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 |
|---|---|---|---|---|---|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
16,410
shares
|
$1.53 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
16,391
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.37%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
16,281
shares
|
$1.52 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
16,273
shares
|
$1.52 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
16,152
shares
|
$1.51 Million
0.42% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
16,047
shares
|
$1.5 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
16,024
shares
|
$1.5 Million
1.8% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
15,992
shares
|
$1.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
15,968
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
15,820
shares
|
$1.48 Million
0.66% of portfolio
|
Q4 2023
Reduced 13.28%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
15,774
shares
|
$1.48 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
15,635
shares
|
$1.46 Million
0.94% of portfolio
|
Q1 2025
Added 25.95%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
15,458
shares
|
$1.45 Million
0.11% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,358
shares
|
$1.44 Million
0.12% of portfolio
|
Q1 2025
Added 102286.67%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
15,325
shares
|
$1.43 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,200
shares
|
$1.42 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,053
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2023
Reduced 8.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
15,022
shares
|
$1.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
15,010
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
14,885
shares
|
$1.39 Million
0.14% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
14,747
shares
|
$1.38 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
14,685
shares
|
$1.37 Million
0.1% of portfolio
|
Q1 2025
Added 34.77%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
14,626
shares
|
$1.37 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
14,625
shares
|
$1.37 Million
0.37% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
14,528
shares
|
$1.36 Million
0.2% of portfolio
|
Q1 2025
Added 12.8%
|