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 |
|---|---|---|---|---|---|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
2,372
shares
|
$213,646
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2,355
shares
|
$212,114
0.0% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
2,350
shares
|
$211,664
0.06% of portfolio
|
Q3 2024
Reduced 30.68%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
2,344
shares
|
$211,124
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,327
shares
|
$209,592
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
2,327
shares
|
$209,592
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,321
shares
|
$209,052
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
2,320
shares
|
$208,962
0.01% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
2,311
shares
|
$208,151
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
2,310
shares
|
$208,061
0.02% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,306
shares
|
$207,701
0.0% of portfolio
|
Q3 2024
Reduced 15.28%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,305
shares
|
$207,611
0.03% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
2,255
shares
|
$203,107
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
2,247
shares
|
$202,387
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
2,241
shares
|
$201,846
0.06% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
2,236
shares
|
$201,396
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,223
shares
|
$200,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,222
shares
|
$200,135
0.02% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
2,198
shares
|
$197,973
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,194
shares
|
$197,613
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,186
shares
|
$196,893
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,184
shares
|
$196,712
0.04% of portfolio
|
Q1 2024
Added 31.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,087
shares
|
$187,976
0.09% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,073
shares
|
$186,715
0.01% of portfolio
|
Q2 2023
Reduced 15.97%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,983
shares
|
$178,608
0.02% of portfolio
|
Q3 2024
Added 5.99%
|