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 |
|---|---|---|---|---|---|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
166,151
shares
|
$15.1 Million
6.02% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
164,705
shares
|
$15 Million
6.62% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
164,282
shares
|
$15 Million
1.5% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
164,237
shares
|
$15 Million
2.97% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
164,214
shares
|
$15 Million
0.16% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
159,336
shares
|
$14.5 Million
2.59% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
158,266
shares
|
$14.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
156,650
shares
|
$14.3 Million
0.45% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
155,737
shares
|
$14.2 Million
0.03% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
154,918
shares
|
$14.1 Million
8.04% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
154,661
shares
|
$14.1 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
153,262
shares
|
$14 Million
1.43% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
151,611
shares
|
$13.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
150,000
shares
|
$13.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
149,741
shares
|
$13.6 Million
5.61% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
146,754
shares
|
$13.4 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
146,357
shares
|
$13.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
143,755
shares
|
$13.1 Million
0.03% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
142,733
shares
|
$13 Million
6.21% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
142,354
shares
|
$13 Million
3.41% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
142,216
shares
|
$13 Million
0.1% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
141,264
shares
|
$12.9 Million
0.78% of portfolio
|
Q3 2023
New holding
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
141,134
shares
|
$12.9 Million
5.15% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
140,284
shares
|
$12.8 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
140,105
shares
|
$12.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.79%
|