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 |
|---|---|---|---|---|---|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
170,000
shares
|
$15.9 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
169,482
shares
|
$15.9 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
166,935
shares
|
$15.7 Million
0.17% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
165,484
shares
|
$15.5 Million
2.78% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
164,667
shares
|
$15.4 Million
3.01% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
164,430
shares
|
$15.4 Million
0.06% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
164,214
shares
|
$15.4 Million
0.16% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
161,741
shares
|
$15.2 Million
0.46% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
161,099
shares
|
$15.1 Million
5.98% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
159,794
shares
|
$15 Million
6.69% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
159,538
shares
|
$15 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
155,740
shares
|
$14.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
154,661
shares
|
$14.5 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
154,045
shares
|
$14.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.65%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
153,662
shares
|
$14.4 Million
8.36% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
153,106
shares
|
$14.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 52.33%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
148,901
shares
|
$14 Million
3.93% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
146,127
shares
|
$13.7 Million
1.39% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
145,967
shares
|
$13.7 Million
5.77% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
145,370
shares
|
$13.6 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
143,229
shares
|
$13.4 Million
1.36% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
142,916
shares
|
$13.4 Million
1.23% of portfolio
|
Q3 2024
Added 37.01%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
142,362
shares
|
$13.4 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
141,380
shares
|
$13.3 Million
6.33% of portfolio
|
Q3 2024
Reduced 29.78%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
141,264
shares
|
$13.3 Million
0.78% of portfolio
|
Q3 2023
New holding
|