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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
24,085
shares
|
$2.24 Million
0.31% of portfolio
|
Q2 2025
Added 35.25%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
24,021
shares
|
$2.23 Million
0.17% of portfolio
|
Q2 2025
Added 16.75%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
23,930
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.27%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
23,795
shares
|
$2.21 Million
0.22% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
23,785
shares
|
$2.21 Million
0.06% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
23,714
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
23,689
shares
|
$2.2 Million
0.32% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
23,671
shares
|
$2.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23,667
shares
|
$2.2 Million
0.54% of portfolio
|
Q3 2023
New holding
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
23,525
shares
|
$2.18 Million
3.49% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
23,446
shares
|
$2.18 Million
0.86% of portfolio
|
Q1 2024
Reduced 6.46%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
23,382
shares
|
$2.17 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
23,303
shares
|
$2.16 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,221
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
22,927
shares
|
$2.13 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
22,685
shares
|
$2.11 Million
0.08% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
22,487
shares
|
$2.09 Million
0.07% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
22,460
shares
|
$2.09 Million
0.53% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
22,184
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 33.04%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
21,911
shares
|
$2.03 Million
0.96% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
21,850
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
21,830
shares
|
$2.03 Million
0.77% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
21,827
shares
|
$2.03 Million
0.84% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,787
shares
|
$2.02 Million
0.12% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
21,691
shares
|
$2.01 Million
1.24% of portfolio
|
Q2 2025
Reduced 1.26%
|