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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
11,807
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
11,789
shares
|
$1.1 Million
0.54% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
11,781
shares
|
$1.1 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
11,761
shares
|
$1.1 Million
0.42% of portfolio
|
Q1 2025
Reduced 21.95%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
11,708
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
11,686
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
11,647
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2023
Added 40.22%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
11,602
shares
|
$1.08 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
11,593
shares
|
$1.08 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,464
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2023
Added 6.61%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
11,452
shares
|
$1.07 Million
0.29% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
11,404
shares
|
$1.07 Million
0.8% of portfolio
|
Q1 2025
Reduced 29.18%
|
|
|
Ttp Investments, Inc.
|
Apr 21, 2025 Q1 2025 |
11,344
shares
|
$1.06 Million
0.53% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
11,322
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Added 26.8%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
11,249
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
11,248
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,179
shares
|
$1.05 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%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
11,048
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
11,040
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
11,028
shares
|
$1.03 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
11,014
shares
|
$1.03 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
10,930
shares
|
$1.02 Million
1.04% of portfolio
|
Q1 2025
Reduced 39.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
10,912
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
10,840
shares
|
$1.01 Million
0.95% of portfolio
|
Q4 2023
Added 32.41%
|