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 1,396 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 $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
137,207
shares
|
$12.7 Million
4.5% of portfolio
|
Q4 2024
Reduced 26.34%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
135,509
shares
|
$12.6 Million
1.29% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
134,749
shares
|
$12.5 Million
1.13% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
133,557
shares
|
$12.4 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
133,080
shares
|
$12.3 Million
5.7% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
131,406
shares
|
$12.2 Million
3.4% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
126,417
shares
|
$11.7 Million
6.72% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
124,079
shares
|
$11.5 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
123,262
shares
|
$11.4 Million
1.02% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
122,614
shares
|
$11.4 Million
0.86% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
122,298
shares
|
$11.3 Million
9.87% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
122,026
shares
|
$11.3 Million
2.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
119,583
shares
|
$11.1 Million
1.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
119,182
shares
|
$11.1 Million
0.31% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
118,986
shares
|
$11 Million
2.41% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
118,887
shares
|
$11 Million
0.16% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
118,883
shares
|
$11 Million
0.37% of portfolio
|
Q4 2024
Reduced 35.37%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
118,834
shares
|
$11 Million
0.25% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
118,689
shares
|
$11 Million
2.8% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
117,575
shares
|
$10.9 Million
2.89% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
114,356
shares
|
$10.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
114,308
shares
|
$10.6 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
112,823
shares
|
$10.5 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
112,435
shares
|
$10.4 Million
4.52% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
109,748
shares
|
$10.2 Million
3.48% of portfolio
|
Q1 2025
Reduced 0.89%
|