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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
19,940
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
19,667
shares
|
$1.84 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
19,626
shares
|
$1.84 Million
0.99% of portfolio
|
Q1 2025
Reduced 18.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
19,405
shares
|
$1.81 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
19,400
shares
|
$1.81 Million
0.23% of portfolio
|
Q2 2022
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
19,399
shares
|
$1.81 Million
0.03% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
19,397
shares
|
$1.81 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
19,382
shares
|
$1.81 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
19,347
shares
|
$1.81 Million
0.54% of portfolio
|
Q1 2025
Reduced 18.03%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
19,278
shares
|
$1.8 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
19,230
shares
|
$1.8 Million
0.49% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
19,203
shares
|
$1.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
19,190
shares
|
$1.79 Million
3.1% of portfolio
|
Q3 2022
Reduced 7.27%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
19,116
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
18,988
shares
|
$1.78 Million
0.13% of portfolio
|
Q1 2025
Reduced 25.28%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
18,928
shares
|
$1.77 Million
0.26% of portfolio
|
Q1 2025
Reduced 49.95%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
18,767
shares
|
$1.75 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
18,688
shares
|
$1.75 Million
0.36% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
18,584
shares
|
$1.74 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
18,422
shares
|
$1.72 Million
0.03% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
18,130
shares
|
$1.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 22.95%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
18,082
shares
|
$1.69 Million
0.68% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
18,065
shares
|
$1.69 Million
0.14% of portfolio
|
Q1 2025
Added 115.6%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
18,058
shares
|
$1.69 Million
1.2% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
18,047
shares
|
$1.69 Million
0.13% of portfolio
|
Q4 2024
Added 7.72%
|