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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,126
shares
|
$101,418
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,092
shares
|
$98,356
0.1% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,083
shares
|
$97,545
0.01% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
1,069
shares
|
$96,284
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,052
shares
|
$94,753
0.01% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
1,024
shares
|
$92,231
0.05% of portfolio
|
Q3 2024
Added 1948.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
1,014
shares
|
$91,330
0.05% of portfolio
|
Q3 2024
Added 1460.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
1,014
shares
|
$91,330
0.03% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,007
shares
|
$90,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
956
shares
|
$86,106
0.04% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
941
shares
|
$84,755
0.03% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
852
shares
|
$76,739
0.03% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
850
shares
|
$76,559
0.01% of portfolio
|
Q1 2022
Reduced 9.86%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
835
shares
|
$75,208
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
834
shares
|
$75,118
0.02% of portfolio
|
Q4 2023
Added 701.92%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
818
shares
|
$73,677
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
811
shares
|
$73,046
0.03% of portfolio
|
Q1 2024
Added 377.06%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
810
shares
|
$72,956
0.01% of portfolio
|
Q3 2024
Reduced 44.71%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
809
shares
|
$72,866
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
800
shares
|
$72,056
0.04% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
797
shares
|
$71,785
0.01% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
775
shares
|
$69,804
0.0% of portfolio
|
Q3 2024
Reduced 28.83%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
749
shares
|
$67,462
0.01% of portfolio
|
Q1 2024
Reduced 55.34%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
740
shares
|
$66,651
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
738
shares
|
$66,471
0.02% of portfolio
|
Q3 2024
New holding
|