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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
720
shares
|
$64,850
0.01% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
711
shares
|
$64,039
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
704
shares
|
$63,409
0.01% of portfolio
|
Q4 2023
Reduced 5.38%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
695
shares
|
$62,598
0.01% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
680
shares
|
$61,247
0.03% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
675
shares
|
$60,797
0.0% of portfolio
|
Q1 2024
Reduced 8.04%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
662
shares
|
$59,626
0.02% of portfolio
|
Q2 2024
Added 101.22%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
629
shares
|
$56,654
0.01% of portfolio
|
Q1 2024
Reduced 6.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
625
shares
|
$56,293
0.0% of portfolio
|
Q2 2024
Added 62400.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
621
shares
|
$55,933
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
615
shares
|
$55,393
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
614
shares
|
$55,302
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
611
shares
|
$55,032
0.01% of portfolio
|
Q3 2024
Added 71.63%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
600
shares
|
$54,041
0.01% of portfolio
|
Q1 2022
Reduced 22.08%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
565
shares
|
$50,889
0.0% of portfolio
|
Q3 2024
Added 334.62%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
549
shares
|
$49,448
0.0% of portfolio
|
Q3 2024
Reduced 63.2%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
532
shares
|
$47,917
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
529
shares
|
$47,647
0.02% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
525
shares
|
$47,286
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
524
shares
|
$47,196
0.02% of portfolio
|
Q2 2024
Reduced 74.33%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
513
shares
|
$46,205
0.03% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
504
shares
|
$45,395
0.01% of portfolio
|
Q2 2024
Reduced 93.34%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
502
shares
|
$45,215
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
500
shares
|
$45,035
0.01% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
494
shares
|
$44,494
0.0% of portfolio
|
Q3 2024
New holding
|