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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
25,297
shares
|
$2.33 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
25,134
shares
|
$2.32 Million
1.02% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
25,042
shares
|
$2.31 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
25,011
shares
|
$2.31 Million
0.03% of portfolio
|
Q3 2024
Added 73.55%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
24,970
shares
|
$2.3 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
24,856
shares
|
$2.29 Million
0.72% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
24,360
shares
|
$2.25 Million
1.46% of portfolio
|
Q2 2024
Reduced 8.21%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
24,272
shares
|
$2.24 Million
0.52% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
24,193
shares
|
$2.23 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
24,173
shares
|
$2.23 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
24,039
shares
|
$2.22 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
23,806
shares
|
$2.19 Million
0.73% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
23,785
shares
|
$2.19 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
23,732
shares
|
$2.19 Million
0.57% of portfolio
|
Q3 2024
Reduced 39.01%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23,667
shares
|
$2.18 Million
0.54% of portfolio
|
Q3 2023
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
23,657
shares
|
$2.18 Million
0.79% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
23,613
shares
|
$2.18 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
23,576
shares
|
$2.17 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
23,446
shares
|
$2.16 Million
0.86% of portfolio
|
Q1 2024
Reduced 6.46%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
23,314
shares
|
$2.15 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
22,988
shares
|
$2.12 Million
0.07% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
22,934
shares
|
$2.11 Million
0.14% of portfolio
|
Q3 2024
Added 30.24%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,912
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 89.04%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
22,671
shares
|
$2.09 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
22,650
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 13.33%
|