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 |
|---|---|---|---|---|---|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
6,195
shares
|
$555,443
0.3% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
6,175
shares
|
$553,650
0.02% of portfolio
|
Q2 2021
Added 37.87%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
6,145
shares
|
$550,960
0.13% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
6,142
shares
|
$550,691
0.33% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6,121
shares
|
$548,808
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
6,111
shares
|
$547,912
0.44% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
6,094
shares
|
$546,388
0.68% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
6,080
shares
|
$545,132
0.12% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,046
shares
|
$542,084
0.01% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,046
shares
|
$542,084
0.0% of portfolio
|
Q3 2024
Reduced 21.09%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,976
shares
|
$535,808
0.01% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
5,967
shares
|
$535,001
0.15% of portfolio
|
Q4 2023
Reduced 9.74%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
5,964
shares
|
$534,732
0.28% of portfolio
|
Q2 2023
Added 3.47%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,925
shares
|
$531,235
0.03% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
5,874
shares
|
$526,662
0.07% of portfolio
|
Q1 2024
Reduced 1.49%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
5,873
shares
|
$526,573
0.74% of portfolio
|
Q3 2023
Added 10.06%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
5,866
shares
|
$525,945
0.3% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
5,838
shares
|
$523,435
0.04% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
5,828
shares
|
$522,538
0.09% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,798
shares
|
$519,848
0.29% of portfolio
|
Q2 2023
Reduced 48.18%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
5,790
shares
|
$519,131
0.26% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
5,783
shares
|
$518,503
0.01% of portfolio
|
Q3 2024
Reduced 23.94%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
5,752
shares
|
$515,724
0.3% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
5,735
shares
|
$514,200
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,717
shares
|
$512,586
0.69% of portfolio
|
Q2 2022
New holding
|