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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
14,494
shares
|
$1.36 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
14,430
shares
|
$1.35 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
14,430
shares
|
$1.35 Million
0.5% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
14,372
shares
|
$1.34 Million
0.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
14,320
shares
|
$1.34 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
14,319
shares
|
$1.34 Million
0.63% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
14,292
shares
|
$1.34 Million
0.7% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
14,285
shares
|
$1.34 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
14,232
shares
|
$1.33 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
14,191
shares
|
$1.33 Million
0.49% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
14,168
shares
|
$1.32 Million
0.71% of portfolio
|
Q2 2023
Reduced 33.68%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
14,128
shares
|
$1.32 Million
0.52% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
14,100
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
13,954
shares
|
$1.3 Million
0.15% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
13,912
shares
|
$1.3 Million
0.13% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
13,832
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
13,816
shares
|
$1.29 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
13,776
shares
|
$1.29 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
13,701
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,698
shares
|
$1.28 Million
0.03% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
13,512
shares
|
$1.26 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,486
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2024
Reduced 34.77%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
13,467
shares
|
$1.26 Million
0.66% of portfolio
|
Q1 2025
Added 309.46%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
13,391
shares
|
$1.25 Million
0.32% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
13,374
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Added 18.46%
|