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 |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
5,965
shares
|
$557,787
0.01% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
5,964
shares
|
$557,693
0.24% of portfolio
|
Q2 2023
Added 3.47%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,935
shares
|
$554,981
0.04% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,888
shares
|
$550,586
0.01% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
5,879
shares
|
$549,745
0.12% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
5,873
shares
|
$549,184
0.74% of portfolio
|
Q3 2023
Added 10.06%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
5,866
shares
|
$548,529
0.31% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,855
shares
|
$547,501
0.11% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
5,838
shares
|
$545,911
0.04% of portfolio
|
Q2 2023
Added 4.25%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
5,818
shares
|
$544,041
0.24% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,798
shares
|
$542,170
0.29% of portfolio
|
Q2 2023
Reduced 48.18%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
5,793
shares
|
$541,703
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,745
shares
|
$537,214
0.04% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,717
shares
|
$534,596
0.69% of portfolio
|
Q2 2022
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
5,700
shares
|
$533,007
0.26% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
5,699
shares
|
$532,913
0.51% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
5,692
shares
|
$532,258
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
5,645
shares
|
$527,863
0.12% of portfolio
|
Q2 2024
Reduced 12.11%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
5,644
shares
|
$527,770
0.0% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
5,627
shares
|
$526,180
0.23% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,623
shares
|
$525,806
0.16% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,610
shares
|
$524,591
0.13% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
5,593
shares
|
$523,001
0.09% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
5,589
shares
|
$522,627
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
5,574
shares
|
$521,224
0.27% of portfolio
|
Q4 2023
New holding
|