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 1,458 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
80,652
shares
|
$7.49 Million
4.95% of portfolio
|
Q4 2022
Reduced 1.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
79,814
shares
|
$7.41 Million
0.36% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
79,513
shares
|
$7.38 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
79,083
shares
|
$7.34 Million
2.15% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
79,076
shares
|
$7.34 Million
0.05% of portfolio
|
Q2 2025
Added 1931.24%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
78,967
shares
|
$7.33 Million
0.59% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
78,723
shares
|
$7.31 Million
2.42% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
78,603
shares
|
$7.3 Million
0.93% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
78,585
shares
|
$7.3 Million
0.04% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
77,102
shares
|
$7.16 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
76,993
shares
|
$7.15 Million
5.69% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
76,157
shares
|
$7.07 Million
2.31% of portfolio
|
Q2 2025
Added 103.33%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
75,807
shares
|
$7.04 Million
0.47% of portfolio
|
Q2 2025
Added 833.81%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
75,749
shares
|
$7.03 Million
6.33% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
75,601
shares
|
$7.02 Million
0.17% of portfolio
|
Q2 2025
Reduced 52.58%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
75,224
shares
|
$6.98 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
74,791
shares
|
$6.94 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
74,587
shares
|
$6.92 Million
0.97% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
74,586
shares
|
$6.92 Million
0.99% of portfolio
|
Q2 2025
Reduced 21.47%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
74,030
shares
|
$6.87 Million
0.55% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
73,609
shares
|
$6.83 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
71,877
shares
|
$6.67 Million
2.34% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
71,519
shares
|
$6.64 Million
0.41% of portfolio
|
Q2 2025
Added 32.59%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
71,516
shares
|
$6.64 Million
3.39% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
71,419
shares
|
$6.63 Million
0.01% of portfolio
|
Q2 2025
Added 3.49%
|