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 1,281 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 $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
226,260
shares
|
$20.6 Million
8.43% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
224,878
shares
|
$20.5 Million
0.11% of portfolio
|
Q3 2024
Added 343.13%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
219,949
shares
|
$20 Million
0.32% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
219,886
shares
|
$20 Million
3.87% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
218,432
shares
|
$19.9 Million
2.47% of portfolio
|
Q2 2023
Reduced 2.74%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
218,286
shares
|
$19.9 Million
0.02% of portfolio
|
Q3 2024
Added 132.28%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
218,147
shares
|
$19.9 Million
10.14% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
211,729
shares
|
$19.3 Million
0.43% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
209,550
shares
|
$19.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
208,744
shares
|
$19 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
208,087
shares
|
$19 Million
2.19% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
207,455
shares
|
$18.9 Million
1.46% of portfolio
|
Q2 2020
Reduced 0.22%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
202,644
shares
|
$18.5 Million
6.75% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
197,762
shares
|
$18 Million
22.21% of portfolio
|
Q2 2023
Added 9.68%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
197,300
shares
|
$18 Million
0.56% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
M&T Bank Corp
|
Nov 15, 2024 Q3 2024 |
189,896
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
189,595
shares
|
$17.3 Million
4.83% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
189,185
shares
|
$17.2 Million
0.19% of portfolio
|
Q3 2024
Added 837.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
187,402
shares
|
$17.1 Million
0.05% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
186,276
shares
|
$17 Million
6.79% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
179,345
shares
|
$16.3 Million
0.14% of portfolio
|
Q3 2024
Added 1719.47%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
177,993
shares
|
$16.2 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
173,645
shares
|
$15.8 Million
0.74% of portfolio
|
Q3 2024
Added 2578.47%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
173,475
shares
|
$15.8 Million
3.66% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
170,000
shares
|
$15.5 Million
0.07% of portfolio
|
Q3 2024
New holding
|