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 |
|---|---|---|---|---|---|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
5,562
shares
|
$520,102
0.27% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
5,561
shares
|
$520,009
0.21% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
5,561
shares
|
$520,009
0.01% of portfolio
|
Q1 2025
Added 92.69%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
5,541
shares
|
$518,138
0.09% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
5,508
shares
|
$515,053
0.11% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
5,501
shares
|
$514,398
0.23% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
5,467
shares
|
$511,219
0.1% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
5,460
shares
|
$510,564
0.39% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
5,457
shares
|
$510,284
0.29% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
5,453
shares
|
$509,910
0.2% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
5,441
shares
|
$508,787
0.24% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
5,425
shares
|
$507,291
0.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Community Trust & Investment CO
|
Apr 17, 2025 Q1 2025 |
5,424
shares
|
$507,198
0.03% of portfolio
|
Q1 2021
Reduced 50.04%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
5,400
shares
|
$504,954
0.19% of portfolio
|
Q1 2024
Reduced 8.47%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
5,394
shares
|
$504,392
0.23% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
5,388
shares
|
$503,831
0.06% of portfolio
|
Q3 2022
Added 7.54%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,350
shares
|
$500,278
0.02% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
5,334
shares
|
$498,782
0.07% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
5,328
shares
|
$498,221
0.0% of portfolio
|
Q1 2025
Added 54.26%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
5,326
shares
|
$498,034
0.01% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
5,317
shares
|
$497,192
0.06% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,271
shares
|
$492,891
0.19% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,239
shares
|
$489,898
0.6% of portfolio
|
Q3 2022
Added 20.33%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
5,226
shares
|
$488,683
0.13% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,192
shares
|
$485,503
0.16% of portfolio
|
Q1 2025
Added 117.88%
|