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 1,316 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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
137,050
shares
|
$12.6 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
135,509
shares
|
$12.5 Million
1.29% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
133,596
shares
|
$12.3 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
133,097
shares
|
$12.2 Million
1.15% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
133,080
shares
|
$12.2 Million
5.7% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
131,200
shares
|
$12.1 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
130,466
shares
|
$12 Million
3.51% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
130,153
shares
|
$12 Million
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
129,772
shares
|
$11.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
127,830
shares
|
$11.8 Million
2.77% of portfolio
|
Q3 2024
Reduced 83.38%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
127,036
shares
|
$11.7 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
126,600
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
126,118
shares
|
$11.6 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
124,948
shares
|
$11.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
124,357
shares
|
$11.4 Million
7.13% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
124,045
shares
|
$11.4 Million
2.11% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
123,940
shares
|
$11.4 Million
0.33% of portfolio
|
Q3 2024
Added 40.74%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
123,262
shares
|
$11.3 Million
1.02% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
122,614
shares
|
$11.3 Million
0.86% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
122,298
shares
|
$11.2 Million
9.87% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
119,817
shares
|
$11 Million
2.7% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
119,583
shares
|
$11 Million
1.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
119,182
shares
|
$11 Million
0.31% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
118,883
shares
|
$10.9 Million
0.37% of portfolio
|
Q4 2024
Reduced 35.37%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
118,834
shares
|
$10.9 Million
0.25% of portfolio
|
Q1 2024
Added 0.56%
|