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 |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
17,359
shares
|
$1.61 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
17,259
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
Added 121.3%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
17,242
shares
|
$1.6 Million
0.23% of portfolio
|
Q1 2025
Added 75.97%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
17,220
shares
|
$1.6 Million
1.32% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
17,143
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
17,127
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
17,099
shares
|
$1.59 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
17,047
shares
|
$1.58 Million
0.74% of portfolio
|
Q1 2025
Reduced 47.31%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
17,003
shares
|
$1.58 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
16,982
shares
|
$1.58 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
16,968
shares
|
$1.58 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
16,938
shares
|
$1.57 Million
0.94% of portfolio
|
Q2 2025
Added 32.43%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
16,833
shares
|
$1.56 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.46%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
16,786
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 22.52%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
16,633
shares
|
$1.54 Million
0.74% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
16,515
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
16,497
shares
|
$1.53 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
16,447
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2025
Reduced 47.54%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
16,437
shares
|
$1.53 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
16,356
shares
|
$1.52 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
16,192
shares
|
$1.5 Million
0.38% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
16,168
shares
|
$1.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
16,047
shares
|
$1.49 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
15,997
shares
|
$1.49 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
15,979
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.73%
|