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 |
|---|---|---|---|---|---|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
9,986
shares
|
$933,790
0.67% of portfolio
|
Q1 2025
Reduced 86.21%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
9,918
shares
|
$927,432
0.31% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
9,891
shares
|
$924,907
0.22% of portfolio
|
Q1 2025
Added 34.77%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
9,862
shares
|
$922,195
0.72% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
9,798
shares
|
$916,210
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
9,793
shares
|
$915,743
0.14% of portfolio
|
Q1 2025
Reduced 64.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,792
shares
|
$915,649
0.06% of portfolio
|
Q4 2023
Reduced 50.64%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
9,706
shares
|
$907,608
0.79% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
9,705
shares
|
$907,514
0.29% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
9,681
shares
|
$905,270
0.75% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
9,668
shares
|
$904,054
0.28% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
9,652
shares
|
$902,558
0.02% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
9,599
shares
|
$897,602
0.19% of portfolio
|
Q1 2025
Reduced 43.92%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
9,557
shares
|
$893,675
0.3% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,523
shares
|
$890,495
0.01% of portfolio
|
Q1 2025
Added 60.59%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
9,474
shares
|
$885,913
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
9,431
shares
|
$881,892
0.83% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
9,405
shares
|
$879,461
0.68% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
9,383
shares
|
$877,404
0.08% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
9,359
shares
|
$875,160
0.35% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
9,331
shares
|
$872,541
0.03% of portfolio
|
Q1 2025
Reduced 47.01%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
9,301
shares
|
$869,736
0.15% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
9,274
shares
|
$867,211
0.77% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
9,195
shares
|
$859,824
0.37% of portfolio
|
Q1 2023
Reduced 35.11%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
9,187
shares
|
$859,076
0.08% of portfolio
|
Q1 2025
Reduced 0.52%
|