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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
76
shares
|
$7,130
0.0% of portfolio
|
Q3 2020
Reduced 26.92%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
71
shares
|
$6,661
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
68
shares
|
$6,379
0.0% of portfolio
|
Q2 2024
Reduced 49.63%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
65
shares
|
$6,098
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
64
shares
|
$6,004
0.0% of portfolio
|
Q1 2024
Reduced 99.39%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
63
shares
|
$5,910
0.0% of portfolio
|
Q3 2024
Reduced 28.41%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
56
shares
|
$5,253
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
45
shares
|
$4,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
44
shares
|
$4,128
0.0% of portfolio
|
Q3 2024
Reduced 69.44%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
41
shares
|
$3,846
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
38
shares
|
$3,565
0.0% of portfolio
|
Q1 2024
Reduced 28.3%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
38
shares
|
$3,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
33
shares
|
$3,096
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
32
shares
|
$3,002
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
27
shares
|
$2,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
26
shares
|
$2,439
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
24
shares
|
$2,251
0.0% of portfolio
|
Q3 2024
Reduced 67.12%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
18
shares
|
$1,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
17
shares
|
$1,594
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
17
shares
|
$1,594
0.0% of portfolio
|
Q2 2024
Reduced 37.04%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
13
shares
|
$1,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
13
shares
|
$1,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
8
shares
|
$750
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
8
shares
|
$750
0.0% of portfolio
|
Q1 2024
Reduced 63.64%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4
shares
|
$375
0.0% of portfolio
|
Q3 2023
New holding
|