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 1,314 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 $18.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
21,823,928
shares
|
$2.02 Billion
0.15% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
16,268,516
shares
|
$1.5 Billion
0.13% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,245,944
shares
|
$947 Million
0.58% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
9,905,008
shares
|
$915 Million
0.58% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,357,623
shares
|
$495 Million
0.22% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,221,417
shares
|
$482 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,765,159
shares
|
$440 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
4,702,762
shares
|
$435 Million
6.24% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,280,000
shares
|
$395 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,842,193
shares
|
$355 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,775,484
shares
|
$349 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
3,651,407
shares
|
$337 Million
6.96% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,564,758
shares
|
$329 Million
0.44% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,486,561
shares
|
$322 Million
0.03% of portfolio
|
Q3 2024
Reduced 38.88%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
3,470,558
shares
|
$321 Million
8.31% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,225,739
shares
|
$298 Million
0.62% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,309,618
shares
|
$213 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,159,424
shares
|
$200 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,134,175
shares
|
$197 Million
0.44% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,057,321
shares
|
$190 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,923,472
shares
|
$178 Million
0.38% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,880,207
shares
|
$174 Million
3.97% of portfolio
|
Q3 2024
Added 119.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,824,049
shares
|
$169 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,693,124
shares
|
$156 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,596,067
shares
|
$147 Million
0.42% of portfolio
|
Q3 2024
Added 0.11%
|