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 |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
1,518,924
shares
|
$137 Million
0.19% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,462,009
shares
|
$132 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,347,532
shares
|
$121 Million
0.29% of portfolio
|
Q3 2024
Added 35.39%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,342,435
shares
|
$121 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,179,518
shares
|
$106 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,152,638
shares
|
$104 Million
2.13% of portfolio
|
Q3 2022
Added 40.56%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
1,112,249
shares
|
$100 Million
1.0% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,110,385
shares
|
$100 Million
3.06% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
1,109,209
shares
|
$99.9 Million
19.33% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
1,086,062
shares
|
$97.8 Million
2.9% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,010,415
shares
|
$91 Million
1.53% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
1,000,897
shares
|
$90.2 Million
3.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
913,087
shares
|
$82.2 Million
2.31% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
911,396
shares
|
$82.1 Million
0.25% of portfolio
|
Q3 2024
Reduced 84.81%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
896,171
shares
|
$80.7 Million
0.19% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
887,948
shares
|
$80 Million
1.08% of portfolio
|
Q2 2023
Added 24.8%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
766,612
shares
|
$69 Million
0.1% of portfolio
|
Q3 2024
Added 17138.86%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
750,182
shares
|
$67.6 Million
2.7% of portfolio
|
Q2 2023
Reduced 27.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
739,768
shares
|
$66.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
728,740
shares
|
$65.6 Million
0.29% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
655,584
shares
|
$59 Million
2.63% of portfolio
|
Q3 2024
Added 506.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
646,650
shares
|
$58.2 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
634,509
shares
|
$57.2 Million
0.74% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
614,976
shares
|
$55.4 Million
0.53% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
585,843
shares
|
$52.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.6%
|