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 |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,117
shares
|
$283,459
0.03% of portfolio
|
Q3 2023
Reduced 2.04%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,114
shares
|
$283,187
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
3,098
shares
|
$281,732
0.01% of portfolio
|
Q2 2024
Reduced 52.94%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
3,091
shares
|
$281,095
0.12% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
3,084
shares
|
$280,458
0.14% of portfolio
|
Q3 2022
Reduced 4.31%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
3,081
shares
|
$280,186
0.08% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
3,077
shares
|
$279,822
0.17% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
3,066
shares
|
$278,822
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
3,048
shares
|
$277,185
0.03% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,038
shares
|
$276,275
0.07% of portfolio
|
Q1 2023
Reduced 19.48%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,020
shares
|
$274,638
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
3,013
shares
|
$274,002
0.18% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
3,000
shares
|
$272,820
0.03% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,998
shares
|
$272,638
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,993
shares
|
$272,183
0.07% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
2,984
shares
|
$271,364
0.01% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
2,966
shares
|
$269,728
0.14% of portfolio
|
Q4 2023
Reduced 6.29%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,955
shares
|
$268,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,952
shares
|
$268,454
0.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,940
shares
|
$267,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,920
shares
|
$265,544
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
2,920
shares
|
$265,544
0.21% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
2,908
shares
|
$264,453
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
2,867
shares
|
$260,724
0.03% of portfolio
|
Q3 2024
Reduced 65.4%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
2,866
shares
|
$260,634
0.04% of portfolio
|
Q3 2024
Reduced 16.44%
|