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 |
|---|---|---|---|---|---|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
100,623
shares
|
$9.06 Million
0.11% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
100,546
shares
|
$9.06 Million
0.14% of portfolio
|
Q4 2022
Reduced 0.77%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
100,502
shares
|
$9.05 Million
4.47% of portfolio
|
Q3 2024
Reduced 15.32%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
100,316
shares
|
$9.04 Million
3.15% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
99,904
shares
|
$9 Million
1.51% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
99,584
shares
|
$8.97 Million
3.55% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
99,209
shares
|
$8.94 Million
0.28% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
98,881
shares
|
$8.91 Million
2.13% of portfolio
|
Q3 2024
Added 53.17%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
98,510
shares
|
$8.87 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,757
shares
|
$8.71 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
96,117
shares
|
$8.66 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
95,820
shares
|
$8.63 Million
0.21% of portfolio
|
Q3 2024
Reduced 17.4%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
94,994
shares
|
$8.56 Million
1.42% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
94,384
shares
|
$8.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
93,898
shares
|
$8.46 Million
0.57% of portfolio
|
Q3 2023
Reduced 49.93%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
92,828
shares
|
$8.36 Million
0.45% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
91,876
shares
|
$8.28 Million
0.37% of portfolio
|
Q3 2024
Added 31.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
91,207
shares
|
$8.22 Million
0.01% of portfolio
|
Q3 2024
Added 81.32%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
90,909
shares
|
$8.19 Million
5.87% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
90,884
shares
|
$8.19 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
89,900
shares
|
$8.1 Million
0.25% of portfolio
|
Q2 2020
Added 34.69%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
88,526
shares
|
$7.97 Million
4.3% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
88,435
shares
|
$7.97 Million
1.28% of portfolio
|
Q1 2023
Added 2.24%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
88,407
shares
|
$7.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
88,047
shares
|
$7.93 Million
0.41% of portfolio
|
Q3 2024
Reduced 10.25%
|