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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
6,341
shares
|
$588,698
0.15% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
6,336
shares
|
$588,234
0.15% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
6,322
shares
|
$586,934
0.12% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
6,318
shares
|
$586,563
0.21% of portfolio
|
Q2 2025
Reduced 46.28%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
6,300
shares
|
$584,892
0.47% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,289
shares
|
$583,870
0.05% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
6,244
shares
|
$579,692
0.02% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
6,212
shares
|
$576,722
0.01% of portfolio
|
Q2 2025
Reduced 95.07%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
6,198
shares
|
$575,422
0.04% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
6,187
shares
|
$574,401
0.31% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
6,175
shares
|
$573,287
0.02% of portfolio
|
Q2 2021
Added 37.87%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
6,174
shares
|
$573,194
0.07% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
6,146
shares
|
$570,594
0.12% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
6,135
shares
|
$569,573
0.34% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
6,111
shares
|
$567,345
0.12% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,108
shares
|
$567,066
0.03% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
6,094
shares
|
$565,766
0.68% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
6,035
shares
|
$560,289
0.39% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
6,029
shares
|
$559,732
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
6,017
shares
|
$558,618
0.16% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
6,011
shares
|
$558,061
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
6,000
shares
|
$557,040
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
5,982
shares
|
$555,368
0.08% of portfolio
|
Q4 2024
Added 55.82%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
5,977
shares
|
$554,904
0.5% of portfolio
|
Q2 2025
Reduced 26.7%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
5,967
shares
|
$553,976
0.15% of portfolio
|
Q4 2023
Reduced 9.74%
|