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 1,283 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 $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
548,456
shares
|
$51.5 Million
1.93% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
529,830
shares
|
$49.7 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
521,775
shares
|
$49 Million
11.65% of portfolio
|
Q3 2024
Added 32.16%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
520,388
shares
|
$48.8 Million
5.9% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
510,584
shares
|
$47.9 Million
0.31% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
500,000
shares
|
$46.9 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
472,229
shares
|
$44.3 Million
8.11% of portfolio
|
Q4 2022
Added 1.54%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
449,459
shares
|
$42.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
430,282
shares
|
$40.4 Million
0.06% of portfolio
|
Q3 2024
Added 30.84%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
424,062
shares
|
$39.8 Million
3.12% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
420,790
shares
|
$39.5 Million
0.04% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
384,567
shares
|
$36.1 Million
2.18% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
383,640
shares
|
$36 Million
0.35% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
373,146
shares
|
$35 Million
0.01% of portfolio
|
Q3 2024
Reduced 42.44%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
369,965
shares
|
$34.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
364,017
shares
|
$34.2 Million
0.05% of portfolio
|
Q2 2024
Reduced 29.74%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
362,245
shares
|
$34 Million
8.48% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
350,888
shares
|
$32.9 Million
2.29% of portfolio
|
Q4 2023
Added 8.01%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
349,094
shares
|
$32.8 Million
1.79% of portfolio
|
Q4 2023
Reduced 19.27%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
347,943
shares
|
$32.6 Million
0.88% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
339,326
shares
|
$31.8 Million
4.14% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
335,460
shares
|
$31.5 Million
5.22% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
327,034
shares
|
$30.7 Million
2.92% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
319,280
shares
|
$30 Million
1.21% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
314,813
shares
|
$29.5 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.77%
|