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 |
|---|---|---|---|---|---|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
5,600
shares
|
$519,904
0.24% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
5,590
shares
|
$518,975
0.33% of portfolio
|
Q2 2025
Reduced 35.13%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
5,589
shares
|
$518,882
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
5,574
shares
|
$517,490
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
5,568
shares
|
$516,933
0.29% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
5,560
shares
|
$516,190
0.04% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,555
shares
|
$515,726
0.04% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
5,553
shares
|
$515,540
0.08% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
5,531
shares
|
$513,498
0.08% of portfolio
|
Q2 2025
Reduced 40.53%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
5,522
shares
|
$512,662
0.02% of portfolio
|
Q2 2025
Added 33.83%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
5,501
shares
|
$510,712
0.21% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
5,496
shares
|
$510,248
0.11% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
5,488
shares
|
$509,505
0.0% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
5,472
shares
|
$508,020
0.19% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
5,467
shares
|
$507,556
0.09% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
5,432
shares
|
$504,306
0.22% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
5,424
shares
|
$503,564
0.03% of portfolio
|
Q1 2021
Reduced 50.04%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
5,418
shares
|
$503,007
0.42% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
5,394
shares
|
$500,778
0.23% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
5,358
shares
|
$497,436
0.18% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
5,335
shares
|
$495,301
0.06% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
5,334
shares
|
$495,208
0.06% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
5,326
shares
|
$494,465
0.01% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
5,304
shares
|
$492,423
0.02% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,271
shares
|
$489,359
0.19% of portfolio
|
Q1 2025
Added 9.33%
|