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 |
|---|---|---|---|---|---|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
29,150
shares
|
$2.69 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
29,120
shares
|
$2.68 Million
0.26% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
29,084
shares
|
$2.68 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
28,789
shares
|
$2.65 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
28,589
shares
|
$2.64 Million
0.19% of portfolio
|
Q3 2024
Reduced 24.06%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
28,508
shares
|
$2.63 Million
0.33% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
28,201
shares
|
$2.6 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
28,108
shares
|
$2.59 Million
1.62% of portfolio
|
Q3 2024
Added 71.97%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
27,767
shares
|
$2.56 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
27,693
shares
|
$2.55 Million
2.28% of portfolio
|
Q3 2024
Added 14.48%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
27,600
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
27,579
shares
|
$2.54 Million
0.56% of portfolio
|
Q2 2022
Reduced 4.68%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,527
shares
|
$2.54 Million
0.38% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
27,371
shares
|
$2.52 Million
0.91% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
27,279
shares
|
$2.52 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
27,052
shares
|
$2.49 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
26,870
shares
|
$2.48 Million
1.3% of portfolio
|
Q3 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
26,746
shares
|
$2.47 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
26,455
shares
|
$2.44 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
26,441
shares
|
$2.44 Million
0.62% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
25,907
shares
|
$2.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
25,732
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
25,665
shares
|
$2.37 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
25,395
shares
|
$2.34 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,306
shares
|
$2.33 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.43%
|