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 |
|---|---|---|---|---|---|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
471
shares
|
$43,426
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
450
shares
|
$41,490
0.0% of portfolio
|
Q4 2023
Reduced 31.82%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
437
shares
|
$40,291
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
435
shares
|
$40,107
0.05% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
434
shares
|
$40,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
430
shares
|
$39,646
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
427
shares
|
$39,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
425
shares
|
$39,185
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
424
shares
|
$39,092
0.0% of portfolio
|
Q3 2024
Reduced 25.48%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
423
shares
|
$39,000
0.0% of portfolio
|
Q3 2024
Added 116.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
414
shares
|
$38,170
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
400
shares
|
$36,880
0.01% of portfolio
|
Q2 2023
Reduced 17.7%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
400
shares
|
$36,880
0.01% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
383
shares
|
$35,312
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
378
shares
|
$34,851
0.0% of portfolio
|
Q3 2024
Reduced 82.2%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
373
shares
|
$34,390
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
365
shares
|
$33,653
0.03% of portfolio
|
Q3 2024
Reduced 91.13%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
360
shares
|
$33,192
0.0% of portfolio
|
Q2 2024
Reduced 62.85%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
351
shares
|
$32,362
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
350
shares
|
$32,270
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
340
shares
|
$31,348
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
339
shares
|
$31,255
0.01% of portfolio
|
Q1 2024
Reduced 20.61%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
331
shares
|
$30,518
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
328
shares
|
$30,241
0.01% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
325
shares
|
$29,965
0.0% of portfolio
|
Q3 2024
New holding
|