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 |
|---|---|---|---|---|---|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
13,461
shares
|
$1.25 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
13,395
shares
|
$1.24 Million
0.18% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
13,324
shares
|
$1.24 Million
0.5% of portfolio
|
Q2 2025
Reduced 29.83%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
13,199
shares
|
$1.23 Million
0.75% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
13,193
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
13,153
shares
|
$1.22 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
13,067
shares
|
$1.21 Million
0.1% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
13,020
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
13,002
shares
|
$1.21 Million
0.48% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,903
shares
|
$1.2 Million
0.26% of portfolio
|
Q1 2024
Reduced 16.85%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
12,885
shares
|
$1.2 Million
0.28% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
12,862
shares
|
$1.19 Million
0.33% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
12,847
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,790
shares
|
$1.19 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
12,772
shares
|
$1.19 Million
1.41% of portfolio
|
Q2 2025
Added 369.56%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
12,658
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
12,658
shares
|
$1.18 Million
0.37% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
12,644
shares
|
$1.17 Million
0.72% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,408
shares
|
$1.15 Million
0.62% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
12,402
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
12,343
shares
|
$1.15 Million
0.39% of portfolio
|
Q1 2025
Reduced 52.03%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
12,243
shares
|
$1.14 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
12,209
shares
|
$1.13 Million
0.19% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
12,169
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
12,124
shares
|
$1.13 Million
0.36% of portfolio
|
Q2 2025
Added 436.7%
|