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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
52,898
shares
|
$4.82 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
52,471
shares
|
$4.78 Million
1.19% of portfolio
|
Q3 2024
Added 1318.52%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
52,267
shares
|
$4.76 Million
2.08% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
52,219
shares
|
$4.76 Million
0.84% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
52,047
shares
|
$4.74 Million
2.35% of portfolio
|
Q4 2022
Added 166.51%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
51,923
shares
|
$4.73 Million
2.31% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
51,887
shares
|
$4.73 Million
1.7% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
51,821
shares
|
$4.72 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
51,543
shares
|
$4.69 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
51,344
shares
|
$4.68 Million
2.13% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
51,303
shares
|
$4.67 Million
0.6% of portfolio
|
Q3 2024
Added 489.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
51,095
shares
|
$4.65 Million
3.45% of portfolio
|
Q3 2024
Added 223.22%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
50,704
shares
|
$4.62 Million
1.58% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
50,676
shares
|
$4.62 Million
2.48% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
50,337
shares
|
$4.58 Million
1.51% of portfolio
|
Q3 2024
Reduced 15.88%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
49,159
shares
|
$4.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
49,099
shares
|
$4.47 Million
0.17% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
48,812
shares
|
$4.45 Million
1.23% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
48,500
shares
|
$4.42 Million
1.29% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
47,842
shares
|
$4.36 Million
1.24% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
47,838
shares
|
$4.36 Million
0.28% of portfolio
|
Q3 2024
Added 194.53%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
47,814
shares
|
$4.35 Million
0.75% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
47,257
shares
|
$4.3 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
47,201
shares
|
$4.3 Million
1.69% of portfolio
|
Q3 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
47,027
shares
|
$4.28 Million
0.72% of portfolio
|
Q3 2024
Reduced 28.3%
|