
2,652
shares
|
$241,703
0.08% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
2,650
shares
|
$241,521
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
2,650
shares
|
$241,521
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
2,643
shares
|
$240,883
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
2,630
shares
|
$239,698
0.04% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,611
shares
|
$237,966
0.09% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
2,593
shares
|
$236,326
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
2,584
shares
|
$235,505
0.03% of portfolio
|
Q4 2024
Reduced 41.45%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,582
shares
|
$235,323
0.12% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,579
shares
|
$235,050
0.05% of portfolio
|
Q4 2024
Reduced 28.91%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,574
shares
|
$234,594
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
2,566
shares
|
$233,865
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
2,564
shares
|
$233,682
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
2,555
shares
|
$232,862
0.15% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,540
shares
|
$231,495
0.02% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
2,539
shares
|
$231,404
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
2,534
shares
|
$230,948
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
2,531
shares
|
$230,675
0.19% of portfolio
|
Q4 2024
Reduced 34.19%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,524
shares
|
$230,037
0.02% of portfolio
|
Q4 2024
Added 0.28%
|