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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
87,668
shares
|
$7.9 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
87,539
shares
|
$7.88 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
87,309
shares
|
$7.86 Million
0.45% of portfolio
|
Q3 2024
Added 43.16%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
85,863
shares
|
$7.73 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
85,439
shares
|
$7.7 Million
3.01% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
85,119
shares
|
$7.67 Million
1.51% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
84,803
shares
|
$7.64 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
83,204
shares
|
$7.49 Million
1.17% of portfolio
|
Q1 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
82,946
shares
|
$7.47 Million
0.41% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
82,035
shares
|
$7.39 Million
0.19% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
81,098
shares
|
$7.3 Million
0.37% of portfolio
|
Q3 2024
Reduced 39.41%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
80,969
shares
|
$7.29 Million
5.8% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
80,652
shares
|
$7.26 Million
4.95% of portfolio
|
Q4 2022
Reduced 1.08%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
79,603
shares
|
$7.17 Million
6.59% of portfolio
|
Q3 2023
Reduced 1.0%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
78,484
shares
|
$7.07 Million
1.14% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
78,433
shares
|
$7.06 Million
0.65% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
77,685
shares
|
$7 Million
2.54% of portfolio
|
Q3 2024
Added 143.31%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
76,807
shares
|
$6.92 Million
0.06% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
75,955
shares
|
$6.84 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
75,914
shares
|
$6.84 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
74,543
shares
|
$6.71 Million
2.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
74,407
shares
|
$6.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
73,347
shares
|
$6.61 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
73,108
shares
|
$6.58 Million
1.87% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
72,785
shares
|
$6.56 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.73%
|