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 |
|---|---|---|---|---|---|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
3,972
shares
|
$356,129
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
3,967
shares
|
$355,681
0.01% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
3,952
shares
|
$354,336
0.05% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,938
shares
|
$353,081
0.2% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
3,938
shares
|
$353,081
0.2% of portfolio
|
Q3 2024
Reduced 77.2%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
3,932
shares
|
$352,543
0.11% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
3,929
shares
|
$352,274
0.23% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
3,920
shares
|
$351,467
0.09% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
3,910
shares
|
$350,570
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,900
shares
|
$349,674
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
3,898
shares
|
$349,494
0.01% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,892
shares
|
$348,956
0.02% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
3,884
shares
|
$348,239
0.13% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
3,878
shares
|
$347,701
0.09% of portfolio
|
Q3 2024
Added 35.74%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
3,875
shares
|
$347,432
0.05% of portfolio
|
Q3 2024
Reduced 91.23%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,863
shares
|
$346,356
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
3,862
shares
|
$346,266
0.18% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,859
shares
|
$345,997
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,857
shares
|
$345,818
0.17% of portfolio
|
Q2 2023
Added 12.06%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,850
shares
|
$345,191
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,848
shares
|
$345,011
0.01% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,847
shares
|
$344,922
0.16% of portfolio
|
Q4 2022
Added 13.01%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
3,846
shares
|
$344,832
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
3,839
shares
|
$344,204
0.06% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
3,832
shares
|
$343,577
0.07% of portfolio
|
Q1 2020
New holding
|