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 |
|---|---|---|---|---|---|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
15,822
shares
|
$1.47 Million
0.84% of portfolio
|
Q2 2025
Reduced 21.71%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
15,820
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2023
Reduced 13.28%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
15,681
shares
|
$1.46 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
15,674
shares
|
$1.46 Million
1.75% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
15,427
shares
|
$1.43 Million
0.13% of portfolio
|
Q2 2025
Added 41.38%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
15,358
shares
|
$1.43 Million
0.12% of portfolio
|
Q1 2025
Added 102286.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
15,297
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
15,266
shares
|
$1.42 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
15,213
shares
|
$1.41 Million
0.7% of portfolio
|
Q2 2025
Added 162.61%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,200
shares
|
$1.41 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,170
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
15,132
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
15,087
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,053
shares
|
$1.4 Million
0.14% of portfolio
|
Q4 2023
Reduced 8.24%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
14,978
shares
|
$1.39 Million
0.25% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
14,887
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
14,798
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
14,790
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
14,783
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
14,762
shares
|
$1.37 Million
0.73% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
14,721
shares
|
$1.37 Million
0.09% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
14,691
shares
|
$1.36 Million
0.21% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
14,681
shares
|
$1.36 Million
0.73% of portfolio
|
Q2 2025
Reduced 29.57%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
14,680
shares
|
$1.36 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
14,625
shares
|
$1.36 Million
0.34% of portfolio
|
Q4 2024
Added 0.86%
|