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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,387,687
shares
|
$129 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
1,304,692
shares
|
$121 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,263,596
shares
|
$117 Million
1.09% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,205,188
shares
|
$112 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,197,032
shares
|
$111 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
1,176,869
shares
|
$109 Million
1.88% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,152,638
shares
|
$107 Million
2.13% of portfolio
|
Q3 2022
Added 40.56%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,146,363
shares
|
$106 Million
1.37% of portfolio
|
Q2 2025
Added 44.0%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,121,739
shares
|
$104 Million
0.19% of portfolio
|
Q2 2025
Reduced 48.61%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
1,099,487
shares
|
$102 Million
19.27% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
1,019,605
shares
|
$94.7 Million
2.82% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
927,795
shares
|
$86.1 Million
1.31% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
913,087
shares
|
$84.8 Million
2.31% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
896,171
shares
|
$83.2 Million
0.19% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
887,948
shares
|
$82.4 Million
1.08% of portfolio
|
Q2 2023
Added 24.8%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
881,287
shares
|
$81.8 Million
2.41% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
823,869
shares
|
$76.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 33.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
802,897
shares
|
$74.5 Million
0.19% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
761,223
shares
|
$70.7 Million
0.25% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
750,182
shares
|
$69.6 Million
2.7% of portfolio
|
Q2 2023
Reduced 27.04%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
731,634
shares
|
$67.9 Million
0.1% of portfolio
|
Q2 2025
Added 147.72%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
724,296
shares
|
$67.2 Million
0.05% of portfolio
|
Q2 2025
Added 35.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
700,707
shares
|
$65.1 Million
0.53% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
678,845
shares
|
$63 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
658,501
shares
|
$61.1 Million
0.16% of portfolio
|
Q2 2025
Added 13.91%
|