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 1,389 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 $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
69,524
shares
|
$6.57 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
69,293
shares
|
$6.55 Million
4.05% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
68,894
shares
|
$6.51 Million
0.36% of portfolio
|
Q4 2024
Reduced 21.09%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
68,592
shares
|
$6.48 Million
0.95% of portfolio
|
Q4 2024
Added 517.33%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
68,529
shares
|
$6.48 Million
5.26% of portfolio
|
Q4 2024
Reduced 15.36%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
68,475
shares
|
$6.47 Million
0.12% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
68,060
shares
|
$6.43 Million
4.37% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
67,885
shares
|
$6.42 Million
2.38% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
67,754
shares
|
$6.4 Million
1.86% of portfolio
|
Q2 2022
Reduced 6.46%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
67,731
shares
|
$6.4 Million
3.36% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
67,476
shares
|
$6.38 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
66,687
shares
|
$6.3 Million
0.29% of portfolio
|
Q4 2024
Added 638.83%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
65,937
shares
|
$6.23 Million
1.86% of portfolio
|
Q1 2023
Reduced 6.04%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
65,881
shares
|
$6.23 Million
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
65,856
shares
|
$6.22 Million
0.01% of portfolio
|
Q4 2024
Added 187.43%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
65,710
shares
|
$6.21 Million
0.32% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
65,430
shares
|
$6.18 Million
0.29% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
65,116
shares
|
$6.15 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.22%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
64,832
shares
|
$6.13 Million
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
64,708
shares
|
$6.12 Million
0.14% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
64,487
shares
|
$6.1 Million
4.82% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
63,658
shares
|
$6.02 Million
0.97% of portfolio
|
Q4 2022
Added 1.34%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
63,658
shares
|
$6.02 Million
0.96% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
63,147
shares
|
$5.97 Million
0.2% of portfolio
|
Q4 2024
Reduced 31.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
63,027
shares
|
$5.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 30.9%
|