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 |
|---|---|---|---|---|---|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
18,137
shares
|
$1.67 Million
0.63% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
17,979
shares
|
$1.66 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
17,765
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
17,763
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
17,747
shares
|
$1.64 Million
1.01% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
17,746
shares
|
$1.64 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
17,730
shares
|
$1.63 Million
0.18% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
17,626
shares
|
$1.63 Million
0.75% of portfolio
|
Q3 2024
Reduced 25.08%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
17,579
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
17,487
shares
|
$1.61 Million
0.63% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
17,433
shares
|
$1.61 Million
0.48% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
17,316
shares
|
$1.6 Million
0.82% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
17,289
shares
|
$1.59 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
17,265
shares
|
$1.59 Million
0.63% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
17,177
shares
|
$1.58 Million
0.6% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
17,154
shares
|
$1.58 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
17,085
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
17,050
shares
|
$1.57 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
16,964
shares
|
$1.56 Million
0.15% of portfolio
|
Q3 2024
Reduced 20.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
16,923
shares
|
$1.56 Million
0.1% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
16,823
shares
|
$1.55 Million
0.4% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
16,753
shares
|
$1.54 Million
0.13% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
16,734
shares
|
$1.54 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
16,578
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
16,141
shares
|
$1.49 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.52%
|