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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
10,120
shares
|
$939,540
0.27% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
10,092
shares
|
$936,941
0.08% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
10,046
shares
|
$932,670
0.27% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
10,025
shares
|
$930,721
0.16% of portfolio
|
Q1 2025
Reduced 23.91%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
9,864
shares
|
$915,773
0.7% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
9,831
shares
|
$912,710
0.0% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
9,821
shares
|
$911,781
0.16% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,792
shares
|
$909,089
0.06% of portfolio
|
Q4 2023
Reduced 50.64%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
9,740
shares
|
$904,261
0.07% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
9,730
shares
|
$903,333
0.64% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
9,715
shares
|
$901,940
0.73% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
9,681
shares
|
$898,784
1.27% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
9,668
shares
|
$897,577
0.28% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
9,652
shares
|
$896,091
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,577
shares
|
$889,128
0.0% of portfolio
|
Q2 2025
Added 12.67%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,577
shares
|
$889,128
0.01% of portfolio
|
Q2 2025
Added 152.89%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
9,560
shares
|
$887,550
0.01% of portfolio
|
Q2 2025
Added 117.52%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
9,508
shares
|
$882,722
0.59% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
9,405
shares
|
$873,160
0.71% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
9,405
shares
|
$873,160
0.53% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,394
shares
|
$872,138
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
9,334
shares
|
$866,568
0.04% of portfolio
|
Q2 2025
Added 18.81%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
9,210
shares
|
$855,056
0.18% of portfolio
|
Q2 2025
Added 94.43%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
9,195
shares
|
$853,663
0.37% of portfolio
|
Q1 2023
Reduced 35.11%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
9,169
shares
|
$851,249
0.34% of portfolio
|
Q2 2025
Added 2.47%
|