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 1,383 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 |
|---|---|---|---|---|---|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
43
shares
|
$4,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
41
shares
|
$3,815
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
39
shares
|
$3,629
0.0% of portfolio
|
Q4 2024
Added 1200.0%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
38
shares
|
$3,536
0.0% of portfolio
|
Q1 2024
Reduced 28.3%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
38
shares
|
$3,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
33
shares
|
$3,070
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
32
shares
|
$2,977
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
28
shares
|
$2,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
27
shares
|
$2,512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
26
shares
|
$2,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
26
shares
|
$2,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
24
shares
|
$2,233
0.0% of portfolio
|
Q4 2024
Added 84.62%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
24
shares
|
$2,233
0.0% of portfolio
|
Q4 2024
Added 84.62%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
22
shares
|
$2,047
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
17
shares
|
$1,582
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
17
shares
|
$1,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
17
shares
|
$1,582
0.0% of portfolio
|
Q2 2024
Reduced 37.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
15
shares
|
$1,395
0.12% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
14
shares
|
$1,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
12
shares
|
$1,116
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
11
shares
|
$1,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
9
shares
|
$837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
8
shares
|
$744
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
6
shares
|
$558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
4
shares
|
$372
0.0% of portfolio
|
Q4 2024
New holding
|