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 |
|---|---|---|---|---|---|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
7,503
shares
|
$682,322
0.16% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
7,490
shares
|
$681,140
0.06% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,464
shares
|
$678,776
0.08% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
7,449
shares
|
$677,412
0.24% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
7,447
shares
|
$677,230
0.01% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
7,435
shares
|
$676,138
0.08% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
7,422
shares
|
$674,956
0.07% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
7,377
shares
|
$670,864
0.23% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
7,377
shares
|
$670,864
0.01% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
7,370
shares
|
$670,227
0.29% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
7,362
shares
|
$669,500
0.56% of portfolio
|
Q4 2022
Reduced 16.88%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
7,267
shares
|
$660,860
0.61% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,265
shares
|
$660,679
0.01% of portfolio
|
Q3 2024
Added 13.69%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
7,201
shares
|
$654,858
0.02% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
7,157
shares
|
$650,857
0.06% of portfolio
|
Q3 2023
Reduced 17.45%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
7,105
shares
|
$646,128
0.16% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,066
shares
|
$642,582
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,000
shares
|
$636,580
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
6,948
shares
|
$631,851
0.4% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,919
shares
|
$629,213
0.01% of portfolio
|
Q2 2024
Reduced 24.88%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
6,904
shares
|
$627,849
0.12% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
6,894
shares
|
$626,940
0.49% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,890
shares
|
$626,576
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
6,873
shares
|
$625,030
0.0% of portfolio
|
Q3 2024
Reduced 46.98%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
6,863
shares
|
$624,121
0.19% of portfolio
|
Q4 2024
New holding
|