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 |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
51,201
shares
|
$4.79 Million
1.38% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
50,857
shares
|
$4.76 Million
3.03% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
50,844
shares
|
$4.75 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
49,687
shares
|
$4.65 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
49,550
shares
|
$4.63 Million
0.34% of portfolio
|
Q1 2025
Reduced 28.08%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
48,969
shares
|
$4.58 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
48,828
shares
|
$4.57 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
48,750
shares
|
$4.56 Million
1.31% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
48,675
shares
|
$4.55 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
48,367
shares
|
$4.52 Million
0.81% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
48,254
shares
|
$4.51 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
46,964
shares
|
$4.39 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
46,371
shares
|
$4.34 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
46,206
shares
|
$4.32 Million
3.63% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
46,139
shares
|
$4.31 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
46,076
shares
|
$4.31 Million
1.94% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
45,969
shares
|
$4.3 Million
0.18% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
45,773
shares
|
$4.28 Million
3.78% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
45,516
shares
|
$4.26 Million
3.95% of portfolio
|
Q1 2025
New holding
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
May 13, 2025 Q1 2025 |
45,249
shares
|
$4.23 Million
4.89% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
44,980
shares
|
$4.21 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
44,458
shares
|
$4.16 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
43,936
shares
|
$4.11 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
43,908
shares
|
$4.11 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
43,885
shares
|
$4.1 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.65%
|