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 |
|---|---|---|---|---|---|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
19,313
shares
|
$1.79 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
19,269
shares
|
$1.79 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
19,213
shares
|
$1.78 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
19,190
shares
|
$1.78 Million
3.1% of portfolio
|
Q3 2022
Reduced 7.27%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
19,154
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
19,116
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
19,023
shares
|
$1.77 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
18,994
shares
|
$1.76 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
18,906
shares
|
$1.76 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
18,860
shares
|
$1.75 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
18,815
shares
|
$1.75 Million
0.55% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
18,790
shares
|
$1.74 Million
0.33% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
18,543
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Added 64.86%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
18,467
shares
|
$1.71 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
18,422
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
18,353
shares
|
$1.7 Million
0.08% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
18,320
shares
|
$1.7 Million
0.62% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
18,047
shares
|
$1.68 Million
0.11% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,038
shares
|
$1.67 Million
0.33% of portfolio
|
Q4 2024
Reduced 31.82%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
17,933
shares
|
$1.66 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
17,916
shares
|
$1.66 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
17,892
shares
|
$1.66 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
17,795
shares
|
$1.65 Million
0.42% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
17,471
shares
|
$1.62 Million
0.37% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
17,427
shares
|
$1.62 Million
0.16% of portfolio
|
Q2 2025
Reduced 13.99%
|