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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
40,983
shares
|
$3.78 Million
0.74% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
40,948
shares
|
$3.78 Million
0.07% of portfolio
|
Q3 2024
Added 34.52%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
40,799
shares
|
$3.76 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
40,679
shares
|
$3.75 Million
1.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
40,678
shares
|
$3.75 Million
0.26% of portfolio
|
Q4 2022
Reduced 12.92%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
40,650
shares
|
$3.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
40,512
shares
|
$3.74 Million
0.28% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
40,484
shares
|
$3.73 Million
1.53% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
40,309
shares
|
$3.72 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
40,304
shares
|
$3.72 Million
1.62% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
40,301
shares
|
$3.72 Million
0.44% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
39,874
shares
|
$3.68 Million
0.6% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
39,332
shares
|
$3.63 Million
0.39% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
39,295
shares
|
$3.62 Million
2.54% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
39,191
shares
|
$3.61 Million
1.76% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
38,631
shares
|
$3.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 80.11%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
38,509
shares
|
$3.55 Million
0.65% of portfolio
|
Q3 2024
Added 42.22%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
38,068
shares
|
$3.51 Million
1.38% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
37,674
shares
|
$3.47 Million
2.97% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
37,039
shares
|
$3.41 Million
0.08% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
36,643
shares
|
$3.38 Million
0.39% of portfolio
|
Q3 2024
Reduced 73.59%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
36,549
shares
|
$3.37 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
36,490
shares
|
$3.36 Million
0.07% of portfolio
|
Q2 2024
Reduced 17.02%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
36,482
shares
|
$3.36 Million
0.48% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
36,469
shares
|
$3.36 Million
2.2% of portfolio
|
Q3 2023
Added 3.22%
|