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 |
|---|---|---|---|---|---|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
4,919
shares
|
$459,975
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
4,883
shares
|
$456,609
0.09% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
4,810
shares
|
$449,783
0.06% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,794
shares
|
$448,286
0.03% of portfolio
|
Q4 2022
Reduced 5.39%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,793
shares
|
$448,193
0.01% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,779
shares
|
$446,884
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
4,737
shares
|
$442,956
0.24% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
4,725
shares
|
$441,834
0.03% of portfolio
|
Q3 2023
Reduced 14.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,699
shares
|
$439,403
0.01% of portfolio
|
Q4 2023
Added 15.03%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
4,697
shares
|
$439,216
0.53% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
4,677
shares
|
$437,346
0.37% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
4,668
shares
|
$436,504
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
4,668
shares
|
$436,504
0.01% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Apr 21, 2025 Q1 2025 |
4,665
shares
|
$436,224
0.36% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
4,652
shares
|
$435,008
0.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,636
shares
|
$433,512
0.02% of portfolio
|
Q1 2025
Reduced 93.05%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
4,631
shares
|
$433,044
0.02% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,629
shares
|
$432,857
0.09% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
4,626
shares
|
$432,577
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
4,575
shares
|
$427,808
0.18% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,534
shares
|
$423,974
0.04% of portfolio
|
Q2 2024
Reduced 27.09%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
4,498
shares
|
$420,607
0.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
4,479
shares
|
$418,831
0.02% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
4,433
shares
|
$414,529
0.3% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
4,426
shares
|
$413,875
0.04% of portfolio
|
Q4 2024
Added 4.17%
|