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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
568,519
shares
|
$53.2 Million
1.85% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
538,501
shares
|
$50.4 Million
0.07% of portfolio
|
Q1 2025
Added 400.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
536,275
shares
|
$50.1 Million
0.17% of portfolio
|
Q1 2025
Added 21.46%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
535,735
shares
|
$50.1 Million
0.05% of portfolio
|
Q1 2025
Added 10788.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
516,823
shares
|
$48.3 Million
0.3% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
505,966
shares
|
$47.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
502,800
shares
|
$47 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
472,229
shares
|
$44.2 Million
8.11% of portfolio
|
Q4 2022
Added 1.54%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
447,207
shares
|
$41.8 Million
0.23% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
446,819
shares
|
$41.8 Million
0.05% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
438,785
shares
|
$41 Million
1.07% of portfolio
|
Q1 2025
Added 16.21%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
420,106
shares
|
$39.3 Million
6.6% of portfolio
|
Q1 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
413,256
shares
|
$38.6 Million
5.62% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
393,324
shares
|
$36.8 Million
0.45% of portfolio
|
Q1 2025
Added 65.01%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
377,973
shares
|
$35.3 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
365,200
shares
|
$34.1 Million
0.14% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
362,245
shares
|
$33.9 Million
8.48% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
358,892
shares
|
$33.6 Million
0.05% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
354,835
shares
|
$33.2 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
353,001
shares
|
$33 Million
0.09% of portfolio
|
Q1 2025
Added 107.59%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
350,888
shares
|
$32.8 Million
2.29% of portfolio
|
Q4 2023
Added 8.01%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
349,094
shares
|
$32.6 Million
1.79% of portfolio
|
Q4 2023
Reduced 19.27%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
349,019
shares
|
$32.6 Million
5.45% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
333,897
shares
|
$31.2 Million
0.79% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Sovereign Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
321,472
shares
|
$30.1 Million
10.14% of portfolio
|
Q1 2025
Added 12.45%
|