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 1,389 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 $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,958
shares
|
$279,590
0.03% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,955
shares
|
$279,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
2,946
shares
|
$278,455
0.21% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,920
shares
|
$275,998
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
2,908
shares
|
$274,864
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
2,886
shares
|
$272,784
0.0% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,875
shares
|
$271,745
0.0% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
2,872
shares
|
$271,461
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
2,847
shares
|
$269,098
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,832
shares
|
$267,680
0.07% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
2,824
shares
|
$266,924
0.12% of portfolio
|
Q4 2024
Reduced 96.81%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
2,815
shares
|
$266,073
0.02% of portfolio
|
Q4 2024
Added 22.93%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
2,813
shares
|
$265,884
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,809
shares
|
$265,506
0.03% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
2,800
shares
|
$264,656
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,787
shares
|
$263,427
0.07% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,779
shares
|
$262,671
0.18% of portfolio
|
Q4 2024
Reduced 88.44%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,769
shares
|
$261,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
2,767
shares
|
$261,536
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
2,765
shares
|
$261,347
0.18% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
2,751
shares
|
$260,024
0.15% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,749
shares
|
$259,835
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,727
shares
|
$257,756
0.11% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
2,724
shares
|
$257,472
0.03% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,721
shares
|
$257,188
0.22% of portfolio
|
Q4 2024
Added 0.48%
|