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 |
|---|---|---|---|---|---|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
27,767
shares
|
$2.58 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
27,644
shares
|
$2.57 Million
3.11% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
27,579
shares
|
$2.56 Million
0.56% of portfolio
|
Q2 2022
Reduced 4.68%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
27,547
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
26,766
shares
|
$2.48 Million
0.05% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
26,501
shares
|
$2.46 Million
0.44% of portfolio
|
Q2 2025
Added 266.8%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
26,472
shares
|
$2.46 Million
2.02% of portfolio
|
Q2 2025
Reduced 38.96%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
26,301
shares
|
$2.44 Million
2.8% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
26,000
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2025
Added 766.67%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
25,837
shares
|
$2.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
25,831
shares
|
$2.4 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
25,395
shares
|
$2.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,306
shares
|
$2.35 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
25,228
shares
|
$2.34 Million
0.08% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
25,130
shares
|
$2.33 Million
0.18% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
25,011
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2024
Added 73.55%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
25,008
shares
|
$2.32 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
24,955
shares
|
$2.32 Million
1.46% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
24,934
shares
|
$2.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 35.1%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
24,897
shares
|
$2.31 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
24,670
shares
|
$2.29 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
24,624
shares
|
$2.29 Million
0.72% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
24,545
shares
|
$2.28 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
24,520
shares
|
$2.28 Million
1.58% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
24,272
shares
|
$2.25 Million
0.52% of portfolio
|
Q2 2024
Reduced 10.39%
|