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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
22,590
shares
|
$2.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
22,524
shares
|
$2.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
22,390
shares
|
$2.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
22,221
shares
|
$2.05 Million
1.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
22,203
shares
|
$2.05 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
22,192
shares
|
$2.05 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
22,150
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.4%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
22,112
shares
|
$2.04 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
22,064
shares
|
$2.03 Million
0.58% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
22,061
shares
|
$2.03 Million
0.38% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
21,735
shares
|
$2 Million
1.12% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
21,726
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
21,545
shares
|
$1.99 Million
0.05% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
21,436
shares
|
$1.98 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
21,428
shares
|
$1.98 Million
0.68% of portfolio
|
Q3 2024
Reduced 19.04%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
21,404
shares
|
$1.97 Million
0.48% of portfolio
|
Q3 2024
Reduced 22.06%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
21,310
shares
|
$1.96 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
21,194
shares
|
$1.95 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
20,971
shares
|
$1.93 Million
1.35% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
20,967
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Added 88.64%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,932
shares
|
$1.93 Million
0.24% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
20,814
shares
|
$1.92 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
20,567
shares
|
$1.9 Million
0.28% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
20,515
shares
|
$1.89 Million
0.7% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
20,395
shares
|
$1.88 Million
0.26% of portfolio
|
Q3 2024
Added 0.44%
|