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 1,453 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
9,187
shares
|
$862,199
0.08% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
9,180
shares
|
$861,543
0.12% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,118
shares
|
$855,724
0.0% of portfolio
|
Q1 2025
Reduced 82.49%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
9,100
shares
|
$854,035
0.01% of portfolio
|
Q1 2025
Added 28.4%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,080
shares
|
$852,158
0.29% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
8,982
shares
|
$842,960
0.31% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
8,948
shares
|
$839,769
0.36% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
8,945
shares
|
$839,488
0.08% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
8,938
shares
|
$838,831
0.46% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,920
shares
|
$837,142
0.16% of portfolio
|
N/A
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
8,839
shares
|
$829,540
0.35% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
8,752
shares
|
$821,375
0.01% of portfolio
|
Q1 2025
Reduced 94.04%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
8,744
shares
|
$820,624
0.43% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
8,694
shares
|
$815,931
0.08% of portfolio
|
Q3 2024
Reduced 44.95%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
8,656
shares
|
$812,365
0.47% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
8,633
shares
|
$810,207
0.66% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
8,629
shares
|
$809,831
0.28% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
8,579
shares
|
$805,139
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
8,547
shares
|
$802,135
0.51% of portfolio
|
Q1 2025
Added 31.51%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
8,530
shares
|
$800,540
0.03% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
8,500
shares
|
$797,725
0.0% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
8,497
shares
|
$797,443
0.01% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
8,489
shares
|
$796,692
0.07% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
8,424
shares
|
$790,592
0.44% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
8,407
shares
|
$788,996
0.31% of portfolio
|
Q2 2025
New holding
|