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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,274
shares
|
$116,112
0.04% of portfolio
|
Q4 2024
Reduced 53.3%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
1,219
shares
|
$111,099
0.08% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
1,218
shares
|
$111,008
0.0% of portfolio
|
Q4 2024
Reduced 98.83%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,208
shares
|
$110,097
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,186
shares
|
$108,092
0.0% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,179
shares
|
$107,454
0.0% of portfolio
|
Q3 2024
Reduced 39.07%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,141
shares
|
$103,990
0.01% of portfolio
|
Q3 2020
Reduced 78.71%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,120
shares
|
$102,076
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,074
shares
|
$97,884
0.04% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
1,069
shares
|
$97,428
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
1,014
shares
|
$92,415
0.03% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
1,013
shares
|
$92,324
0.02% of portfolio
|
Q4 2024
Added 64.98%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
987
shares
|
$89,955
0.05% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
956
shares
|
$87,129
0.04% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
954
shares
|
$86,947
0.03% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
935
shares
|
$85,215
0.03% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
891
shares
|
$81,205
0.0% of portfolio
|
Q4 2024
Added 206.19%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
865
shares
|
$78,836
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
850
shares
|
$77,469
0.01% of portfolio
|
Q1 2022
Reduced 9.86%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
842
shares
|
$76,739
0.01% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
835
shares
|
$76,101
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
834
shares
|
$76,010
0.02% of portfolio
|
Q4 2023
Added 701.92%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
818
shares
|
$74,552
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
813
shares
|
$74,096
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
800
shares
|
$72,912
0.05% of portfolio
|
Q2 2024
Added 100.0%
|