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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,890
shares
|
$644,283
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
6,847
shares
|
$640,262
0.14% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,815
shares
|
$637,270
0.05% of portfolio
|
Q1 2025
Added 142.1%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
6,815
shares
|
$637,270
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,803
shares
|
$636,148
0.17% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
6,803
shares
|
$636,148
0.5% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
6,788
shares
|
$634,745
0.64% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,725
shares
|
$628,854
0.22% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
6,705
shares
|
$626,984
0.18% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
6,703
shares
|
$626,797
0.0% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
6,695
shares
|
$626,049
0.19% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
6,685
shares
|
$625,114
0.17% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
6,646
shares
|
$621,467
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
6,612
shares
|
$618,288
0.08% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
6,612
shares
|
$618,288
0.43% of portfolio
|
Q1 2025
Added 442.41%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
6,494
shares
|
$607,253
0.04% of portfolio
|
Q1 2025
Added 61.38%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,481
shares
|
$606,038
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
6,452
shares
|
$603,326
0.11% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
6,434
shares
|
$601,643
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
6,428
shares
|
$601,082
0.06% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
6,401
shares
|
$598,557
0.05% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
6,400
shares
|
$598,464
0.48% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
6,336
shares
|
$592,479
0.15% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
6,335
shares
|
$592,385
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Apr 11, 2025 Q1 2025 |
6,319
shares
|
$590,889
0.25% of portfolio
|
Q1 2025
Added 29.94%
|