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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
71,139
shares
|
$6.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 36.4%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
70,870
shares
|
$6.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 79.92%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
70,420
shares
|
$6.54 Million
2.26% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
69,111
shares
|
$6.42 Million
0.16% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,010
shares
|
$6.41 Million
0.07% of portfolio
|
Q1 2025
Added 33.34%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
68,869
shares
|
$6.39 Million
4.26% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
68,723
shares
|
$6.38 Million
1.71% of portfolio
|
Q2 2025
Reduced 38.15%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
68,473
shares
|
$6.36 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
68,268
shares
|
$6.34 Million
2.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
67,754
shares
|
$6.29 Million
1.86% of portfolio
|
Q2 2022
Reduced 6.46%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
67,731
shares
|
$6.29 Million
2.42% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
67,532
shares
|
$6.27 Million
0.08% of portfolio
|
Q2 2025
Reduced 35.91%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
67,358
shares
|
$6.25 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
67,195
shares
|
$6.24 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
67,157
shares
|
$6.23 Million
3.19% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
67,075
shares
|
$6.23 Million
4.27% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
66,425
shares
|
$6.17 Million
0.2% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
66,350
shares
|
$6.16 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
66,102
shares
|
$6.14 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
65,988
shares
|
$6.13 Million
0.94% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
65,937
shares
|
$6.12 Million
1.86% of portfolio
|
Q1 2023
Reduced 6.04%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
65,881
shares
|
$6.12 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
63,936
shares
|
$5.94 Million
0.14% of portfolio
|
Q2 2025
Added 73.3%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
63,897
shares
|
$5.93 Million
2.46% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
63,658
shares
|
$5.91 Million
0.97% of portfolio
|
Q4 2022
Added 1.34%
|