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 |
|---|---|---|---|---|---|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
18,500
shares
|
$1.72 Million
0.81% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
18,413
shares
|
$1.71 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
18,342
shares
|
$1.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 26.76%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
18,315
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
18,307
shares
|
$1.7 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
18,278
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Added 151.59%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
18,097
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Added 184.28%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
18,054
shares
|
$1.67 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
18,047
shares
|
$1.67 Million
0.12% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,038
shares
|
$1.67 Million
0.33% of portfolio
|
Q4 2024
Reduced 31.82%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
17,963
shares
|
$1.67 Million
0.91% of portfolio
|
Q4 2024
Reduced 45.97%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
17,942
shares
|
$1.66 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
17,791
shares
|
$1.65 Million
0.71% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
17,783
shares
|
$1.65 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
17,761
shares
|
$1.65 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
17,725
shares
|
$1.64 Million
0.26% of portfolio
|
Q4 2024
Reduced 62.31%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
17,667
shares
|
$1.64 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
17,610
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2024
Added 43.29%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
17,565
shares
|
$1.63 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
17,483
shares
|
$1.62 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
17,403
shares
|
$1.61 Million
0.35% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
17,275
shares
|
$1.6 Million
0.99% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
17,265
shares
|
$1.6 Million
0.63% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
17,218
shares
|
$1.6 Million
0.23% of portfolio
|
Q4 2024
Reduced 75.72%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
17,117
shares
|
$1.59 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.79%
|