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 |
|---|---|---|---|---|---|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
7,377
shares
|
$689,823
0.01% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
7,362
shares
|
$688,420
0.56% of portfolio
|
Q4 2022
Reduced 16.88%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
7,330
shares
|
$685,428
0.32% of portfolio
|
Q1 2025
Reduced 42.28%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
7,320
shares
|
$684,493
0.4% of portfolio
|
Q4 2024
Reduced 16.25%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
7,301
shares
|
$682,716
0.06% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
7,297
shares
|
$682,342
0.03% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
7,267
shares
|
$679,537
0.67% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
7,238
shares
|
$676,825
0.01% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
7,225
shares
|
$675,609
0.12% of portfolio
|
Q1 2025
Added 174.71%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
7,195
shares
|
$672,804
0.28% of portfolio
|
Q1 2025
Added 91.71%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
7,167
shares
|
$670,186
0.24% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
7,157
shares
|
$669,251
0.06% of portfolio
|
Q3 2023
Reduced 17.45%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
7,141
shares
|
$667,754
0.28% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
7,111
shares
|
$664,949
0.16% of portfolio
|
Q1 2025
Reduced 74.36%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
7,098
shares
|
$663,733
0.02% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
7,097
shares
|
$663,640
0.34% of portfolio
|
Q4 2024
Added 33.5%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
7,072
shares
|
$661,302
0.32% of portfolio
|
Q1 2025
Reduced 85.39%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
7,056
shares
|
$659,806
0.08% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,000
shares
|
$654,570
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
6,972
shares
|
$651,951
0.41% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
6,922
shares
|
$647,276
0.58% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,919
shares
|
$646,995
0.01% of portfolio
|
Q2 2024
Reduced 24.88%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
6,904
shares
|
$645,593
0.13% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
6,895
shares
|
$644,751
0.0% of portfolio
|
Q1 2025
Reduced 20.06%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
6,891
shares
|
$644,377
0.08% of portfolio
|
Q1 2025
Reduced 7.32%
|