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 |
|---|---|---|---|---|---|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
55,313
shares
|
$5.14 Million
3.02% of portfolio
|
Q4 2023
Reduced 20.49%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
55,020
shares
|
$5.11 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
54,908
shares
|
$5.1 Million
7.22% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
54,620
shares
|
$5.07 Million
0.43% of portfolio
|
Q1 2025
Added 51.64%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
53,920
shares
|
$5.01 Million
1.32% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
53,535
shares
|
$4.97 Million
0.2% of portfolio
|
Q2 2025
Reduced 30.41%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
53,418
shares
|
$4.96 Million
1.47% of portfolio
|
Q2 2022
Added 8.95%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
53,095
shares
|
$4.93 Million
0.54% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
53,079
shares
|
$4.93 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
52,047
shares
|
$4.83 Million
2.35% of portfolio
|
Q4 2022
Added 166.51%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
52,006
shares
|
$4.83 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
50,930
shares
|
$4.73 Million
0.91% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
50,877
shares
|
$4.72 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
50,857
shares
|
$4.72 Million
3.03% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
50,635
shares
|
$4.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 51.26%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
50,530
shares
|
$4.69 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
50,042
shares
|
$4.65 Million
0.03% of portfolio
|
Q2 2025
Added 35.86%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
49,825
shares
|
$4.63 Million
2.16% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
48,774
shares
|
$4.53 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
48,745
shares
|
$4.53 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
48,745
shares
|
$4.53 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
48,734
shares
|
$4.52 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
48,675
shares
|
$4.52 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
48,449
shares
|
$4.5 Million
0.2% of portfolio
|
Q2 2025
Added 1107.0%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
48,367
shares
|
$4.49 Million
0.81% of portfolio
|
Q1 2025
Added 2.65%
|