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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
7,301
shares
|
$685,198
0.06% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
7,297
shares
|
$684,823
0.03% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
7,267
shares
|
$682,007
0.67% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
7,238
shares
|
$679,286
0.01% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
7,226
shares
|
$678,160
0.23% of portfolio
|
Q2 2025
Added 56.2%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
7,214
shares
|
$677,033
0.28% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
7,195
shares
|
$675,250
0.28% of portfolio
|
Q1 2025
Added 91.71%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
7,157
shares
|
$671,684
0.06% of portfolio
|
Q3 2023
Reduced 17.45%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
7,141
shares
|
$670,182
0.3% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
7,111
shares
|
$667,367
0.16% of portfolio
|
Q1 2025
Reduced 74.36%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
7,098
shares
|
$666,147
0.02% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
7,097
shares
|
$666,053
0.34% of portfolio
|
Q4 2024
Added 33.5%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
7,092
shares
|
$665,584
0.22% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
7,072
shares
|
$663,707
0.32% of portfolio
|
Q1 2025
Reduced 85.39%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,000
shares
|
$656,950
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
6,972
shares
|
$654,322
0.41% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
6,950
shares
|
$652,257
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
6,934
shares
|
$650,755
0.55% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,919
shares
|
$649,348
0.01% of portfolio
|
Q2 2024
Reduced 24.88%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
6,911
shares
|
$648,597
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
6,904
shares
|
$647,940
0.13% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,890
shares
|
$646,626
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
6,847
shares
|
$642,590
0.14% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,819
shares
|
$639,963
0.15% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,815
shares
|
$639,587
0.05% of portfolio
|
Q1 2025
Added 142.1%
|