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 |
|---|---|---|---|---|---|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
10,190
shares
|
$904,770
0.19% of portfolio
|
Q1 2023
Reduced 7.48%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
10,066
shares
|
$893,760
0.07% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
10,060
shares
|
$893,227
0.08% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
9,999
shares
|
$887,811
0.04% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
9,978
shares
|
$885,946
0.19% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
9,945
shares
|
$883,016
0.09% of portfolio
|
Q3 2024
Reduced 47.3%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
9,936
shares
|
$882,217
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
9,887
shares
|
$877,866
0.0% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
9,846
shares
|
$874,226
0.72% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
9,832
shares
|
$872,983
0.38% of portfolio
|
Q3 2024
Added 151.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,792
shares
|
$869,431
0.06% of portfolio
|
Q4 2023
Reduced 50.64%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
9,735
shares
|
$864,370
0.58% of portfolio
|
Q4 2023
New holding
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
9,688
shares
|
$860,197
0.02% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
9,676
shares
|
$859,132
0.75% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
9,668
shares
|
$858,421
0.28% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
9,658
shares
|
$857,533
0.05% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
9,557
shares
|
$848,566
0.45% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
9,458
shares
|
$839,775
0.19% of portfolio
|
Q3 2024
Added 42.08%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
9,452
shares
|
$839,243
0.09% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
9,420
shares
|
$836,401
0.21% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
9,371
shares
|
$832,051
0.34% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
9,333
shares
|
$828,677
0.26% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
9,276
shares
|
$823,616
0.31% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
9,236
shares
|
$820,064
0.06% of portfolio
|
Q3 2024
Reduced 36.09%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
9,195
shares
|
$816,424
0.37% of portfolio
|
Q1 2023
Reduced 35.11%
|