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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
3,048
shares
|
$281,025
0.03% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,038
shares
|
$280,103
0.07% of portfolio
|
Q1 2023
Reduced 19.48%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,020
shares
|
$278,444
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
3,013
shares
|
$277,798
0.18% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
3,005
shares
|
$277,061
0.11% of portfolio
|
Q3 2024
Reduced 14.39%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
3,000
shares
|
$276,600
0.04% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,998
shares
|
$276,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,993
shares
|
$275,954
0.07% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
2,984
shares
|
$275,124
0.01% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
2,966
shares
|
$273,465
0.14% of portfolio
|
Q4 2023
Reduced 6.29%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,955
shares
|
$272,451
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,952
shares
|
$272,174
0.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,940
shares
|
$271,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
2,922
shares
|
$269,408
0.02% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
2,920
shares
|
$269,224
0.21% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
2,908
shares
|
$268,117
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
2,883
shares
|
$265,812
0.12% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
2,867
shares
|
$264,337
0.03% of portfolio
|
Q3 2024
Reduced 65.4%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
2,866
shares
|
$264,245
0.04% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
2,849
shares
|
$262,677
0.02% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,842
shares
|
$262,032
0.0% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,830
shares
|
$260,926
0.04% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
2,825
shares
|
$260,465
0.01% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,809
shares
|
$258,989
0.03% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
2,803
shares
|
$258,436
0.1% of portfolio
|
Q3 2024
Reduced 0.07%
|