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 1,396 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 $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
81,838
shares
|
$7.59 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
81,512
shares
|
$7.56 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
80,652
shares
|
$7.48 Million
4.95% of portfolio
|
Q4 2022
Reduced 1.08%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
80,352
shares
|
$7.45 Million
6.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
80,316
shares
|
$7.45 Million
2.41% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
80,264
shares
|
$7.44 Million
0.88% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
77,068
shares
|
$7.15 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
76,914
shares
|
$7.13 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
76,827
shares
|
$7.12 Million
0.12% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
76,212
shares
|
$7.07 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
75,758
shares
|
$7.03 Million
0.97% of portfolio
|
Q4 2024
Added 176.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
75,462
shares
|
$7 Million
0.19% of portfolio
|
Q4 2024
Reduced 60.68%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
75,207
shares
|
$6.97 Million
1.3% of portfolio
|
Q4 2024
Reduced 11.64%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
74,742
shares
|
$6.93 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
74,568
shares
|
$6.92 Million
0.09% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
73,965
shares
|
$6.86 Million
0.26% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
73,228
shares
|
$6.79 Million
0.92% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
72,896
shares
|
$6.76 Million
0.06% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
72,398
shares
|
$6.71 Million
4.3% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
72,153
shares
|
$6.69 Million
0.58% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
72,120
shares
|
$6.69 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
71,431
shares
|
$6.62 Million
1.84% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
70,341
shares
|
$6.52 Million
0.15% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
69,671
shares
|
$6.46 Million
0.17% of portfolio
|
Q4 2024
Reduced 45.16%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
69,524
shares
|
$6.45 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.51%
|