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 |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
2,800
shares
|
$258,160
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,789
shares
|
$257,145
0.01% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
2,767
shares
|
$255,117
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
2,765
shares
|
$254,933
0.2% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
2,751
shares
|
$253,642
0.16% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,749
shares
|
$253,457
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
2,739
shares
|
$252,535
0.0% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
2,728
shares
|
$251,521
0.07% of portfolio
|
Q2 2022
Reduced 4.37%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,727
shares
|
$251,429
0.12% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
2,714
shares
|
$250,230
0.02% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
2,712
shares
|
$250,046
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
2,710
shares
|
$249,862
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
2,708
shares
|
$249,677
0.23% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,700
shares
|
$248,940
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
2,700
shares
|
$248,940
0.05% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,685
shares
|
$247,557
0.01% of portfolio
|
Q3 2024
Added 63.22%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
2,675
shares
|
$246,635
0.13% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,663
shares
|
$245,528
0.02% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,657
shares
|
$244,975
0.09% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,652
shares
|
$244,514
0.06% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
2,652
shares
|
$244,514
0.19% of portfolio
|
Q3 2024
Reduced 20.67%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
2,611
shares
|
$240,734
0.1% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
2,609
shares
|
$240,549
0.01% of portfolio
|
Q3 2024
Reduced 63.74%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
2,607
shares
|
$240,365
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
2,594
shares
|
$239,166
0.13% of portfolio
|
Q3 2024
Reduced 2.77%
|