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 |
|---|---|---|---|---|---|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
12,118
shares
|
$1.13 Million
0.77% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
12,118
shares
|
$1.13 Million
0.12% of portfolio
|
Q2 2025
Added 71.74%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
11,878
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
11,807
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
11,796
shares
|
$1.1 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
11,733
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 49.61%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
11,691
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
11,647
shares
|
$1.08 Million
0.19% of portfolio
|
Q2 2023
Added 40.22%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
11,472
shares
|
$1.07 Million
0.31% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,464
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2023
Added 6.61%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
11,458
shares
|
$1.06 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
11,452
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
11,452
shares
|
$1.06 Million
0.29% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
11,418
shares
|
$1.06 Million
0.46% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
11,350
shares
|
$1.05 Million
0.28% of portfolio
|
Q2 2025
Reduced 43.81%
|
|
|
Ttp Investments, Inc.
|
Jul 11, 2025 Q2 2025 |
11,344
shares
|
$1.05 Million
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
11,322
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Added 26.8%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
11,303
shares
|
$1.05 Million
0.71% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,179
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2023
Reduced 58.31%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,153
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2022
Reduced 0.14%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
11,143
shares
|
$1.03 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
11,143
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
11,114
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 80.87%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
11,099
shares
|
$1.03 Million
0.32% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
11,046
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2025
Added 105.01%
|