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 |
|---|---|---|---|---|---|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
20,332
shares
|
$1.87 Million
0.32% of portfolio
|
Q2 2024
Added 4.41%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
20,322
shares
|
$1.87 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
20,195
shares
|
$1.86 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
20,140
shares
|
$1.86 Million
0.95% of portfolio
|
Q3 2024
Added 70.78%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
20,139
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
20,057
shares
|
$1.85 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
20,038
shares
|
$1.85 Million
0.94% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
20,009
shares
|
$1.84 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
19,979
shares
|
$1.84 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
19,467
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
19,422
shares
|
$1.79 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
19,401
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
19,400
shares
|
$1.79 Million
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
19,190
shares
|
$1.77 Million
3.1% of portfolio
|
Q3 2022
Reduced 7.27%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
19,116
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
19,040
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
18,879
shares
|
$1.74 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
18,759
shares
|
$1.73 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
18,758
shares
|
$1.73 Million
0.33% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
18,730
shares
|
$1.73 Million
0.37% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
18,690
shares
|
$1.72 Million
1.45% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
18,602
shares
|
$1.72 Million
1.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
18,465
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
18,306
shares
|
$1.69 Million
0.17% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
18,293
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Added 80.33%
|