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 $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
9,172
shares
|
$822,361
0.69% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
9,170
shares
|
$822,182
0.0% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
9,103
shares
|
$816,174
0.24% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
9,030
shares
|
$809,629
0.48% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,026
shares
|
$809,271
0.0% of portfolio
|
Q3 2024
Reduced 73.93%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,024
shares
|
$809,091
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,920
shares
|
$799,767
0.16% of portfolio
|
N/A
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
8,806
shares
|
$789,545
0.24% of portfolio
|
Q3 2024
Reduced 30.33%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,798
shares
|
$788,828
0.43% of portfolio
|
Q3 2024
Reduced 29.69%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,766
shares
|
$785,959
0.12% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
8,727
shares
|
$782,462
0.35% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
8,725
shares
|
$782,283
0.43% of portfolio
|
Q3 2024
Reduced 45.22%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
8,694
shares
|
$779,504
0.08% of portfolio
|
Q3 2024
Reduced 44.95%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
8,675
shares
|
$777,800
0.36% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
8,663
shares
|
$776,724
0.68% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
8,658
shares
|
$776,276
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
8,644
shares
|
$775,021
0.08% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
8,583
shares
|
$769,551
0.01% of portfolio
|
Q3 2024
Added 301.45%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
8,579
shares
|
$769,193
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
8,562
shares
|
$767,668
0.03% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
8,467
shares
|
$759,151
0.29% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
8,405
shares
|
$753,592
0.14% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
8,402
shares
|
$753,323
0.0% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
8,396
shares
|
$752,785
0.26% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
8,385
shares
|
$751,799
0.41% of portfolio
|
Q3 2024
Reduced 6.93%
|