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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
4,456
shares
|
$399,524
0.01% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
4,432
shares
|
$397,373
0.11% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,413
shares
|
$395,669
0.05% of portfolio
|
Q3 2024
Reduced 15.67%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
4,358
shares
|
$390,738
0.07% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,352
shares
|
$390,200
0.04% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
4,344
shares
|
$389,483
0.09% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
4,332
shares
|
$388,407
0.41% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
4,328
shares
|
$388,048
0.01% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
4,321
shares
|
$387,420
0.04% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
4,315
shares
|
$386,882
0.09% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
4,257
shares
|
$381,682
0.04% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
4,249
shares
|
$380,965
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
4,206
shares
|
$377,109
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
4,163
shares
|
$373,254
0.08% of portfolio
|
Q3 2024
Reduced 21.39%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
4,150
shares
|
$372,089
0.01% of portfolio
|
Q4 2023
Reduced 16.36%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,142
shares
|
$371,371
0.13% of portfolio
|
Q3 2023
Reduced 4.72%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,126
shares
|
$369,937
0.02% of portfolio
|
Q2 2022
Added 29.18%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
4,077
shares
|
$365,543
0.01% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
4,074
shares
|
$365,274
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
4,053
shares
|
$363,391
0.06% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,036
shares
|
$361,867
0.19% of portfolio
|
Q4 2023
Reduced 1.42%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,002
shares
|
$358,819
0.12% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
3,994
shares
|
$358,102
0.1% of portfolio
|
Q3 2024
Reduced 13.92%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
3,993
shares
|
$358,012
0.06% of portfolio
|
Q1 2024
Reduced 19.35%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,985
shares
|
$357,295
0.04% of portfolio
|
Q3 2024
Added 21.16%
|