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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
6,306
shares
|
$589,674
0.03% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
6,289
shares
|
$588,084
0.15% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
6,252
shares
|
$584,624
0.28% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
6,248
shares
|
$584,250
0.01% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,241
shares
|
$583,595
0.06% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
6,235
shares
|
$583,034
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
6,187
shares
|
$578,546
0.31% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
6,175
shares
|
$577,424
0.02% of portfolio
|
Q2 2021
Added 37.87%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
6,174
shares
|
$577,330
0.07% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
6,163
shares
|
$576,302
0.0% of portfolio
|
Q1 2025
Reduced 89.7%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
6,139
shares
|
$574,057
0.22% of portfolio
|
Q1 2025
Added 106.01%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
6,135
shares
|
$573,683
0.36% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
6,131
shares
|
$573,309
0.13% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,115
shares
|
$571,813
0.03% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
6,096
shares
|
$570,036
0.22% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
6,094
shares
|
$569,849
0.68% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
6,093
shares
|
$569,756
0.13% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
6,035
shares
|
$564,332
0.46% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
6,027
shares
|
$563,584
0.15% of portfolio
|
Q1 2025
Reduced 15.17%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
6,027
shares
|
$563,584
0.48% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
6,000
shares
|
$561,060
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
6,000
shares
|
$561,060
0.03% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,994
shares
|
$560,498
0.04% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
5,982
shares
|
$559,376
0.09% of portfolio
|
Q4 2024
Added 55.82%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
5,967
shares
|
$557,974
0.15% of portfolio
|
Q4 2023
Reduced 9.74%
|