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 1,241 institutions that hold shares in the stock, with a total of 216 Million shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
22,520,770
shares
|
$1.86 Billion
0.15% of portfolio
|
Q1 2024
Added 26.64%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
17,297,321
shares
|
$1.43 Billion
0.14% of portfolio
|
Q1 2024
Reduced 49.58%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
15,949,103
shares
|
$1.32 Billion
0.91% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
9,508,376
shares
|
$787 Million
0.55% of portfolio
|
Q1 2024
Added 4.5%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
6,388,566
shares
|
$529 Million
0.2% of portfolio
|
Q1 2024
Reduced 58.75%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
5,523,744
shares
|
$457 Million
0.01% of portfolio
|
Q1 2024
Reduced 28.99%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
5,410,158
shares
|
$448 Million
0.25% of portfolio
|
Q1 2024
Reduced 10.22%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
4,435,220
shares
|
$367 Million
0.56% of portfolio
|
Q1 2024
Reduced 4.79%
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,280,000
shares
|
$354 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
4,076,361
shares
|
$338 Million
0.03% of portfolio
|
Q1 2024
Reduced 13.66%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,064,972
shares
|
$337 Million
0.09% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
4,031,190
shares
|
$334 Million
0.08% of portfolio
|
Q1 2024
Reduced 6.23%
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Apr 09, 2024 Q1 2024 |
3,947,820
shares
|
$327 Million
4.88% of portfolio
|
Q1 2024
Added 4.43%
|
|
Millburn Ridgefield Corp
|
Apr 26, 2024 Q1 2024 |
3,476,657
shares
|
$288 Million
8.05% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 24, 2024 Q1 2024 |
3,476,657
shares
|
$288 Million
7.05% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
3,170,418
shares
|
$263 Million
0.72% of portfolio
|
Q1 2024
Added 31.28%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
2,824,481
shares
|
$234 Million
0.67% of portfolio
|
Q1 2024
Reduced 64.64%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
2,626,961
shares
|
$218 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
2,620,670
shares
|
$217 Million
0.06% of portfolio
|
Q1 2024
Reduced 38.15%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
2,420,806
shares
|
$200 Million
0.34% of portfolio
|
Q1 2024
Reduced 6.98%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
2,288,815
shares
|
$190 Million
0.64% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
2,093,871
shares
|
$173 Million
0.46% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,895,974
shares
|
$157 Million
0.38% of portfolio
|
Q1 2024
Added 433.29%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,842,123
shares
|
$153 Million
0.04% of portfolio
|
Q1 2024
Reduced 16.17%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
1,571,833
shares
|
$130 Million
0.43% of portfolio
|
Q1 2024
Reduced 3.59%
|