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 |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
325
shares
|
$29,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
322
shares
|
$29,002
0.0% of portfolio
|
Q3 2024
Added 51.17%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
315
shares
|
$28,372
0.01% of portfolio
|
Q3 2024
Reduced 66.7%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
306
shares
|
$27,561
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
301
shares
|
$27,111
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
291
shares
|
$26,210
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
290
shares
|
$26,120
0.01% of portfolio
|
Q1 2024
Reduced 76.25%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
274
shares
|
$24,679
0.0% of portfolio
|
Q4 2023
Reduced 81.08%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
273
shares
|
$24,589
0.06% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
265
shares
|
$23,868
0.0% of portfolio
|
Q3 2024
Reduced 22.97%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
265
shares
|
$23,868
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
258
shares
|
$23,238
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
258
shares
|
$23,238
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
250
shares
|
$22,517
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
247
shares
|
$22,247
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
230
shares
|
$20,716
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
228
shares
|
$20,535
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
225
shares
|
$20,265
0.0% of portfolio
|
Q1 2024
Reduced 21.88%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
224
shares
|
$20,175
0.01% of portfolio
|
Q2 2024
Reduced 28.66%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
223
shares
|
$20,085
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
220
shares
|
$19,815
0.0% of portfolio
|
Q3 2024
Added 243.75%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
220
shares
|
$19,815
0.01% of portfolio
|
Q4 2023
Reduced 93.28%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
217
shares
|
$19,545
0.0% of portfolio
|
Q3 2024
Reduced 21.94%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
216
shares
|
$19,455
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
189
shares
|
$17,023
0.01% of portfolio
|
Q4 2023
New holding
|