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iShares Edge MSCI Min Vol USA ETF Institutional Ownership (BATS:USMV)

$63.67
-0.55 (-0.86 %)
(As of 10/23/2019 04:28 AM ET)
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Today's Range
$63.63
Now: $63.67▼
$64.33
50-Day Range
$62.52
MA: $63.94▼
$64.77
52-Week Range
$47.44
Now: $63.67▼
$55.45
Volume3.45 million shs
Average VolumeN/A
Market CapitalizationN/A
P/E RatioN/A
Dividend YieldN/A
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

 

iShares Edge MSCI Min Vol USA ETF (BATS USMV) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
10/22/2019Flagship Harbor Advisors LLC106,704$6.84M1.3%+37.7%0.000%
10/22/2019Prospera Financial Services Inc61,660$3.95M0.4%+56.2%0.000%
10/22/2019MCF Advisors LLC41,326$2.65M0.4%+0.8%0.000%
10/22/2019180 Wealth Advisors LLC39,855$2.54M1.1%+8.7%0.000%
10/22/20196 Meridian24,435$1.57M0.2%-75.4%0.000%
10/22/2019Aries Wealth Management12,315$0.79M0.5%+7.7%0.000%
10/22/2019CWM LLC1,979,227$126.87M1.8%+57.4%0.000%
10/22/2019Klingman & Associates LLC194,202$12.45M2.2%+26.9%0.000%
10/22/2019Regal Wealth Group Inc.106,282$5.57M5.1%-25.3%0.000%
10/22/2019Kwmg LLC35,235$2.26M0.5%N/A0.000%
10/22/2019OLD National Bancorp IN31,804$2.04M0.1%+186.4%0.000%
10/22/2019Hengehold Capital Management LLC532,964$34.16M6.3%+102.0%0.000%
10/22/2019Legacy Capital Partners Inc.23,496$1.51M0.7%+18.3%0.000%
10/22/2019Personal Wealth Partners732,333$46.94M21.7%-18.6%0.000%
10/22/2019Westbourne Investment Advisors Inc.4,351$0.28M0.2%N/A0.000%
10/21/2019Atwood & Palmer Inc.4,830$0.31M0.0%N/A0.000%
10/21/2019Edge Wealth Management LLC38,139$2.44M0.6%+2.6%0.000%
10/21/2019Iron Financial LLC101,501$6.51M4.8%N/A0.000%
10/21/2019Brinker Capital Inc.77,672$4.98M0.2%-2.9%0.000%
10/21/2019Windsor Group LTD57,211$3.59M1.6%+103.4%0.000%
10/21/2019Stuart Chaussee & Associates Inc.2,011,232$128.92M77.5%+38.9%0.000%
10/21/2019BTR Capital Management Inc.3,166$0.20M0.0%N/A0.000%
10/18/2019Stephens Inc. AR86,543$5.55M0.1%+139.9%0.000%
10/18/2019Kistler Tiffany Companies LLC435$28K0.0%N/A0.000%
10/18/2019SPC Financial Inc.19,606$1.26M0.3%+23.9%0.000%
10/18/2019Mechanics Bank Trust Department85,174$5.46M1.1%N/A0.000%
10/18/2019Ford Financial Group Inc.79,401$5.09M3.2%+36.2%0.000%
10/18/2019Montecito Bank & Trust225,042$14.43M4.3%+60.7%0.000%
10/18/2019Garrett Wealth Advisory Group LLC279,019$17.89M12.5%+0.5%0.000%
10/18/2019Alpha Cubed Investments LLC4,985$0.32M0.0%N/A0.000%
10/18/2019Brookstone Capital Management4,092,089$262.30M14.2%+22.0%0.000%
10/18/2019Julex Capital Management LLC94,360$6.04M14.2%N/A0.000%
10/18/2019Lantz Financial LLC3,502$0.22M0.1%N/A0.000%
10/18/2019Park Avenue Securities LLC1,444,561$92.60M4.4%+73.3%0.000%
10/18/2019Wealthquest Corp47,525$3.05M1.0%+473.5%0.000%
10/17/2019Peterson Wealth Advisors LLC3,208$0.21M0.1%N/A0.000%
10/17/2019NEXT Financial Group Inc115,107$7.38M0.8%+1.1%0.000%
10/17/2019Tompkins Financial Corp341,647$21.90M4.4%-1.0%0.000%
10/17/2019Envestnet Asset Management Inc.19,483,239$1.25B1.4%+40.7%0.000%
10/17/2019Beacon Harbor Wealth Advisors Inc.99,247$6.34M4.1%N/A0.000%
10/17/2019Pettinga Financial Advisors LLC328,037$21.03M11.3%+6.7%0.000%
10/17/2019Professional Planning15,348$0.98M1.0%N/A0.000%
10/17/2019Outlook Wealth Advisors LLC108,818$6.98M4.2%+13.0%0.000%
10/17/2019Arkansas Financial Group Inc.70,468$4.52M1.6%+21.9%0.000%
10/17/2019Founders Financial Securities LLC47,800$3.06M1.0%N/A0.000%
10/17/2019Leicht Financial Planning & Wealth Management Inc.79,123$5.07M4.8%+24.9%0.000%
