USMV

Ishares Msci Usa Min Vol Fac

Latest period2024 - Q4Total superinvestors210

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 210 superinvestors own shares of Ishares Msci Usa Min Vol Fac (USMV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Msci Usa Min Vol Fac (USMV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Msci Usa Min Vol Fac (USMV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Msci Usa Min Vol Fac (USMV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Janice M. Powell@Diversify Advisory Services, Llc Recent Activity Increased 1.27%	0.41%	$7.364M 83,992 shares@ 87.68 avg price	Increased 1.27%
Doug Baxley@Merit Financial Group, Llc Recent Activity Increased 9.5%	0.13%	$6.821M 76,827 shares@ 88.8 avg price	Increased 9.5%
Kayla Berg@Dakota Wealth Management Recent Activity Increased 1.2%	0.15%	$6.246M 70,341 shares@ 88.8 avg price	Increased 1.2%
Lisa Donnelly@Tompkins Financial Corp Recent Activity Increased 1.07%	0.45%	$4.805M 54,118 shares@ 88.79 avg price	Increased 1.07%
Jennifer Matthews@Mcnaughton Wealth Management, Llc Recent Activity Increased 0.11%	2.23%	$4.615M 51,980 shares@ 88.79 avg price	Increased 0.11%
Mike Greim@Cgn Advisors Llc Recent Activity Increased 0.09%	0.34%	$3.495M 39,367 shares@ 88.79 avg price	Increased 0.09%
Richard Stram@Marino, Stram & Associates Llc Recent Activity Increased 2.39%	0.7%	$3.14M 35,363 shares@ 88.8 avg price	Increased 2.39%
Tammi Ellis@Mutual Advisors, Llc Recent Activity Increased 5.24%	0.1%	$3.172M 35,360 shares@ 89.71 avg price	Increased 5.24%
Nicholas B. Yeomans@Yeomans Consulting Group, Inc. Recent Activity Increased 2.46%	1.17%	$3.11M 35,032 shares@ 88.79 avg price	Increased 2.46%
W. Travis McKinney@Hb Wealth Management, Llc Recent Activity Increased 16.6%	0.02%	$1.839M 20,711 shares@ 88.8 avg price	Increased 16.6%