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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
38,676
shares
|
$3.62 Million
0.22% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
38,528
shares
|
$3.6 Million
0.51% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
38,422
shares
|
$3.59 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
38,390
shares
|
$3.59 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
38,356
shares
|
$3.59 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
38,154
shares
|
$3.57 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
38,137
shares
|
$3.57 Million
1.71% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
37,641
shares
|
$3.52 Million
1.7% of portfolio
|
Q1 2025
Added 111.57%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
37,628
shares
|
$3.52 Million
1.54% of portfolio
|
Q1 2025
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
37,454
shares
|
$3.5 Million
2.49% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
37,394
shares
|
$3.5 Million
0.74% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
37,338
shares
|
$3.49 Million
0.24% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
37,243
shares
|
$3.48 Million
1.35% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
37,177
shares
|
$3.48 Million
2.38% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
37,087
shares
|
$3.47 Million
0.48% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
37,073
shares
|
$3.47 Million
2.08% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
37,035
shares
|
$3.46 Million
2.51% of portfolio
|
Q1 2025
Added 121.91%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
37,003
shares
|
$3.46 Million
0.54% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
36,894
shares
|
$3.45 Million
0.1% of portfolio
|
Q1 2025
Added 22.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
36,834
shares
|
$3.44 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
36,757
shares
|
$3.44 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
36,712
shares
|
$3.43 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
36,469
shares
|
$3.41 Million
2.2% of portfolio
|
Q3 2023
Added 3.22%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
36,267
shares
|
$3.39 Million
1.42% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
36,194
shares
|
$3.38 Million
0.07% of portfolio
|
Q1 2024
Added 704.67%
|