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 1,483 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
78,138
shares
|
$7.36 Million
0.22% of portfolio
|
Q3 2025
Reduced 32.03%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
78,024
shares
|
$7.35 Million
0.43% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
77,599
shares
|
$7.31 Million
2.71% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
76,617
shares
|
$7.22 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
76,529
shares
|
$7.21 Million
0.06% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
76,529
shares
|
$7.21 Million
0.47% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
76,323
shares
|
$7.19 Million
5.19% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
75,807
shares
|
$7.14 Million
0.47% of portfolio
|
Q2 2025
Added 833.81%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
75,709
shares
|
$7.13 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
75,597
shares
|
$7.12 Million
0.07% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
75,348
shares
|
$7.1 Million
0.85% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
75,289
shares
|
$7.09 Million
3.35% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
74,999
shares
|
$7.06 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
74,823
shares
|
$7.05 Million
3.68% of portfolio
|
Q3 2025
Reduced 42.28%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
74,812
shares
|
$7.05 Million
2.95% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
74,605
shares
|
$7.03 Million
0.9% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
74,326
shares
|
$7 Million
0.52% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
72,394
shares
|
$6.82 Million
2.59% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
72,282
shares
|
$6.81 Million
1.92% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
71,424
shares
|
$6.73 Million
4.52% of portfolio
|
Q3 2025
Reduced 67.35%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
71,214
shares
|
$6.71 Million
0.05% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
70,420
shares
|
$6.63 Million
2.06% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,010
shares
|
$6.5 Million
0.07% of portfolio
|
Q1 2025
Added 33.34%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
68,823
shares
|
$6.48 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
68,802
shares
|
$6.48 Million
0.33% of portfolio
|
Q3 2025
Added 3.7%
|
|