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 1,281 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 $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
70,167
shares
|
$6.39 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
69,883
shares
|
$6.36 Million
2.26% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
69,511
shares
|
$6.33 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
68,407
shares
|
$6.23 Million
3.46% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
68,313
shares
|
$6.22 Million
4.99% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
68,312
shares
|
$6.22 Million
4.73% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
68,143
shares
|
$6.21 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
67,754
shares
|
$6.17 Million
1.86% of portfolio
|
Q2 2022
Reduced 6.46%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
67,485
shares
|
$6.15 Million
1.68% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
67,216
shares
|
$6.12 Million
2.19% of portfolio
|
Q3 2024
Added 1074.28%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
67,158
shares
|
$6.12 Million
4.41% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
67,123
shares
|
$6.11 Million
0.4% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
66,647
shares
|
$6.07 Million
0.14% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
65,937
shares
|
$6.01 Million
1.86% of portfolio
|
Q1 2023
Reduced 6.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
65,892
shares
|
$6 Million
0.0% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
65,881
shares
|
$6 Million
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
65,857
shares
|
$6 Million
0.3% of portfolio
|
Q3 2024
Added 194.49%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
65,660
shares
|
$5.98 Million
1.6% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
64,872
shares
|
$5.91 Million
5.02% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
64,281
shares
|
$5.85 Million
0.3% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
64,009
shares
|
$5.83 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
63,658
shares
|
$5.8 Million
0.97% of portfolio
|
Q4 2022
Added 1.34%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
63,658
shares
|
$5.8 Million
0.96% of portfolio
|
Q4 2022
New holding
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Oct 24, 2024 Q3 2024 |
62,716
shares
|
$5.71 Million
6.78% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
62,467
shares
|
$5.69 Million
7.8% of portfolio
|
Q3 2024
Reduced 5.68%
|