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 $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,271
shares
|
$294,749
0.05% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,270
shares
|
$294,659
0.02% of portfolio
|
Q3 2024
Added 147.17%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
3,260
shares
|
$293,758
0.2% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
3,258
shares
|
$293,578
0.11% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,256
shares
|
$293,398
0.07% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
3,247
shares
|
$292,587
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
3,239
shares
|
$291,866
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
3,235
shares
|
$291,505
0.08% of portfolio
|
Q4 2023
Reduced 11.18%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
3,219
shares
|
$290,064
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
3,208
shares
|
$289,072
0.06% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
3,163
shares
|
$285,017
0.07% of portfolio
|
Q1 2023
Reduced 22.91%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,149
shares
|
$283,756
0.05% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
3,142
shares
|
$283,125
0.2% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
3,132
shares
|
$282,224
0.08% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,131
shares
|
$282,134
0.03% of portfolio
|
Q2 2024
Reduced 24.1%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,117
shares
|
$280,872
0.03% of portfolio
|
Q3 2023
Reduced 2.04%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,114
shares
|
$280,602
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,100
shares
|
$279,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
3,098
shares
|
$279,160
0.01% of portfolio
|
Q2 2024
Reduced 52.94%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
3,096
shares
|
$278,980
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
3,084
shares
|
$277,899
0.14% of portfolio
|
Q3 2022
Reduced 4.31%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
3,081
shares
|
$277,628
0.08% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
3,077
shares
|
$277,268
0.07% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
3,077
shares
|
$277,268
0.17% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
3,066
shares
|
$276,277
0.06% of portfolio
|
Q3 2024
Added 0.13%
|