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 1,282 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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Oct 24, 2024 Q3 2024 |
62,716
shares
|
$5.78 Million
6.78% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
62,467
shares
|
$5.76 Million
7.8% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
62,252
shares
|
$5.74 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
62,141
shares
|
$5.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
62,021
shares
|
$5.72 Million
1.67% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
61,333
shares
|
$5.65 Million
0.25% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
60,996
shares
|
$5.62 Million
0.13% of portfolio
|
Q3 2024
Added 117.77%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
60,697
shares
|
$5.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
60,485
shares
|
$5.58 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
60,455
shares
|
$5.57 Million
1.7% of portfolio
|
Q3 2023
Reduced 0.59%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
59,993
shares
|
$5.53 Million
0.05% of portfolio
|
Q3 2024
Added 19.0%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
59,549
shares
|
$5.49 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
59,409
shares
|
$5.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
59,045
shares
|
$5.44 Million
0.16% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
58,556
shares
|
$5.4 Million
0.79% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
58,015
shares
|
$5.35 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
57,930
shares
|
$5.34 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
57,462
shares
|
$5.3 Million
0.35% of portfolio
|
Q4 2023
Added 1.18%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
56,814
shares
|
$5.24 Million
0.73% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
56,097
shares
|
$5.17 Million
0.08% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
56,003
shares
|
$5.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
55,634
shares
|
$5.13 Million
2.63% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
55,576
shares
|
$5.12 Million
3.18% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
55,313
shares
|
$5.1 Million
3.02% of portfolio
|
Q4 2023
Reduced 20.49%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
53,547
shares
|
$4.94 Million
0.47% of portfolio
|
Q3 2024
Added 3.99%
|