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 |
|---|---|---|---|---|---|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
56,408
shares
|
$5.27 Million
1.73% of portfolio
|
Q1 2025
Added 50.48%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
55,559
shares
|
$5.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
55,521
shares
|
$5.19 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
55,313
shares
|
$5.17 Million
3.02% of portfolio
|
Q4 2023
Reduced 20.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
55,293
shares
|
$5.17 Million
0.06% of portfolio
|
Q1 2025
Added 43.31%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
55,054
shares
|
$5.15 Million
0.28% of portfolio
|
Q1 2025
Reduced 80.46%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
54,836
shares
|
$5.13 Million
0.82% of portfolio
|
Q1 2025
Reduced 83.3%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
54,723
shares
|
$5.12 Million
0.01% of portfolio
|
Q1 2025
Added 198.79%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
54,629
shares
|
$5.11 Million
1.66% of portfolio
|
Q1 2025
Reduced 13.23%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
54,620
shares
|
$5.11 Million
0.46% of portfolio
|
Q1 2025
Added 51.64%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
54,557
shares
|
$5.1 Million
0.49% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
53,963
shares
|
$5.05 Million
0.89% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
53,941
shares
|
$5.04 Million
0.33% of portfolio
|
Q1 2025
Added 777.8%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
53,888
shares
|
$5.04 Million
0.06% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
53,418
shares
|
$5 Million
1.47% of portfolio
|
Q2 2022
Added 8.95%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
53,226
shares
|
$4.98 Million
0.14% of portfolio
|
Q1 2025
Reduced 30.16%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
52,505
shares
|
$4.91 Million
0.25% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
52,371
shares
|
$4.9 Million
1.53% of portfolio
|
Q1 2025
Added 60.33%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
52,221
shares
|
$4.88 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
52,047
shares
|
$4.87 Million
2.35% of portfolio
|
Q4 2022
Added 166.51%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
51,922
shares
|
$4.86 Million
2.82% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
51,876
shares
|
$4.85 Million
0.16% of portfolio
|
Q1 2025
Added 67.44%
|
|
|
Mandatum Life Insurance CO LTD
|
May 05, 2025 Q1 2025 |
51,844
shares
|
$4.85 Million
1.49% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
51,316
shares
|
$4.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
51,244
shares
|
$4.79 Million
2.39% of portfolio
|
Q1 2025
Reduced 1.42%
|