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 1,445 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,038
shares
|
$1.69 Million
0.33% of portfolio
|
Q4 2024
Reduced 31.82%
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
18,025
shares
|
$1.69 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
17,808
shares
|
$1.67 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
17,784
shares
|
$1.66 Million
0.15% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
17,667
shares
|
$1.65 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
17,667
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
17,646
shares
|
$1.65 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
17,514
shares
|
$1.64 Million
0.67% of portfolio
|
Q1 2025
Added 0.18%
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
17,437
shares
|
$1.63 Million
0.41% of portfolio
|
Q1 2025
Added 0.2%
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
17,403
shares
|
$1.63 Million
0.37% of portfolio
|
Q1 2025
Added 14.16%
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
17,162
shares
|
$1.6 Million
1.41% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
17,127
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
17,118
shares
|
$1.6 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
17,047
shares
|
$1.59 Million
0.78% of portfolio
|
Q1 2025
Reduced 47.31%
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
17,043
shares
|
$1.59 Million
0.61% of portfolio
|
Q1 2025
Added 0.28%
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
16,968
shares
|
$1.59 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
16,950
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 8.91%
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
16,889
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
16,774
shares
|
$1.57 Million
0.08% of portfolio
|
Q1 2025
Added 1.26%
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
16,726
shares
|
$1.56 Million
0.61% of portfolio
|
Q1 2025
Added 1.05%
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
16,668
shares
|
$1.56 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
16,626
shares
|
$1.55 Million
0.32% of portfolio
|
Q1 2025
Added 2.24%
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
16,624
shares
|
$1.55 Million
0.33% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
16,621
shares
|
$1.55 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
16,497
shares
|
$1.54 Million
0.18% of portfolio
|
Q1 2025
Reduced 10.41%
|