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 $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
13,122
shares
|
$1.17 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
13,044
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 18.11%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
12,975
shares
|
$1.15 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,903
shares
|
$1.15 Million
0.26% of portfolio
|
Q1 2024
Reduced 16.85%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
12,676
shares
|
$1.13 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
12,586
shares
|
$1.12 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
12,577
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,408
shares
|
$1.1 Million
0.62% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
12,290
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 89.09%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
12,290
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2024
Added 79.73%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
12,144
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
12,009
shares
|
$1.07 Million
0.58% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
11,976
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.24%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
11,962
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
11,916
shares
|
$1.06 Million
0.75% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
11,788
shares
|
$1.05 Million
0.51% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
11,780
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
11,647
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2023
Added 40.22%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
11,570
shares
|
$1.03 Million
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
11,538
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
11,504
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
11,466
shares
|
$1.02 Million
0.59% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,464
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2023
Added 6.61%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
11,440
shares
|
$1.02 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
11,370
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.99%
|