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 |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
34,935
shares
|
$3.24 Million
0.82% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
34,724
shares
|
$3.22 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
34,709
shares
|
$3.22 Million
3.1% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
34,680
shares
|
$3.22 Million
0.28% of portfolio
|
Q2 2025
Reduced 30.01%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
34,429
shares
|
$3.2 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
34,410
shares
|
$3.19 Million
2.08% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
34,375
shares
|
$3.19 Million
0.08% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
34,361
shares
|
$3.19 Million
0.12% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
34,159
shares
|
$3.17 Million
1.35% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
33,983
shares
|
$3.15 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
33,946
shares
|
$3.15 Million
0.84% of portfolio
|
Q2 2025
Reduced 35.18%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
33,810
shares
|
$3.14 Million
0.46% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
33,698
shares
|
$3.13 Million
2.34% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
33,600
shares
|
$3.12 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
33,281
shares
|
$3.09 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
33,110
shares
|
$3.07 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
32,970
shares
|
$3.06 Million
0.49% of portfolio
|
Q2 2025
Added 86.84%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,394
shares
|
$3.01 Million
1.6% of portfolio
|
Q4 2023
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
32,349
shares
|
$3 Million
0.43% of portfolio
|
Q3 2023
Reduced 1.5%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
32,318
shares
|
$3 Million
0.82% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
31,733
shares
|
$2.95 Million
0.02% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
31,425
shares
|
$2.92 Million
1.96% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
31,318
shares
|
$2.91 Million
0.77% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
31,303
shares
|
$2.91 Million
2.54% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
31,085
shares
|
$2.89 Million
0.26% of portfolio
|
Q2 2025
Added 0.75%
|