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 |
|---|---|---|---|---|---|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
36,192
shares
|
$3.38 Million
0.48% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
36,006
shares
|
$3.37 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
35,897
shares
|
$3.36 Million
0.09% of portfolio
|
Q1 2025
Added 90.77%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
35,735
shares
|
$3.34 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
35,590
shares
|
$3.33 Million
0.0% of portfolio
|
Q1 2025
Added 2822.0%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
35,476
shares
|
$3.32 Million
0.0% of portfolio
|
Q1 2025
Added 366.3%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
34,972
shares
|
$3.27 Million
2.79% of portfolio
|
Q3 2024
Added 143.27%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
34,963
shares
|
$3.27 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
34,906
shares
|
$3.26 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
34,655
shares
|
$3.24 Million
0.27% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
34,557
shares
|
$3.23 Million
0.14% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
34,375
shares
|
$3.21 Million
0.08% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
34,169
shares
|
$3.2 Million
2.23% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
33,849
shares
|
$3.17 Million
0.72% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
33,698
shares
|
$3.15 Million
2.6% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
33,688
shares
|
$3.15 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
33,687
shares
|
$3.15 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
33,639
shares
|
$3.15 Million
0.63% of portfolio
|
Q1 2025
Reduced 55.27%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
33,351
shares
|
$3.12 Million
3.14% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
32,829
shares
|
$3.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
32,754
shares
|
$3.06 Million
0.13% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
32,400
shares
|
$3.03 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,394
shares
|
$3.03 Million
1.6% of portfolio
|
Q4 2023
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
32,349
shares
|
$3.02 Million
0.43% of portfolio
|
Q3 2023
Reduced 1.5%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
31,545
shares
|
$2.95 Million
0.26% of portfolio
|
Q1 2025
Added 2.74%
|