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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
63,658
shares
|
$5.91 Million
0.96% of portfolio
|
Q4 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
63,573
shares
|
$5.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 51.31%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
62,801
shares
|
$5.83 Million
0.19% of portfolio
|
Q2 2025
Added 112.63%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
62,771
shares
|
$5.83 Million
2.01% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
61,645
shares
|
$5.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
61,445
shares
|
$5.7 Million
0.1% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
61,403
shares
|
$5.7 Million
0.23% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
61,350
shares
|
$5.7 Million
0.07% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
61,347
shares
|
$5.7 Million
4.73% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
60,973
shares
|
$5.66 Million
0.13% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
60,904
shares
|
$5.65 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
59,784
shares
|
$5.55 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
59,749
shares
|
$5.55 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
59,010
shares
|
$5.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
58,485
shares
|
$5.43 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
58,400
shares
|
$5.42 Million
0.17% of portfolio
|
Q2 2025
Added 12.58%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
57,731
shares
|
$5.36 Million
0.01% of portfolio
|
Q2 2025
Added 9287.15%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
57,650
shares
|
$5.35 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
57,462
shares
|
$5.33 Million
0.35% of portfolio
|
Q4 2023
Added 1.18%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
57,210
shares
|
$5.31 Million
0.86% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
57,004
shares
|
$5.29 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
56,814
shares
|
$5.27 Million
0.73% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
56,764
shares
|
$5.27 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
55,594
shares
|
$5.16 Million
0.19% of portfolio
|
Q2 2025
Added 107.67%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
55,592
shares
|
$5.16 Million
0.77% of portfolio
|
Q2 2025
Added 0.13%
|