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 |
|---|---|---|---|---|---|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
6,800
shares
|
$609,688
0.51% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,725
shares
|
$602,963
0.22% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
6,709
shares
|
$601,528
0.23% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
6,706
shares
|
$601,259
0.14% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
6,662
shares
|
$597,314
0.11% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
6,613
shares
|
$592,921
0.09% of portfolio
|
Q3 2024
Reduced 38.47%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
6,577
shares
|
$589,693
0.11% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
6,520
shares
|
$584,583
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
6,483
shares
|
$581,265
0.05% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,481
shares
|
$581,086
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
6,449
shares
|
$578,217
0.01% of portfolio
|
Q3 2024
Reduced 27.74%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
6,439
shares
|
$577,320
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,434
shares
|
$576,872
0.09% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
6,414
shares
|
$575,079
0.13% of portfolio
|
Q3 2024
Reduced 15.61%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
6,410
shares
|
$574,720
0.14% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
6,398
shares
|
$573,644
0.24% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,389
shares
|
$572,837
0.38% of portfolio
|
Q3 2024
Added 31.87%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,366
shares
|
$570,775
0.01% of portfolio
|
Q3 2024
Added 149.94%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,338
shares
|
$568,265
0.04% of portfolio
|
Q3 2024
Reduced 20.56%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
6,330
shares
|
$567,547
0.25% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,308
shares
|
$565,575
0.03% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,306
shares
|
$565,395
0.06% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,283
shares
|
$563,333
0.01% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
6,275
shares
|
$562,616
0.15% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
6,220
shares
|
$557,685
0.35% of portfolio
|
Q3 2024
Added 2.29%
|