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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
2,593
shares
|
$239,074
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,574
shares
|
$237,322
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
2,566
shares
|
$236,585
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
2,555
shares
|
$235,571
0.03% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
2,543
shares
|
$234,464
0.17% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
2,517
shares
|
$232,067
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
2,506
shares
|
$231,053
0.11% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
2,495
shares
|
$230,039
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
2,494
shares
|
$229,946
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
2,481
shares
|
$228,748
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
2,475
shares
|
$228,195
0.05% of portfolio
|
Q2 2024
Reduced 9.74%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
2,471
shares
|
$227,826
0.04% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
2,453
shares
|
$226,166
0.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
2,446
shares
|
$225,521
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
2,442
shares
|
$225,152
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,439
shares
|
$224,875
0.05% of portfolio
|
Q2 2024
Reduced 49.64%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
2,436
shares
|
$224,599
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
2,424
shares
|
$223,492
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
2,423
shares
|
$223,400
0.03% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
2,414
shares
|
$222,570
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
2,409
shares
|
$222,109
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
2,400
shares
|
$221,280
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,385
shares
|
$219,897
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
2,375
shares
|
$218,975
0.14% of portfolio
|
Q3 2024
Reduced 0.75%
|