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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
7,817
shares
|
$725,730
0.04% of portfolio
|
Q2 2025
Added 20.37%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,814
shares
|
$725,451
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,809
shares
|
$724,987
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
7,802
shares
|
$724,337
0.51% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
7,780
shares
|
$722,295
0.37% of portfolio
|
Q2 2025
Added 42.57%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
7,714
shares
|
$716,167
0.19% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
7,678
shares
|
$712,825
0.37% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
7,650
shares
|
$710,226
0.55% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
7,640
shares
|
$709,297
0.02% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
7,572
shares
|
$702,984
0.15% of portfolio
|
Q2 2025
Added 104.15%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
7,566
shares
|
$702,427
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
7,557
shares
|
$701,591
0.06% of portfolio
|
Q2 2025
Reduced 80.67%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
7,544
shares
|
$700,384
0.25% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
7,540
shares
|
$700,013
0.19% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
7,535
shares
|
$699,549
0.24% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
7,524
shares
|
$698,528
0.05% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
7,506
shares
|
$696,857
0.33% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
7,488
shares
|
$695,185
0.03% of portfolio
|
Q2 2025
Reduced 25.04%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
7,485
shares
|
$694,907
0.39% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,464
shares
|
$692,957
0.08% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
7,440
shares
|
$690,729
0.15% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,412
shares
|
$688,130
0.0% of portfolio
|
Q2 2025
Added 48.72%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
7,402
shares
|
$687,201
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
7,381
shares
|
$685,252
0.27% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
7,377
shares
|
$684,880
0.01% of portfolio
|
Q2 2023
Added 0.3%
|