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 |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
3,808
shares
|
$341,425
0.26% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
3,804
shares
|
$341,066
0.01% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,794
shares
|
$340,170
0.15% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,791
shares
|
$339,901
0.06% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
3,780
shares
|
$338,914
0.01% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,779
shares
|
$338,825
0.11% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
3,777
shares
|
$338,645
0.34% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
3,774
shares
|
$338,376
0.02% of portfolio
|
Q1 2024
Reduced 10.65%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
3,773
shares
|
$338,287
0.14% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,763
shares
|
$337,390
0.0% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,754
shares
|
$336,583
0.05% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
3,700
shares
|
$331,742
0.31% of portfolio
|
Q3 2023
Reduced 9.76%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,680
shares
|
$329,948
0.04% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,665
shares
|
$328,603
0.13% of portfolio
|
Q3 2024
Reduced 28.17%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
3,651
shares
|
$327,348
0.04% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
3,643
shares
|
$326,631
0.04% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,628
shares
|
$325,286
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
3,621
shares
|
$324,658
0.02% of portfolio
|
Q3 2024
Added 142.21%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
3,619
shares
|
$324,479
0.17% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
3,616
shares
|
$324,210
0.06% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
3,595
shares
|
$322,327
0.08% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
3,593
shares
|
$322,148
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,589
shares
|
$321,789
0.02% of portfolio
|
Q1 2024
Reduced 14.06%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,568
shares
|
$319,906
0.11% of portfolio
|
Q3 2023
Reduced 63.36%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
3,566
shares
|
$319,727
0.03% of portfolio
|
Q3 2024
Reduced 4.6%
|