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 1,283 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
314,228
shares
|
$28.3 Million
2.47% of portfolio
|
Q3 2024
Added 21.77%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
300,000
shares
|
$27 Million
0.09% of portfolio
|
Q3 2024
Reduced 45.16%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
299,725
shares
|
$27 Million
9.66% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
298,992
shares
|
$26.9 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
297,502
shares
|
$26.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
295,823
shares
|
$26.6 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
290,570
shares
|
$26.2 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
287,960
shares
|
$25.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
285,234
shares
|
$25.7 Million
1.35% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Sovereign Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
284,538
shares
|
$25.6 Million
8.96% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
279,541
shares
|
$25.2 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
265,224
shares
|
$23.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
259,960
shares
|
$23.4 Million
0.08% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
258,611
shares
|
$23.3 Million
1.7% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
255,527
shares
|
$23 Million
2.89% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
253,242
shares
|
$22.8 Million
4.67% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
250,757
shares
|
$22.6 Million
2.49% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
250,574
shares
|
$22.6 Million
4.21% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
243,271
shares
|
$21.9 Million
0.69% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
239,731
shares
|
$21.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
234,153
shares
|
$21.1 Million
2.48% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
231,921
shares
|
$20.9 Million
9.22% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
230,591
shares
|
$20.8 Million
13.9% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
227,238
shares
|
$20.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
226,484
shares
|
$20.4 Million
3.63% of portfolio
|
Q3 2024
Added 0.21%
|