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 1,303 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
8,375
shares
|
$761,622
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
8,365
shares
|
$760,713
0.14% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
8,350
shares
|
$759,349
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
8,264
shares
|
$751,528
0.1% of portfolio
|
Q4 2024
Reduced 26.98%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
8,235
shares
|
$748,890
0.0% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
8,179
shares
|
$743,798
0.43% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
8,177
shares
|
$743,616
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
8,115
shares
|
$737,978
0.03% of portfolio
|
Q3 2024
Added 33.05%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
8,114
shares
|
$737,887
0.2% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
8,083
shares
|
$735,068
0.26% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
8,055
shares
|
$732,521
0.38% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
8,037
shares
|
$730,884
0.45% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
8,035
shares
|
$730,702
0.31% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,024
shares
|
$729,702
0.25% of portfolio
|
Q3 2020
Added 0.3%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
8,009
shares
|
$728,338
0.05% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,866
shares
|
$715,334
0.02% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
7,852
shares
|
$714,060
0.32% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
7,802
shares
|
$709,513
0.51% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
7,710
shares
|
$701,147
0.06% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
7,650
shares
|
$695,691
0.16% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
7,596
shares
|
$690,780
0.43% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
7,540
shares
|
$685,687
0.2% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
7,539
shares
|
$685,596
0.26% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
7,539
shares
|
$685,596
0.12% of portfolio
|
Q3 2024
Reduced 76.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
7,514
shares
|
$683,323
0.02% of portfolio
|
Q1 2024
Added 1072.23%
|