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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
8,377
shares
|
$751,081
0.05% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
8,375
shares
|
$750,902
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
8,350
shares
|
$748,661
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,330
shares
|
$746,867
0.28% of portfolio
|
Q3 2024
Added 47.98%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
8,232
shares
|
$738,081
0.43% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
8,177
shares
|
$733,149
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
8,115
shares
|
$727,590
0.03% of portfolio
|
Q3 2024
Added 33.05%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
8,114
shares
|
$727,501
0.21% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
8,083
shares
|
$724,721
0.26% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
8,066
shares
|
$723,197
0.5% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
8,061
shares
|
$722,749
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
8,058
shares
|
$722,480
0.12% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
8,055
shares
|
$722,211
0.33% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
8,047
shares
|
$721,494
0.46% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,024
shares
|
$719,431
0.25% of portfolio
|
Q3 2020
Added 0.3%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
8,014
shares
|
$718,535
0.31% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
8,009
shares
|
$718,086
0.05% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
8,003
shares
|
$717,548
0.68% of portfolio
|
Q3 2024
Added 40.4%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
7,998
shares
|
$717,100
0.33% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
7,979
shares
|
$715,397
0.17% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
7,940
shares
|
$711,900
0.24% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,866
shares
|
$705,265
0.02% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,829
shares
|
$701,948
0.0% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
7,802
shares
|
$699,527
0.51% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
7,710
shares
|
$691,278
0.06% of portfolio
|
Q1 2024
Reduced 0.32%
|