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 1,396 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 $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
1,479,241
shares
|
$137 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,387,572
shares
|
$129 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,233,606
shares
|
$114 Million
0.14% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
1,203,928
shares
|
$112 Million
1.84% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
1,181,625
shares
|
$110 Million
1.03% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,166,670
shares
|
$108 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,152,638
shares
|
$107 Million
2.13% of portfolio
|
Q3 2022
Added 40.56%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
1,107,267
shares
|
$103 Million
18.9% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
1,058,637
shares
|
$98.2 Million
2.78% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
1,013,519
shares
|
$94 Million
2.94% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
981,832
shares
|
$91.1 Million
1.46% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
949,578
shares
|
$88.1 Million
0.21% of portfolio
|
Q4 2024
Reduced 29.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
913,087
shares
|
$84.7 Million
2.31% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
896,171
shares
|
$83.1 Million
0.19% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
887,948
shares
|
$82.3 Million
1.08% of portfolio
|
Q2 2023
Added 24.8%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
768,634
shares
|
$71.3 Million
0.2% of portfolio
|
Q4 2024
Reduced 15.66%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
750,182
shares
|
$69.6 Million
2.7% of portfolio
|
Q2 2023
Reduced 27.04%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
733,304
shares
|
$68 Million
0.27% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
710,775
shares
|
$65.9 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
707,300
shares
|
$65.6 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
685,008
shares
|
$63.5 Million
1.6% of portfolio
|
Q4 2024
Reduced 63.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
632,233
shares
|
$58.6 Million
0.51% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
584,971
shares
|
$54.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
554,003
shares
|
$51.4 Million
1.78% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
511,862
shares
|
$47.5 Million
0.34% of portfolio
|
Q4 2024
New holding
|