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 1,463 institutions that hold shares in the stock, with a total of 197 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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
21,556
shares
|
$2.06 Million
0.06% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
21,504
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
21,084
shares
|
$2.01 Million
0.04% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
21,068
shares
|
$2.01 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
20,905
shares
|
$1.99 Million
0.25% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
20,864
shares
|
$1.99 Million
1.17% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
20,805
shares
|
$1.99 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
20,790
shares
|
$1.98 Million
0.22% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
20,713
shares
|
$1.98 Million
0.06% of portfolio
|
Q3 2025
Added 20.01%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
20,649
shares
|
$1.97 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
20,433
shares
|
$1.95 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,408
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Added 114.3%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
20,319
shares
|
$1.94 Million
0.32% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
20,318
shares
|
$1.94 Million
0.83% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
20,057
shares
|
$1.91 Million
0.08% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
20,003
shares
|
$1.91 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
19,865
shares
|
$1.9 Million
1.33% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
19,761
shares
|
$1.89 Million
0.06% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
19,718
shares
|
$1.88 Million
0.08% of portfolio
|
Q3 2025
Reduced 59.55%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,611
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
19,494
shares
|
$1.86 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
19,449
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
19,435
shares
|
$1.85 Million
0.28% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
19,400
shares
|
$1.85 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
19,269
shares
|
$1.84 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.02%
|