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 1,445 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
87,594
shares
|
$8.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
86,409
shares
|
$8.08 Million
1.16% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
85,808
shares
|
$8.02 Million
0.18% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
84,243
shares
|
$7.88 Million
0.48% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
83,789
shares
|
$7.84 Million
0.25% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
83,595
shares
|
$7.82 Million
2.78% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
83,204
shares
|
$7.78 Million
1.17% of portfolio
|
Q1 2024
New holding
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
83,077
shares
|
$7.77 Million
0.09% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
82,472
shares
|
$7.71 Million
3.45% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
82,078
shares
|
$7.68 Million
0.18% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
81,603
shares
|
$7.63 Million
3.5% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
81,198
shares
|
$7.59 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
80,652
shares
|
$7.54 Million
4.95% of portfolio
|
Q4 2022
Reduced 1.08%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
80,376
shares
|
$7.52 Million
6.35% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
80,257
shares
|
$7.5 Million
0.01% of portfolio
|
Q1 2025
Added 111.43%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
79,814
shares
|
$7.46 Million
0.36% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
78,723
shares
|
$7.36 Million
2.42% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
78,586
shares
|
$7.35 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
78,081
shares
|
$7.3 Million
1.16% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
76,933
shares
|
$7.19 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
75,727
shares
|
$7.08 Million
2.54% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
75,643
shares
|
$7.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
75,245
shares
|
$7.04 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
74,813
shares
|
$7 Million
0.08% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
74,658
shares
|
$6.98 Million
0.53% of portfolio
|
Q1 2025
Added 3.52%
|