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 |
|---|---|---|---|---|---|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
47,934
shares
|
$4.45 Million
2.31% of portfolio
|
Q2 2025
Added 294.49%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
47,693
shares
|
$4.43 Million
2.65% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
47,480
shares
|
$4.41 Million
1.32% of portfolio
|
Q2 2025
Reduced 15.83%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
47,355
shares
|
$4.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
46,495
shares
|
$4.32 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
46,339
shares
|
$4.3 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
46,221
shares
|
$4.29 Million
0.17% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
46,206
shares
|
$4.29 Million
3.63% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
45,742
shares
|
$4.25 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
45,636
shares
|
$4.24 Million
3.3% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
45,241
shares
|
$4.2 Million
3.65% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
45,225
shares
|
$4.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
45,174
shares
|
$4.19 Million
4.74% of portfolio
|
Q2 2025
Added 23.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
45,071
shares
|
$4.18 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
44,819
shares
|
$4.16 Million
0.0% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
44,802
shares
|
$4.16 Million
0.21% of portfolio
|
Q2 2025
Reduced 18.62%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
44,762
shares
|
$4.16 Million
0.02% of portfolio
|
Q2 2025
Added 51.57%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
44,038
shares
|
$4.09 Million
1.65% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
43,897
shares
|
$4.08 Million
0.11% of portfolio
|
Q2 2025
Reduced 63.17%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
43,766
shares
|
$4.06 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
43,537
shares
|
$4.04 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
43,093
shares
|
$4 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
42,448
shares
|
$3.94 Million
0.51% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
42,440
shares
|
$3.94 Million
0.36% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
42,173
shares
|
$3.92 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.01%
|