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 |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
118,553
shares
|
$11.1 Million
4.57% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
118,129
shares
|
$11.1 Million
5.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
117,871
shares
|
$11.1 Million
9.75% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
117,013
shares
|
$11 Million
3.11% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
115,700
shares
|
$10.9 Million
0.33% of portfolio
|
Q3 2024
Added 173.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
115,608
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.76%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
113,919
shares
|
$10.7 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
113,847
shares
|
$10.7 Million
3.52% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
110,993
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Added 63.86%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
110,781
shares
|
$10.4 Million
1.9% of portfolio
|
Q3 2024
Reduced 59.82%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
109,700
shares
|
$10.3 Million
0.26% of portfolio
|
Q3 2024
Added 104.28%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
107,915
shares
|
$10.1 Million
3.93% of portfolio
|
Q1 2023
Added 19.71%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
107,602
shares
|
$10.1 Million
1.93% of portfolio
|
Q3 2024
Added 93.81%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
107,237
shares
|
$10.1 Million
0.47% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
106,533
shares
|
$9.99 Million
1.99% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
105,859
shares
|
$9.93 Million
1.24% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
104,463
shares
|
$9.8 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
104,321
shares
|
$9.79 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
104,176
shares
|
$9.77 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
103,596
shares
|
$9.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 81.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
103,536
shares
|
$9.71 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
103,257
shares
|
$9.69 Million
1.86% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
102,910
shares
|
$9.66 Million
7.69% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
101,507
shares
|
$9.52 Million
0.4% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
100,834
shares
|
$9.46 Million
4.61% of portfolio
|
Q3 2024
Reduced 0.21%
|