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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
36,020
shares
|
$3.32 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
36,017
shares
|
$3.32 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
35,523
shares
|
$3.28 Million
0.08% of portfolio
|
Q2 2024
Reduced 74.61%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
35,297
shares
|
$3.25 Million
2.17% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
35,123
shares
|
$3.24 Million
0.2% of portfolio
|
Q3 2024
Reduced 20.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
34,995
shares
|
$3.23 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
34,972
shares
|
$3.22 Million
2.79% of portfolio
|
Q3 2024
Added 143.27%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
34,782
shares
|
$3.21 Million
0.93% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
34,724
shares
|
$3.2 Million
3.32% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
34,610
shares
|
$3.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.85%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
34,558
shares
|
$3.19 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
34,538
shares
|
$3.18 Million
0.71% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
34,401
shares
|
$3.17 Million
0.05% of portfolio
|
Q3 2024
Added 27.24%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
34,375
shares
|
$3.17 Million
0.08% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
34,193
shares
|
$3.15 Million
1.17% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
34,043
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Added 23.98%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
33,698
shares
|
$3.11 Million
2.24% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
33,654
shares
|
$3.1 Million
1.87% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
33,601
shares
|
$3.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 62.63%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
33,584
shares
|
$3.1 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
33,509
shares
|
$3.09 Million
1.22% of portfolio
|
Q3 2024
Reduced 47.9%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
33,392
shares
|
$3.08 Million
0.14% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
33,329
shares
|
$3.07 Million
0.61% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
33,297
shares
|
$3.07 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
33,271
shares
|
$3.07 Million
0.05% of portfolio
|
Q3 2024
Added 0.45%
|