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 |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
118,129
shares
|
$10.9 Million
5.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
117,575
shares
|
$10.8 Million
2.89% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
115,608
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.76%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
114,308
shares
|
$10.5 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
113,919
shares
|
$10.5 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
112,435
shares
|
$10.3 Million
4.52% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
110,993
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Added 63.86%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
110,738
shares
|
$10.2 Million
3.22% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
109,700
shares
|
$10.1 Million
0.26% of portfolio
|
Q3 2024
Added 104.28%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
109,474
shares
|
$10.1 Million
2.3% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
109,406
shares
|
$10.1 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
107,915
shares
|
$9.92 Million
3.93% of portfolio
|
Q1 2023
Added 19.71%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
107,602
shares
|
$9.89 Million
1.93% of portfolio
|
Q3 2024
Added 93.81%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
107,237
shares
|
$9.86 Million
0.47% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
106,533
shares
|
$9.8 Million
1.92% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
105,859
shares
|
$9.73 Million
1.24% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
104,673
shares
|
$9.62 Million
0.34% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
104,637
shares
|
$9.62 Million
0.72% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
104,463
shares
|
$9.61 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
103,596
shares
|
$9.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 81.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
103,536
shares
|
$9.52 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
103,257
shares
|
$9.49 Million
1.86% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
102,004
shares
|
$9.38 Million
0.37% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
100,623
shares
|
$9.25 Million
0.11% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
100,546
shares
|
$9.25 Million
0.14% of portfolio
|
Q4 2022
Reduced 0.77%
|