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 1,458 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
30,942
shares
|
$2.87 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
30,850
shares
|
$2.86 Million
0.29% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
30,566
shares
|
$2.84 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
30,493
shares
|
$2.83 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
30,477
shares
|
$2.83 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
30,433
shares
|
$2.83 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
30,392
shares
|
$2.82 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
30,361
shares
|
$2.82 Million
1.74% of portfolio
|
Q2 2025
Added 936.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30,352
shares
|
$2.82 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
30,325
shares
|
$2.82 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
30,240
shares
|
$2.81 Million
0.32% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
29,855
shares
|
$2.77 Million
0.12% of portfolio
|
Q2 2025
Added 65.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
29,687
shares
|
$2.76 Million
0.15% of portfolio
|
Q2 2025
Reduced 57.4%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
29,657
shares
|
$2.75 Million
0.34% of portfolio
|
Q2 2025
Added 56.68%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
29,461
shares
|
$2.74 Million
0.19% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
29,405
shares
|
$2.73 Million
0.66% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
29,344
shares
|
$2.72 Million
2.04% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
29,218
shares
|
$2.71 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
29,150
shares
|
$2.71 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
29,108
shares
|
$2.7 Million
0.11% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
29,011
shares
|
$2.69 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
28,887
shares
|
$2.68 Million
0.08% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
28,828
shares
|
$2.68 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
27,911
shares
|
$2.59 Million
0.32% of portfolio
|
Q2 2025
Reduced 87.91%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
27,869
shares
|
$2.59 Million
0.5% of portfolio
|
Q2 2025
Reduced 17.15%
|