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 |
|---|---|---|---|---|---|
|
Ttp Investments, Inc.
|
Oct 15, 2024 Q3 2024 |
11,344
shares
|
$1.01 Million
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
11,317
shares
|
$1 Million
0.14% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
11,313
shares
|
$1 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
11,255
shares
|
$999,331
0.38% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,214
shares
|
$995,691
0.0% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,179
shares
|
$992,583
0.01% of portfolio
|
Q2 2023
Reduced 58.31%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
11,162
shares
|
$991,073
0.24% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,153
shares
|
$990,274
0.07% of portfolio
|
Q4 2022
Reduced 0.14%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
11,111
shares
|
$986,545
0.22% of portfolio
|
Q3 2024
Added 111.56%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
11,040
shares
|
$980,241
0.09% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
11,028
shares
|
$979,176
0.1% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
11,028
shares
|
$979,176
0.82% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
10,987
shares
|
$975,535
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,965
shares
|
$973,582
0.92% of portfolio
|
Q1 2024
Added 0.46%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,927
shares
|
$970,208
0.3% of portfolio
|
Q2 2024
Reduced 41.9%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
10,909
shares
|
$968,610
0.12% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,817
shares
|
$960,441
0.08% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
10,801
shares
|
$959,020
0.38% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
10,734
shares
|
$953,071
0.69% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
10,733
shares
|
$952,983
0.21% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
10,700
shares
|
$950,053
0.62% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
10,551
shares
|
$936,823
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
10,457
shares
|
$928,477
0.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,334
shares
|
$917,555
0.11% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
10,301
shares
|
$914,625
0.64% of portfolio
|
Q3 2024
Reduced 6.81%
|