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 1,283 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 $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
188
shares
|
$17,638
0.01% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
184
shares
|
$17,262
0.0% of portfolio
|
Q1 2023
Reduced 89.97%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
182
shares
|
$17,075
0.01% of portfolio
|
Q2 2024
Reduced 69.92%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
172
shares
|
$16,137
0.0% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
171
shares
|
$16,043
0.0% of portfolio
|
Q4 2023
Reduced 36.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
166
shares
|
$15,574
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
162
shares
|
$15,198
0.01% of portfolio
|
Q2 2024
Added 170.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
161
shares
|
$15,105
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
160
shares
|
$15,011
0.0% of portfolio
|
Q3 2023
Added 67.5%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
155
shares
|
$14,542
0.0% of portfolio
|
Q3 2024
Reduced 77.73%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
152
shares
|
$14,260
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
143
shares
|
$13,416
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
142
shares
|
$13,322
0.01% of portfolio
|
Q2 2024
Reduced 47.6%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
137
shares
|
$12,853
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
133
shares
|
$12,478
0.03% of portfolio
|
Q2 2022
Reduced 99.42%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
117
shares
|
$10,976
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
110
shares
|
$10,320
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
104
shares
|
$9,757
0.01% of portfolio
|
Q2 2022
Reduced 97.44%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
102
shares
|
$9,569
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
94
shares
|
$8,819
0.0% of portfolio
|
Q2 2024
Reduced 97.19%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
88
shares
|
$8,256
0.0% of portfolio
|
Q1 2023
Added 6.02%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
83
shares
|
$7,787
0.0% of portfolio
|
Q3 2023
Reduced 71.48%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
82
shares
|
$7,693
0.0% of portfolio
|
Q2 2024
Reduced 48.1%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
81
shares
|
$7,599
0.0% of portfolio
|
Q2 2024
Added 88.37%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
81
shares
|
$7,599
0.0% of portfolio
|
Q3 2024
Reduced 55.0%
|