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 1,396 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 $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Feb 03, 2025 Q4 2024 |
225,008
shares
|
$20.9 Million
8.28% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
220,177
shares
|
$20.4 Million
0.03% of portfolio
|
Q4 2024
Added 112.53%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
218,432
shares
|
$20.3 Million
2.47% of portfolio
|
Q2 2023
Reduced 2.74%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
218,295
shares
|
$20.2 Million
2.76% of portfolio
|
Q4 2024
Added 70.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
217,641
shares
|
$20.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
215,895
shares
|
$20 Million
6.72% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
213,303
shares
|
$19.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.95%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
212,104
shares
|
$19.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.34%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
211,729
shares
|
$19.6 Million
0.43% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
209,628
shares
|
$19.4 Million
2.1% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
208,363
shares
|
$19.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
207,455
shares
|
$19.2 Million
1.42% of portfolio
|
Q2 2020
Reduced 0.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
202,854
shares
|
$18.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
202,155
shares
|
$18.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
201,156
shares
|
$18.7 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
199,907
shares
|
$18.5 Million
3.64% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
197,762
shares
|
$18.3 Million
22.21% of portfolio
|
Q2 2023
Added 9.68%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
191,357
shares
|
$17.7 Million
8.57% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
190,721
shares
|
$17.7 Million
0.05% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
190,462
shares
|
$17.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 98.19%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
188,264
shares
|
$17.5 Million
4.77% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
178,808
shares
|
$16.6 Million
1.62% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
174,308
shares
|
$16.2 Million
3.57% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
170,045
shares
|
$15.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 43.32%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
166,151
shares
|
$15.4 Million
6.02% of portfolio
|
Q4 2024
Added 3.14%
|