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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
5,334
shares
|
$478,246
0.08% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
5,316
shares
|
$476,632
0.27% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
5,291
shares
|
$474,391
0.05% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
5,284
shares
|
$473,763
0.25% of portfolio
|
Q3 2024
Reduced 82.12%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,239
shares
|
$469,728
0.6% of portfolio
|
Q3 2022
Added 20.33%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
5,212
shares
|
$467,307
0.13% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
5,205
shares
|
$466,680
0.09% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
5,189
shares
|
$465,245
0.31% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
5,165
shares
|
$463,093
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
5,123
shares
|
$459,328
0.51% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
5,118
shares
|
$458,879
0.03% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
5,111
shares
|
$458,252
0.16% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,106
shares
|
$457,803
0.02% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
5,092
shares
|
$456,548
0.0% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,074
shares
|
$454,934
0.0% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,039
shares
|
$451,796
0.05% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
5,033
shares
|
$451,258
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
5,005
shares
|
$448,748
0.11% of portfolio
|
Q1 2023
Reduced 45.14%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
5,004
shares
|
$448,658
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,003
shares
|
$448,568
0.24% of portfolio
|
Q3 2024
Reduced 81.72%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
5,000
shares
|
$448,300
0.07% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
4,997
shares
|
$448,031
0.17% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,985
shares
|
$446,955
0.03% of portfolio
|
Q3 2022
Reduced 28.47%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
4,972
shares
|
$445,789
0.03% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,947
shares
|
$443,548
0.02% of portfolio
|
Q1 2024
Added 2.32%
|