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 |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
1,485,830
shares
|
$135 Million
0.46% of portfolio
|
Q2 2024
Added 19.8%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
1,417,297
shares
|
$129 Million
0.16% of portfolio
|
Q2 2024
Added 3.52%
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
1,278,816
shares
|
$117 Million
0.16% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
1,207,187
shares
|
$110 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
Securian Asset Management, Inc
|
Jul 15, 2024 Q2 2024 |
1,178,962
shares
|
$107 Million
2.92% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,152,638
shares
|
$105 Million
2.13% of portfolio
|
Q3 2022
Added 40.56%
|
|
Financial Advisors, LLC
Andover, MA |
Jul 15, 2024 Q2 2024 |
1,092,633
shares
|
$99.6 Million
18.79% of portfolio
|
Q2 2024
Added 0.53%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
1,044,279
shares
|
$95.2 Million
0.93% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 12, 2024 Q2 2024 |
1,031,409
shares
|
$94 Million
2.55% of portfolio
|
Q2 2024
Added 3.8%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
1,025,663
shares
|
$93.5 Million
1.62% of portfolio
|
Q2 2024
Reduced 5.83%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
995,273
shares
|
$90.7 Million
0.21% of portfolio
|
Q2 2024
Reduced 12.81%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 24, 2024 Q2 2024 |
985,076
shares
|
$89.8 Million
2.9% of portfolio
|
Q2 2024
Added 4.81%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
913,087
shares
|
$83.2 Million
2.31% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
896,171
shares
|
$81.7 Million
0.19% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
887,948
shares
|
$80.9 Million
1.08% of portfolio
|
Q2 2023
Added 24.8%
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
855,368
shares
|
$78 Million
1.61% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
769,232
shares
|
$70.1 Million
3.32% of portfolio
|
Q2 2024
Added 75.57%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
750,182
shares
|
$68.4 Million
2.7% of portfolio
|
Q2 2023
Reduced 27.04%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
747,264
shares
|
$68.1 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
667,152
shares
|
$60.8 Million
0.23% of portfolio
|
Q2 2024
Reduced 11.46%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
658,139
shares
|
$60 Million
0.26% of portfolio
|
Q2 2024
Reduced 39.7%
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
648,274
shares
|
$59.1 Million
0.02% of portfolio
|
Q2 2024
Added 1.54%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
590,663
shares
|
$53.8 Million
0.71% of portfolio
|
Q2 2024
Reduced 31.98%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
589,371
shares
|
$53.7 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
569,176
shares
|
$51.9 Million
0.32% of portfolio
|
Q2 2024
Reduced 8.31%
|