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 |
|---|---|---|---|---|---|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
5,714
shares
|
$512,317
0.24% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
5,696
shares
|
$510,703
0.24% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
5,645
shares
|
$506,130
0.11% of portfolio
|
Q2 2024
Reduced 12.11%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,630
shares
|
$504,785
0.14% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
5,597
shares
|
$501,827
0.3% of portfolio
|
Q3 2024
Reduced 48.66%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
5,593
shares
|
$501,468
0.09% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
5,589
shares
|
$501,109
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
5,574
shares
|
$499,764
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,564
shares
|
$498,868
0.03% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
5,556
shares
|
$498,150
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
5,553
shares
|
$497,881
0.09% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,553
shares
|
$497,881
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
5,550
shares
|
$497,613
0.04% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
5,523
shares
|
$495,192
0.17% of portfolio
|
Q1 2024
Reduced 5.14%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
5,501
shares
|
$493,219
0.22% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
5,497
shares
|
$492,861
0.04% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
5,494
shares
|
$492,592
0.01% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
5,492
shares
|
$492,412
0.09% of portfolio
|
Q4 2021
Reduced 5.41%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
5,483
shares
|
$491,605
0.02% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,475
shares
|
$490,888
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
5,467
shares
|
$490,171
0.26% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
5,461
shares
|
$489,633
0.1% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
5,445
shares
|
$488,198
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
5,424
shares
|
$486,315
0.03% of portfolio
|
Q1 2021
Reduced 50.04%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
5,400
shares
|
$484,164
0.18% of portfolio
|
Q1 2024
Reduced 8.47%
|