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 |
|---|---|---|---|---|---|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
73,888
shares
|
$6.91 Million
2.16% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
73,855
shares
|
$6.91 Million
0.6% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
73,845
shares
|
$6.91 Million
1.04% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
72,846
shares
|
$6.81 Million
6.04% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
71,467
shares
|
$6.68 Million
0.3% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
70,311
shares
|
$6.57 Million
3.89% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
69,693
shares
|
$6.52 Million
0.28% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,010
shares
|
$6.45 Million
0.07% of portfolio
|
Q1 2025
Added 33.34%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
68,609
shares
|
$6.42 Million
2.19% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
67,895
shares
|
$6.35 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
67,754
shares
|
$6.34 Million
1.86% of portfolio
|
Q2 2022
Reduced 6.46%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
67,725
shares
|
$6.33 Million
2.59% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
67,628
shares
|
$6.32 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
67,596
shares
|
$6.32 Million
0.35% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
67,400
shares
|
$6.3 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
66,754
shares
|
$6.24 Million
4.9% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
66,659
shares
|
$6.23 Million
3.49% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
66,040
shares
|
$6.18 Million
2.35% of portfolio
|
Q1 2025
Added 83.4%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
65,937
shares
|
$6.17 Million
1.86% of portfolio
|
Q1 2023
Reduced 6.04%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
65,881
shares
|
$6.16 Million
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
65,101
shares
|
$6.09 Million
1.85% of portfolio
|
Q1 2025
Reduced 47.54%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
64,487
shares
|
$6.03 Million
5.25% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
64,158
shares
|
$6 Million
4.83% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
63,692
shares
|
$5.96 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
63,658
shares
|
$5.95 Million
0.97% of portfolio
|
Q4 2022
Added 1.34%
|