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 |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
5,923
shares
|
$549,891
0.04% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
5,895
shares
|
$547,291
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
5,887
shares
|
$546,549
0.06% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
5,879
shares
|
$545,806
0.12% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
5,874
shares
|
$545,342
0.08% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
5,874
shares
|
$545,342
0.08% of portfolio
|
Q2 2025
Added 128.92%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
5,873
shares
|
$545,249
0.74% of portfolio
|
Q3 2023
Added 10.06%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
5,866
shares
|
$544,599
0.28% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
5,862
shares
|
$544,228
0.03% of portfolio
|
Q2 2025
Added 112.01%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
5,832
shares
|
$541,442
0.23% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
5,800
shares
|
$538,472
0.04% of portfolio
|
Q2 2025
Reduced 82.1%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,798
shares
|
$538,286
0.29% of portfolio
|
Q2 2023
Reduced 48.18%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,717
shares
|
$530,766
0.69% of portfolio
|
Q2 2022
New holding
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
5,712
shares
|
$530,302
0.33% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
5,704
shares
|
$529,559
0.36% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
5,664
shares
|
$525,845
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,650
shares
|
$524,546
0.23% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
5,645
shares
|
$524,081
0.11% of portfolio
|
Q2 2024
Reduced 12.11%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,643
shares
|
$523,896
0.17% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,633
shares
|
$522,967
0.19% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
5,627
shares
|
$522,410
0.08% of portfolio
|
Q2 2025
Added 203.83%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
5,623
shares
|
$522,039
0.26% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
5,623
shares
|
$522,039
0.2% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,610
shares
|
$520,832
0.13% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Aug 15, 2025 Q2 2025 |
5,600
shares
|
$519,904
0.33% of portfolio
|
Q2 2025
Added 12.0%
|