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 1,245 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
21,254,164
shares
|
$1.94 Billion
0.14% of portfolio
|
Q1 2024
Added 26.64%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
16,095,735
shares
|
$1.47 Billion
0.9% of portfolio
|
Q2 2024
Added 0.92%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
15,982,557
shares
|
$1.46 Billion
0.12% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
9,813,060
shares
|
$894 Million
0.55% of portfolio
|
Q2 2024
Added 3.2%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
5,999,626
shares
|
$547 Million
1.63% of portfolio
|
Q2 2024
Added 162.13%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
5,704,176
shares
|
$520 Million
0.04% of portfolio
|
Q2 2024
Added 39.93%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,221,417
shares
|
$476 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
5,011,209
shares
|
$457 Million
0.21% of portfolio
|
Q2 2024
Reduced 7.37%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
4,969,649
shares
|
$453 Million
0.15% of portfolio
|
Q2 2024
Reduced 22.21%
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Aug 07, 2024 Q2 2024 |
4,777,954
shares
|
$435 Million
6.27% of portfolio
|
Q2 2024
Added 21.03%
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,280,000
shares
|
$390 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
4,243,164
shares
|
$387 Million
0.52% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
3,917,965
shares
|
$357 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
3,845,811
shares
|
$351 Million
0.08% of portfolio
|
Q2 2024
Reduced 4.6%
|
|
Millburn Ridgefield Corp
|
Aug 14, 2024 Q2 2024 |
3,658,707
shares
|
$333 Million
8.19% of portfolio
|
Q2 2024
Added 5.24%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 25, 2024 Q2 2024 |
3,658,707
shares
|
$333 Million
7.14% of portfolio
|
Q2 2024
Added 5.24%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
3,202,043
shares
|
$292 Million
0.67% of portfolio
|
Q2 2024
Added 1.0%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
2,556,664
shares
|
$233 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
2,321,233
shares
|
$212 Million
0.31% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
2,165,164
shares
|
$197 Million
0.46% of portfolio
|
Q2 2024
Reduced 23.34%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
2,116,911
shares
|
$193 Million
0.47% of portfolio
|
Q2 2024
Added 1.1%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
2,105,760
shares
|
$192 Million
0.17% of portfolio
|
Q2 2024
Reduced 19.84%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
1,844,525
shares
|
$168 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,746,225
shares
|
$159 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,594,269
shares
|
$145 Million
0.42% of portfolio
|
Q2 2024
Added 1.43%
|