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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,926
shares
|
$441,665
0.15% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
4,884
shares
|
$437,899
0.04% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,879
shares
|
$437,451
0.04% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
4,842
shares
|
$434,133
0.22% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
4,806
shares
|
$430,905
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,794
shares
|
$429,830
0.03% of portfolio
|
Q4 2022
Reduced 5.39%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
4,749
shares
|
$425,795
0.11% of portfolio
|
Q3 2024
Reduced 73.7%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
4,734
shares
|
$424,450
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
4,725
shares
|
$423,643
0.03% of portfolio
|
Q3 2023
Reduced 14.09%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
4,701
shares
|
$421,491
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,699
shares
|
$421,312
0.01% of portfolio
|
Q4 2023
Added 15.03%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
4,677
shares
|
$419,339
0.37% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
4,668
shares
|
$418,532
0.01% of portfolio
|
Q3 2024
Reduced 29.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,654
shares
|
$417,277
0.0% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
4,652
shares
|
$417,098
0.08% of portfolio
|
Q3 2024
Added 173.17%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
4,649
shares
|
$416,829
0.17% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
4,638
shares
|
$415,843
0.26% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,629
shares
|
$415,036
0.09% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
4,600
shares
|
$412,436
0.11% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
4,598
shares
|
$412,256
0.03% of portfolio
|
Q1 2024
Reduced 6.6%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
4,596
shares
|
$412,077
0.31% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
4,558
shares
|
$408,670
0.12% of portfolio
|
Q2 2024
Reduced 7.75%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
4,550
shares
|
$407,953
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,534
shares
|
$406,518
0.04% of portfolio
|
Q2 2024
Reduced 27.09%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
4,489
shares
|
$402,483
0.19% of portfolio
|
Q3 2024
Reduced 0.51%
|