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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
14,591
shares
|
$1.35 Million
0.5% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
14,577
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
14,536
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
14,529
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
14,435
shares
|
$1.34 Million
0.09% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
14,430
shares
|
$1.34 Million
0.5% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
14,326
shares
|
$1.33 Million
0.59% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
14,309
shares
|
$1.33 Million
0.95% of portfolio
|
Q2 2025
Added 116.41%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
14,213
shares
|
$1.32 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
14,211
shares
|
$1.32 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
14,199
shares
|
$1.32 Million
0.98% of portfolio
|
Q2 2025
Added 29.91%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
14,169
shares
|
$1.32 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
14,168
shares
|
$1.32 Million
0.71% of portfolio
|
Q2 2023
Reduced 33.68%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
14,161
shares
|
$1.31 Million
0.98% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
14,099
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 4647.14%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
14,061
shares
|
$1.31 Million
0.31% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
14,016
shares
|
$1.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
14,011
shares
|
$1.3 Million
0.97% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
14,004
shares
|
$1.3 Million
0.13% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
13,973
shares
|
$1.3 Million
0.28% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
13,892
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
13,889
shares
|
$1.29 Million
1.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
13,783
shares
|
$1.28 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,698
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,486
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2024
Reduced 34.77%
|