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 |
|---|---|---|---|---|---|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
96,724
shares
|
$8.82 Million
4.27% of portfolio
|
Q4 2024
New holding
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
96,708
shares
|
$8.81 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
95,921
shares
|
$8.74 Million
0.07% of portfolio
|
Q4 2024
Reduced 46.52%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
94,460
shares
|
$8.61 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
94,161
shares
|
$8.58 Million
0.29% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
93,898
shares
|
$8.56 Million
0.57% of portfolio
|
Q3 2023
Reduced 49.93%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
93,736
shares
|
$8.54 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
93,475
shares
|
$8.52 Million
1.19% of portfolio
|
Q2 2023
Added 5.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
93,340
shares
|
$8.51 Million
0.1% of portfolio
|
Q4 2024
Added 127.95%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
93,192
shares
|
$8.49 Million
0.43% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
92,620
shares
|
$8.44 Million
5.78% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
91,082
shares
|
$8.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
90,011
shares
|
$8.2 Million
0.61% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
89,900
shares
|
$8.19 Million
0.25% of portfolio
|
Q2 2020
Added 34.69%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
89,751
shares
|
$8.18 Million
0.09% of portfolio
|
Q4 2024
Added 59.99%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
89,029
shares
|
$8.11 Million
0.02% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
87,675
shares
|
$7.99 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
87,362
shares
|
$7.96 Million
3.63% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
87,227
shares
|
$7.95 Million
0.58% of portfolio
|
Q4 2024
Added 64.08%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
87,029
shares
|
$7.93 Million
3.5% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
84,713
shares
|
$7.72 Million
2.96% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
83,992
shares
|
$7.66 Million
0.41% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
83,204
shares
|
$7.58 Million
1.17% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
83,150
shares
|
$7.58 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
83,049
shares
|
$7.57 Million
1.05% of portfolio
|
Q4 2024
Reduced 8.62%
|