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 1,393 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 $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
2,384
shares
|
$221,378
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,383
shares
|
$221,285
0.07% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
2,372
shares
|
$220,263
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
2,372
shares
|
$220,263
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,369
shares
|
$219,985
0.06% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
2,345
shares
|
$217,756
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
2,344
shares
|
$217,663
0.11% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
2,330
shares
|
$216,363
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
2,316
shares
|
$215,063
0.15% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
2,314
shares
|
$214,878
0.02% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
2,311
shares
|
$214,599
0.07% of portfolio
|
Q4 2024
Reduced 23.09%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
2,310
shares
|
$214,506
0.02% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
2,310
shares
|
$214,506
0.16% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
2,295
shares
|
$213,113
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,289
shares
|
$212,556
0.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
2,280
shares
|
$211,720
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
2,268
shares
|
$210,606
0.05% of portfolio
|
Q4 2024
Added 43.64%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
2,259
shares
|
$209,770
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
2,241
shares
|
$208,099
0.06% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,222
shares
|
$206,334
0.02% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,187
shares
|
$203,084
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,055
shares
|
$190,827
0.07% of portfolio
|
Q4 2024
Added 42.21%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
2,010
shares
|
$186,648
0.02% of portfolio
|
Q4 2024
Added 43.06%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,983
shares
|
$184,141
0.02% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,977
shares
|
$183,584
0.01% of portfolio
|
Q3 2024
Added 17.75%
|