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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
16,082
shares
|
$1.48 Million
0.12% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
16,067
shares
|
$1.48 Million
0.38% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
16,010
shares
|
$1.48 Million
0.31% of portfolio
|
Q3 2024
Reduced 23.59%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
15,900
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
15,820
shares
|
$1.46 Million
0.66% of portfolio
|
Q4 2023
Reduced 13.28%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,790
shares
|
$1.46 Million
0.36% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,755
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Added 44.55%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
15,670
shares
|
$1.44 Million
0.53% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
15,601
shares
|
$1.44 Million
1.06% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
15,585
shares
|
$1.44 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
15,479
shares
|
$1.43 Million
0.42% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
15,358
shares
|
$1.42 Million
0.12% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
15,274
shares
|
$1.41 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
15,232
shares
|
$1.4 Million
0.21% of portfolio
|
Q2 2024
Added 10.57%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,200
shares
|
$1.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
15,188
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,053
shares
|
$1.39 Million
0.14% of portfolio
|
Q4 2023
Reduced 8.24%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
15,019
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
14,977
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
14,909
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
14,879
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
14,870
shares
|
$1.37 Million
0.21% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
14,809
shares
|
$1.37 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
14,618
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
14,565
shares
|
$1.34 Million
0.46% of portfolio
|
Q2 2024
Added 46.25%
|