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 1,457 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
38,246
shares
|
$3.55 Million
1.49% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
38,029
shares
|
$3.53 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
38,000
shares
|
$3.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
37,859
shares
|
$3.51 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
37,793
shares
|
$3.51 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
37,714
shares
|
$3.5 Million
9.91% of portfolio
|
Q2 2025
New holding
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
37,641
shares
|
$3.49 Million
1.58% of portfolio
|
Q1 2025
Added 111.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
37,263
shares
|
$3.46 Million
2.27% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
37,073
shares
|
$3.44 Million
2.08% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
36,862
shares
|
$3.42 Million
0.18% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
36,833
shares
|
$3.42 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
36,710
shares
|
$3.41 Million
0.06% of portfolio
|
Q2 2025
Added 71.25%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
36,619
shares
|
$3.4 Million
2.94% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
36,469
shares
|
$3.39 Million
2.2% of portfolio
|
Q3 2023
Added 3.22%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
36,320
shares
|
$3.37 Million
0.4% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
36,318
shares
|
$3.37 Million
1.31% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
36,218
shares
|
$3.36 Million
0.42% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
36,194
shares
|
$3.36 Million
0.07% of portfolio
|
Q1 2024
Added 704.67%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
36,156
shares
|
$3.36 Million
2.96% of portfolio
|
Q2 2025
Reduced 21.75%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
36,104
shares
|
$3.35 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
36,006
shares
|
$3.34 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
35,522
shares
|
$3.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
35,455
shares
|
$3.29 Million
0.72% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
35,111
shares
|
$3.26 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
34,972
shares
|
$3.25 Million
2.79% of portfolio
|
Q3 2024
Added 143.27%
|