10/17/2019Sage Capital Advisors llc13,008$0.83M0.6%N/A0.000%
10/17/2019Capital Investment Advisory Services LLC4,885$0.31M0.1%+18.1%0.000%
10/17/2019Stonehearth Capital Management LLC230,460$14.77M10.8%+0.4%0.000%
10/17/2019Winfield Associates Inc.60,923$3.91M1.9%+201.0%0.000%
10/17/2019Wealthcare Advisory Partners LLC40,871$2.62M0.4%+14.6%0.000%
10/16/2019Cypress Wealth Services LLC68,127$4.37M1.2%+83.1%0.000%
10/16/2019Schwab Charitable Fund29,539$1.89M1.5%+5.5%0.000%
10/16/2019Vista Private Wealth Partners. LLC88,402$5.66M3.4%+4.8%0.000%
10/16/2019Strategic Blueprint LLC7,387$0.47M0.4%+48.1%0.000%
10/16/2019Signaturefd LLC3,653,508$234.19M19.2%+3.7%0.000%
10/16/2019CIBC Private Wealth Group LLC14,895$0.96M0.0%+22.9%0.000%
10/16/2019Massey Quick Simon & CO. LLC5,018$0.32M0.1%N/A0.000%
10/16/2019Harwood Advisory Group LLC4,642$0.30M0.1%-4.8%0.000%
10/15/2019Eagle Capital Management LLC160,736$10.30M5.8%+1.5%0.000%
10/15/2019Simplex Trading LLC1,687$0.11M0.0%N/A0.000%
10/15/2019Summit X LLC93,583$5.99M2.4%+55.1%0.000%
10/15/2019Bridgeworth LLC13,939$0.89M0.3%-19.3%0.000%
10/15/2019Family Capital Trust Co94,492$6.06M2.5%-0.6%0.000%
10/15/2019Bay Harbor Wealth Management LLC45,094$2.89M1.7%+18.1%0.000%
10/15/2019Patten & Patten Inc. TN7,537$0.48M0.1%-6.2%0.000%
10/15/2019Santori & Peters Inc.122,296$7.84M5.7%+8.1%0.000%
10/15/2019LifePlan Financial Group Inc69,177$4.43M2.1%+49.7%0.000%
10/15/2019Global Trust Asset Management LLC60,134$3.86M2.6%-1.9%0.000%
10/15/2019Vishria Bird Financial Group LLC78,525$5.03M5.8%+7.4%0.000%
10/15/2019Ballew Advisors Inc44,107$2.78M2.5%+0.9%0.000%
10/15/2019Roman Butler Fullerton & Co.26,680$1.71M1.2%+35.3%0.000%
10/15/2019Epstein & White Financial LLC172,420$11.05M5.4%+15.2%0.000%
10/15/2019Valeo Financial Advisors LLC2,958$0.19M0.0%-7.4%0.000%
10/15/2019Nwam LLC48,019$3.08M0.6%+22.4%0.000%
10/15/2019PFG Advisors83,312$5.28M1.5%+12.5%0.000%
10/15/2019Jaffetilchin Investment Partners LLC17,159$1.10M0.3%+32.8%0.000%
10/15/2019Well Done LLC291,287$18.67M4.4%-11.0%0.000%
10/15/2019Marino Stram & Associates LLC42,429$2.72M1.9%+11.0%0.000%
10/15/2019Financial Gravity Wealth Inc.5,153$0.33M0.3%N/A0.000%
10/11/2019OmniStar Financial Group Inc.8,155$0.52M0.5%+57.4%0.000%
10/11/2019Camden National Bank44,162$2.83M0.6%+5.2%0.000%
10/11/2019Foster Victor Wealth Advisors LLC3,371$0.22M0.1%-28.0%0.000%
10/11/2019VERITY Wealth Advisors101,672$6.52M6.4%-4.1%0.000%
10/11/2019CLARET ASSET MANAGEMENT Corp5,024$0.32M0.1%N/A0.000%
10/11/2019Gyroscope Capital Management Group LLC19,385$1.22M0.5%N/A0.000%
10/11/2019Evanson Asset Management LLC7,184$0.46M0.1%N/A0.000%
10/11/2019Intellectus Partners LLC59,008$3.78M1.7%+103.2%0.000%
10/10/2019E&G Advisors LP3,900$0.25M0.1%N/A0.000%
10/10/2019Truewealth LLC2,805$0.18M0.1%-6.0%0.000%
10/10/2019Legacy Private Trust Co.94,892$6.08M0.7%+0.8%0.000%
10/10/2019Hardy Reed LLC27,623$1.77M0.7%+8.7%0.000%
10/10/2019Gradient Investments LLC1,137$73K0.0%+334.0%0.000%
10/10/2019CX Institutional126,315$8.10M1.3%-7.5%0.000%
10/10/2019MA Private Wealth4,524$0.29M0.1%N/A0.000%
10/10/2019Capital Asset Advisory Services LLC115,986$7.44M4.9%+15.4%0.000%
10/9/2019Ellis Investment Partners LLC60,005$3.81M1.4%+3.7%0.000%
10/9/2019Allworth Financial LP88,244$5.66M0.2%-3.2%0.000%
10/9/2019Pennsylvania Trust Co406,314$26.05M1.0%+7.0%0.000%
10/9/2019Newport Wealth Strategies Inc.36,472$2.34M2.1%-0.7%0.000%
(Data available from 1/1/2016 forward)
This page was last updated on 10/23/2019 by MarketBeat.com Staff

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