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 |
|---|---|---|---|---|---|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
14,500
shares
|
$1.34 Million
0.34% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
14,409
shares
|
$1.33 Million
0.77% of portfolio
|
Q3 2024
Reduced 70.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
14,305
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
14,304
shares
|
$1.32 Million
0.65% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
14,300
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
14,280
shares
|
$1.32 Million
0.69% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
14,229
shares
|
$1.31 Million
0.67% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
14,200
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
14,186
shares
|
$1.31 Million
0.67% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
14,168
shares
|
$1.31 Million
0.71% of portfolio
|
Q2 2023
Reduced 33.68%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
14,063
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2024
Added 93.63%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
14,024
shares
|
$1.29 Million
0.81% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
13,863
shares
|
$1.28 Million
0.3% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
13,818
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Added 67.69%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
13,800
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
13,710
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2024
Reduced 50.25%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,698
shares
|
$1.26 Million
0.03% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
13,600
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2024
Added 30.14%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,557
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,486
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2024
Reduced 34.77%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
13,470
shares
|
$1.24 Million
0.49% of portfolio
|
Q2 2024
Reduced 23.89%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
13,389
shares
|
$1.23 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
13,381
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Added 112.87%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
13,254
shares
|
$1.22 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
13,122
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.2%
|