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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
9,180
shares
|
$858,421
0.12% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
9,125
shares
|
$853,278
0.67% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
9,123
shares
|
$853,091
0.45% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
9,118
shares
|
$852,624
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,118
shares
|
$852,624
0.0% of portfolio
|
Q1 2025
Reduced 82.49%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
9,112
shares
|
$852,063
0.28% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
9,100
shares
|
$850,941
0.01% of portfolio
|
Q1 2025
Added 28.4%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,080
shares
|
$849,070
0.29% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
8,948
shares
|
$836,727
0.36% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
8,945
shares
|
$836,446
0.08% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,920
shares
|
$834,109
0.16% of portfolio
|
N/A
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
8,839
shares
|
$826,534
0.35% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
8,831
shares
|
$825,786
0.48% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
8,752
shares
|
$818,399
0.01% of portfolio
|
Q1 2025
Reduced 94.04%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
8,725
shares
|
$815,874
0.46% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
8,694
shares
|
$812,975
0.08% of portfolio
|
Q3 2024
Reduced 44.95%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
8,683
shares
|
$811,947
0.5% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
8,656
shares
|
$809,422
0.47% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
8,633
shares
|
$807,271
0.66% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
8,629
shares
|
$806,897
0.28% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
8,617
shares
|
$805,775
0.56% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
8,579
shares
|
$802,222
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
8,547
shares
|
$799,229
0.51% of portfolio
|
Q1 2025
Added 31.51%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
8,533
shares
|
$797,920
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
8,530
shares
|
$797,640
0.03% of portfolio
|
Q1 2025
Added 3.38%
|