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 |
|---|---|---|---|---|---|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
24,540
shares
|
$2.29 Million
0.76% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
24,272
shares
|
$2.27 Million
0.52% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
23,881
shares
|
$2.23 Million
0.27% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
23,785
shares
|
$2.22 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
23,770
shares
|
$2.22 Million
0.08% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
23,718
shares
|
$2.22 Million
1.69% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
23,718
shares
|
$2.22 Million
2.94% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23,667
shares
|
$2.21 Million
0.54% of portfolio
|
Q3 2023
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
23,613
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
23,517
shares
|
$2.2 Million
1.74% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
23,446
shares
|
$2.19 Million
0.86% of portfolio
|
Q1 2024
Reduced 6.46%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
23,303
shares
|
$2.18 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
23,286
shares
|
$2.18 Million
0.09% of portfolio
|
Q1 2025
Added 326.17%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
23,078
shares
|
$2.16 Million
0.64% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
22,704
shares
|
$2.12 Million
1.03% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
22,583
shares
|
$2.11 Million
0.06% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
22,487
shares
|
$2.1 Million
0.07% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
22,460
shares
|
$2.1 Million
0.57% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
22,184
shares
|
$2.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 33.04%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
21,968
shares
|
$2.05 Million
1.41% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
21,819
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
21,776
shares
|
$2.04 Million
0.89% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
21,763
shares
|
$2.04 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
21,670
shares
|
$2.03 Million
0.22% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
21,581
shares
|
$2.02 Million
0.43% of portfolio
|
Q1 2025
Reduced 22.81%
|