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 |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
797
shares
|
$72,638
0.01% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
767
shares
|
$69,904
0.01% of portfolio
|
Q4 2024
Reduced 50.58%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
750
shares
|
$68,355
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
749
shares
|
$68,263
0.01% of portfolio
|
Q1 2024
Reduced 55.34%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
740
shares
|
$67,443
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
737
shares
|
$67,170
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
731
shares
|
$66,623
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
701
shares
|
$63,889
0.01% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
700
shares
|
$63,798
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
695
shares
|
$63,342
0.01% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
688
shares
|
$62,704
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
680
shares
|
$61,975
0.02% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
675
shares
|
$61,519
0.0% of portfolio
|
Q1 2024
Reduced 8.04%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
662
shares
|
$60,334
0.02% of portfolio
|
Q2 2024
Added 101.22%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
658
shares
|
$59,970
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
639
shares
|
$58,238
0.0% of portfolio
|
Q4 2024
Reduced 72.87%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
632
shares
|
$57,600
0.01% of portfolio
|
Q4 2024
Added 96.27%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
629
shares
|
$57,327
0.01% of portfolio
|
Q1 2024
Reduced 6.54%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
624
shares
|
$56,871
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
615
shares
|
$56,051
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
610
shares
|
$55,595
0.01% of portfolio
|
Q4 2024
Reduced 24.69%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
600
shares
|
$54,684
0.01% of portfolio
|
Q1 2022
Reduced 22.08%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
565
shares
|
$51,494
0.0% of portfolio
|
Q3 2024
Added 334.62%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
545
shares
|
$49,671
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
544
shares
|
$49,580
0.0% of portfolio
|
Q4 2024
Added 27.4%
|