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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
137,050
shares
|
$12.5 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
137,010
shares
|
$12.5 Million
5.16% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
133,596
shares
|
$12.2 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
133,097
shares
|
$12.1 Million
1.15% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
131,331
shares
|
$12 Million
0.1% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
131,200
shares
|
$11.9 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
130,466
shares
|
$11.9 Million
3.51% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
130,153
shares
|
$11.9 Million
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
129,772
shares
|
$11.8 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
128,139
shares
|
$11.7 Million
6.05% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
127,830
shares
|
$11.6 Million
2.77% of portfolio
|
Q3 2024
Reduced 83.38%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
127,036
shares
|
$11.6 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
126,600
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
126,118
shares
|
$11.5 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
124,948
shares
|
$11.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
124,357
shares
|
$11.3 Million
7.13% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
124,045
shares
|
$11.3 Million
2.11% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
123,940
shares
|
$11.3 Million
0.33% of portfolio
|
Q3 2024
Added 40.74%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
123,262
shares
|
$11.2 Million
1.02% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
122,178
shares
|
$11.1 Million
0.89% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
119,817
shares
|
$10.9 Million
2.7% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
119,723
shares
|
$10.9 Million
1.92% of portfolio
|
Q3 2024
New holding
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
119,478
shares
|
$10.9 Million
1.11% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
118,834
shares
|
$10.8 Million
0.25% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
118,553
shares
|
$10.8 Million
4.57% of portfolio
|
Q3 2024
Added 0.7%
|