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 |
|---|---|---|---|---|---|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
6,770
shares
|
$628,526
0.12% of portfolio
|
Q2 2025
Reduced 98.39%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,752
shares
|
$626,855
0.04% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
6,750
shares
|
$626,670
0.58% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,725
shares
|
$624,349
0.22% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
6,701
shares
|
$622,120
0.01% of portfolio
|
Q2 2025
Reduced 51.55%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
6,695
shares
|
$621,563
0.15% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
6,684
shares
|
$620,542
0.47% of portfolio
|
Q2 2025
Added 42.91%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
6,665
shares
|
$618,778
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
6,614
shares
|
$614,043
0.17% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
6,613
shares
|
$613,950
0.01% of portfolio
|
Q2 2025
Added 32.31%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
6,602
shares
|
$612,929
0.45% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,567
shares
|
$609,680
0.05% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
6,549
shares
|
$608,009
0.02% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
6,515
shares
|
$604,852
0.22% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
6,496
shares
|
$603,088
0.08% of portfolio
|
Q2 2025
Reduced 91.37%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,481
shares
|
$601,696
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
6,477
shares
|
$601,324
0.01% of portfolio
|
Q2 2025
Added 16.47%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
6,470
shares
|
$600,674
0.07% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
6,452
shares
|
$599,003
0.1% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,434
shares
|
$597,332
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,390
shares
|
$593,247
0.04% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
6,390
shares
|
$593,247
0.01% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,373
shares
|
$591,669
0.03% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
6,372
shares
|
$591,576
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
6,350
shares
|
$589,534
0.04% of portfolio
|
Q2 2025
Added 56.79%
|