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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,547
shares
|
$318,024
0.02% of portfolio
|
Q3 2024
Reduced 22.1%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
3,522
shares
|
$315,782
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
3,515
shares
|
$315,154
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,482
shares
|
$312,196
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
3,478
shares
|
$311,837
0.19% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
3,469
shares
|
$311,030
0.03% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,455
shares
|
$309,775
0.1% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
3,450
shares
|
$309,327
0.0% of portfolio
|
Q3 2024
Reduced 20.36%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
3,447
shares
|
$309,058
0.08% of portfolio
|
Q2 2024
Added 3.92%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
3,436
shares
|
$308,071
0.08% of portfolio
|
Q2 2024
Reduced 14.36%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
3,415
shares
|
$306,188
0.11% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
3,385
shares
|
$303,499
0.22% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,383
shares
|
$303,319
0.15% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
3,383
shares
|
$303,319
0.0% of portfolio
|
Q3 2024
Added 34.09%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
3,382
shares
|
$303,230
0.03% of portfolio
|
Q3 2024
Added 33.99%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
3,374
shares
|
$302,512
0.02% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
3,364
shares
|
$301,616
0.02% of portfolio
|
Q3 2024
Added 22.37%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
3,327
shares
|
$298,298
0.11% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,327
shares
|
$298,298
0.01% of portfolio
|
Q3 2024
Reduced 71.36%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,302
shares
|
$296,057
0.04% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
3,298
shares
|
$295,698
0.23% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
3,284
shares
|
$294,443
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
3,281
shares
|
$294,174
0.12% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
3,278
shares
|
$293,905
0.14% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,278
shares
|
$293,905
0.01% of portfolio
|
Q3 2023
New holding
|