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 |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
1,866
shares
|
$170,067
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,844
shares
|
$168,062
0.01% of portfolio
|
Q3 2024
Added 1781.63%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,760
shares
|
$160,406
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,706
shares
|
$155,484
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,692
shares
|
$154,208
0.02% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,683
shares
|
$153,388
0.03% of portfolio
|
Q2 2024
Reduced 20.01%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,650
shares
|
$150,381
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
1,610
shares
|
$146,735
0.05% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,582
shares
|
$144,183
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
1,529
shares
|
$139,353
0.0% of portfolio
|
Q2 2024
Added 6.18%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,517
shares
|
$138,259
0.0% of portfolio
|
Q4 2024
Reduced 43.5%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
1,488
shares
|
$135,616
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,487
shares
|
$135,525
0.05% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
1,482
shares
|
$135,069
0.02% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
1,430
shares
|
$130,330
0.09% of portfolio
|
Q4 2023
Reduced 26.85%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,388
shares
|
$126,502
0.02% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,366
shares
|
$124,497
0.09% of portfolio
|
Q4 2024
Reduced 37.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,364
shares
|
$124,314
0.01% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,358
shares
|
$123,768
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,337
shares
|
$121,854
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,326
shares
|
$120,851
0.01% of portfolio
|
Q4 2024
Added 1517.07%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,300
shares
|
$118,482
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,293
shares
|
$117,844
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,291
shares
|
$117,661
0.01% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
1,277
shares
|
$116,385
0.1% of portfolio
|
Q4 2024
Added 1.43%
|