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 1,384 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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
224
shares
|
$20,845
0.01% of portfolio
|
Q2 2024
Reduced 28.66%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
223
shares
|
$20,752
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
220
shares
|
$20,473
0.01% of portfolio
|
Q4 2023
Reduced 93.28%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
219
shares
|
$20,380
0.0% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
217
shares
|
$20,194
0.0% of portfolio
|
Q3 2024
Reduced 21.94%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
216
shares
|
$20,100
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
199
shares
|
$18,518
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
189
shares
|
$17,588
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
188
shares
|
$17,495
0.01% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
184
shares
|
$17,123
0.0% of portfolio
|
Q1 2023
Reduced 89.97%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
184
shares
|
$17,123
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
182
shares
|
$16,936
0.01% of portfolio
|
Q2 2024
Reduced 69.92%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
176
shares
|
$16,378
0.03% of portfolio
|
Q4 2024
Reduced 35.53%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
172
shares
|
$16,006
0.0% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
171
shares
|
$15,913
0.0% of portfolio
|
Q4 2023
Reduced 36.9%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
170
shares
|
$15,820
0.01% of portfolio
|
Q4 2024
Reduced 79.04%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
169
shares
|
$15,727
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
166
shares
|
$15,447
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
163
shares
|
$15,168
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
161
shares
|
$14,982
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
160
shares
|
$14,889
0.0% of portfolio
|
Q3 2023
Added 67.5%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
152
shares
|
$14,145
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
150
shares
|
$13,959
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
145
shares
|
$13,493
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
143
shares
|
$13,307
0.0% of portfolio
|
Q4 2023
New holding
|