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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
13,315
shares
|
$1.25 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
13,156
shares
|
$1.23 Million
0.82% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
13,009
shares
|
$1.22 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,903
shares
|
$1.21 Million
0.26% of portfolio
|
Q1 2024
Reduced 16.85%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
12,882
shares
|
$1.2 Million
0.1% of portfolio
|
Q1 2025
Added 159.51%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
12,847
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
12,825
shares
|
$1.2 Million
0.26% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
12,805
shares
|
$1.2 Million
0.37% of portfolio
|
Q1 2025
Reduced 27.99%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
12,790
shares
|
$1.2 Million
0.73% of portfolio
|
Q1 2025
Reduced 25.96%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
12,700
shares
|
$1.19 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
12,675
shares
|
$1.19 Million
0.2% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
12,644
shares
|
$1.18 Million
0.72% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
12,643
shares
|
$1.18 Million
0.11% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
12,635
shares
|
$1.18 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
12,612
shares
|
$1.18 Million
0.96% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,408
shares
|
$1.16 Million
0.62% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
12,388
shares
|
$1.16 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
12,383
shares
|
$1.16 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
12,343
shares
|
$1.15 Million
0.39% of portfolio
|
Q1 2025
Reduced 52.03%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
12,202
shares
|
$1.14 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
12,151
shares
|
$1.14 Million
0.61% of portfolio
|
Q1 2025
Added 158.48%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
12,011
shares
|
$1.12 Million
0.84% of portfolio
|
Q1 2025
Reduced 37.61%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
11,843
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
11,827
shares
|
$1.11 Million
1.02% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
11,819
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Added 13.59%
|