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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
11,040
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
10,958
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
10,812
shares
|
$1 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
10,782
shares
|
$1 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
10,761
shares
|
$999,051
0.55% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
10,679
shares
|
$991,438
1.53% of portfolio
|
Q2 2025
Reduced 26.99%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
10,650
shares
|
$988,746
0.2% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
10,637
shares
|
$987,539
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
10,580
shares
|
$982,247
0.86% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
10,571
shares
|
$981,411
0.09% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
10,559
shares
|
$980,297
0.24% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
10,408
shares
|
$966,278
0.08% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
10,384
shares
|
$964,050
0.48% of portfolio
|
Q2 2025
Reduced 34.17%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
10,375
shares
|
$963,215
0.82% of portfolio
|
Q1 2025
Reduced 22.55%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
10,373
shares
|
$963,029
0.07% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
10,355
shares
|
$961,358
0.18% of portfolio
|
Q1 2025
Reduced 17.46%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
10,322
shares
|
$958,294
0.08% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Jul 29, 2025 Q2 2025 |
10,311
shares
|
$957,273
0.6% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
10,225
shares
|
$949,289
0.43% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
10,203
shares
|
$947,246
0.05% of portfolio
|
Q2 2025
Reduced 23.37%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
10,190
shares
|
$946,039
0.16% of portfolio
|
Q1 2023
Reduced 7.48%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,173
shares
|
$944,461
0.18% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,165
shares
|
$943,718
0.87% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
10,164
shares
|
$943,625
0.28% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
10,147
shares
|
$942,047
0.03% of portfolio
|
Q2 2025
Added 22.85%
|