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 1,458 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
576,273
shares
|
$53.5 Million
0.16% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
568,519
shares
|
$52.8 Million
1.85% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
554,464
shares
|
$51.5 Million
0.07% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
533,569
shares
|
$49.5 Million
0.29% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
518,835
shares
|
$48.2 Million
0.05% of portfolio
|
Q2 2025
Added 16.12%
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
514,675
shares
|
$47.8 Million
14.72% of portfolio
|
Q2 2025
Added 60.1%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
502,800
shares
|
$46.7 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
497,468
shares
|
$46.2 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
475,892
shares
|
$44.2 Million
0.41% of portfolio
|
Q2 2025
Added 20.99%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
472,229
shares
|
$43.8 Million
8.11% of portfolio
|
Q4 2022
Added 1.54%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
447,207
shares
|
$41.5 Million
0.23% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
440,319
shares
|
$40.9 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
440,141
shares
|
$40.9 Million
0.94% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
401,337
shares
|
$37.3 Million
4.49% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
374,660
shares
|
$34.8 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
369,354
shares
|
$34.3 Million
6.81% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
362,245
shares
|
$33.6 Million
8.48% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
359,795
shares
|
$33.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
350,888
shares
|
$32.6 Million
2.29% of portfolio
|
Q4 2023
Added 8.01%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
350,316
shares
|
$32.5 Million
4.92% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
349,094
shares
|
$32.4 Million
1.79% of portfolio
|
Q4 2023
Reduced 19.27%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
344,233
shares
|
$32 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
318,000
shares
|
$29.5 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
313,896
shares
|
$29.1 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
308,114
shares
|
$28.6 Million
1.18% of portfolio
|
Q2 2025
Added 1116.11%
|