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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,844
shares
|
$170,016
0.01% of portfolio
|
Q3 2024
Added 1781.63%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
1,746
shares
|
$160,981
0.02% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,719
shares
|
$158,491
0.02% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
1,700
shares
|
$156,740
0.02% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,683
shares
|
$155,172
0.03% of portfolio
|
Q2 2024
Reduced 20.01%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,649
shares
|
$152,037
0.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
1,602
shares
|
$147,704
0.05% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,580
shares
|
$145,676
0.04% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
1,579
shares
|
$145,583
0.03% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,552
shares
|
$143,094
0.03% of portfolio
|
Q1 2023
Reduced 7.78%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,529
shares
|
$140,973
0.0% of portfolio
|
Q2 2024
Added 6.18%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,488
shares
|
$137,193
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,487
shares
|
$137,101
0.05% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,445
shares
|
$133,229
0.05% of portfolio
|
Q3 2024
Added 31.96%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
1,430
shares
|
$131,846
0.09% of portfolio
|
Q4 2023
Reduced 26.85%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,405
shares
|
$129,541
0.02% of portfolio
|
Q2 2024
Added 7.42%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,388
shares
|
$127,973
0.02% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,316
shares
|
$121,335
0.01% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,300
shares
|
$119,860
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
1,297
shares
|
$119,583
0.09% of portfolio
|
Q2 2024
Reduced 12.07%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
1,293
shares
|
$119,214
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
1,259
shares
|
$116,079
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,179
shares
|
$108,703
0.01% of portfolio
|
Q3 2024
Reduced 39.07%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,141
shares
|
$105,200
0.01% of portfolio
|
Q3 2020
Reduced 78.71%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,126
shares
|
$103,817
0.01% of portfolio
|
Q4 2023
New holding
|