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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
142
shares
|
$13,214
0.0% of portfolio
|
Q2 2024
Reduced 47.6%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
142
shares
|
$13,214
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
137
shares
|
$12,749
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
136
shares
|
$12,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
133
shares
|
$12,376
0.03% of portfolio
|
Q2 2022
Reduced 99.42%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
104
shares
|
$9,678
0.01% of portfolio
|
Q2 2022
Reduced 97.44%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
102
shares
|
$9,492
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
94
shares
|
$8,747
0.0% of portfolio
|
Q2 2024
Reduced 97.19%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
88
shares
|
$8,189
0.0% of portfolio
|
Q1 2023
Added 6.02%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
87
shares
|
$8,096
0.0% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
81
shares
|
$7,537
0.0% of portfolio
|
Q2 2024
Added 88.37%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
81
shares
|
$7,537
0.0% of portfolio
|
Q3 2024
Reduced 55.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
76
shares
|
$7,072
0.0% of portfolio
|
Q3 2020
Reduced 26.92%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
74
shares
|
$6,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
71
shares
|
$6,607
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
68
shares
|
$6,328
0.0% of portfolio
|
Q2 2024
Reduced 49.63%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
66
shares
|
$6,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
65
shares
|
$6,048
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
64
shares
|
$5,955
0.0% of portfolio
|
Q1 2024
Reduced 99.39%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
63
shares
|
$5,862
0.0% of portfolio
|
Q3 2024
Reduced 28.41%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
56
shares
|
$5,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
50
shares
|
$4,653
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
45
shares
|
$4,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
44
shares
|
$4,094
0.0% of portfolio
|
Q3 2024
Reduced 69.44%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
44
shares
|
$4,094
0.0% of portfolio
|
Q4 2024
New holding
|