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 1,245 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
93,976
shares
|
$8.56 Million
0.01% of portfolio
|
Q2 2024
Added 545.09%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
93,898
shares
|
$8.56 Million
0.57% of portfolio
|
Q3 2023
Reduced 49.93%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
93,310
shares
|
$8.5 Million
1.26% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
Calamos Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
92,828
shares
|
$8.46 Million
0.43% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
92,496
shares
|
$8.43 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
91,324
shares
|
$8.32 Million
6.28% of portfolio
|
Q2 2024
Reduced 6.52%
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jul 26, 2024 Q2 2024 |
91,276
shares
|
$8.32 Million
5.68% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Jmac Enterprises LLC
|
Jul 30, 2024 Q2 2024 |
90,652
shares
|
$8.26 Million
1.37% of portfolio
|
Q2 2024
Added 2.76%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
89,917
shares
|
$8.2 Million
0.23% of portfolio
|
Q2 2024
Added 56.77%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
89,900
shares
|
$8.19 Million
0.25% of portfolio
|
Q2 2020
Added 34.69%
|
|
1900 Wealth Management LLC
|
Jul 26, 2024 Q2 2024 |
88,974
shares
|
$8.11 Million
0.74% of portfolio
|
Q2 2024
Reduced 17.62%
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
88,944
shares
|
$8.11 Million
0.06% of portfolio
|
Q2 2024
Reduced 66.71%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
88,820
shares
|
$8.1 Million
0.29% of portfolio
|
Q2 2024
Added 6.61%
|
|
Smart Money Group LLC
|
Aug 12, 2024 Q2 2024 |
88,683
shares
|
$8.08 Million
3.05% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Van Hulzen Asset Management, LLC
|
Aug 07, 2024 Q2 2024 |
88,506
shares
|
$8.07 Million
0.5% of portfolio
|
Q2 2024
Added 0.02%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
88,435
shares
|
$8.06 Million
1.28% of portfolio
|
Q1 2023
Added 2.24%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
88,061
shares
|
$8.03 Million
0.28% of portfolio
|
Q2 2024
Added 1.67%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
87,030
shares
|
$7.93 Million
0.21% of portfolio
|
Q1 2024
Added 0.33%
|
|
Family Capital Trust CO
|
Aug 08, 2024 Q2 2024 |
84,991
shares
|
$7.75 Million
2.33% of portfolio
|
Q2 2024
Reduced 5.31%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
83,809
shares
|
$7.64 Million
0.01% of portfolio
|
Q2 2024
Added 111.0%
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
83,204
shares
|
$7.58 Million
1.17% of portfolio
|
Q1 2024
New holding
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
81,514
shares
|
$7.43 Million
0.45% of portfolio
|
Q2 2024
Added 0.6%
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
81,217
shares
|
$7.4 Million
0.52% of portfolio
|
Q2 2024
Reduced 6.01%
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
80,652
shares
|
$7.35 Million
4.95% of portfolio
|
Q4 2022
Reduced 1.08%
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
79,603
shares
|
$7.26 Million
6.59% of portfolio
|
Q3 2023
Reduced 1.0%
|