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 |
|---|---|---|---|---|---|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
10,829
shares
|
$1.01 Million
0.59% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
10,817
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Deltec Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
10,750
shares
|
$1.01 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
10,713
shares
|
$1 Million
0.47% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Lincoln Capital LLC
|
May 13, 2025 Q1 2025 |
10,651
shares
|
$995,975
0.21% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
10,555
shares
|
$986,998
0.2% of portfolio
|
Q1 2025
Added 77.42%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
10,511
shares
|
$982,883
0.21% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
10,500
shares
|
$981,855
0.08% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
10,496
shares
|
$981,480
0.32% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
10,476
shares
|
$979,610
0.7% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
10,465
shares
|
$978,582
0.92% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,459
shares
|
$978,021
0.07% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
10,399
shares
|
$972,410
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
10,375
shares
|
$970,166
0.82% of portfolio
|
Q1 2025
Reduced 22.55%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
10,355
shares
|
$968,296
0.19% of portfolio
|
Q1 2025
Reduced 17.46%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
10,320
shares
|
$965,023
0.45% of portfolio
|
Q1 2025
Added 74.03%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Apr 23, 2025 Q1 2025 |
10,287
shares
|
$961,937
3.12% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
10,257
shares
|
$959,132
0.59% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
10,245
shares
|
$958,009
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Apr 28, 2025 Q1 2025 |
10,190
shares
|
$952,866
0.19% of portfolio
|
Q1 2023
Reduced 7.48%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
10,126
shares
|
$946,882
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
10,076
shares
|
$942,206
0.09% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
10,075
shares
|
$942,113
0.59% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
10,025
shares
|
$937,437
0.18% of portfolio
|
Q1 2025
Reduced 23.91%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
10,000
shares
|
$935,100
0.02% of portfolio
|
Q1 2025
New holding
|