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 |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
4,927
shares
|
$457,422
0.3% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,926
shares
|
$457,329
0.15% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
4,909
shares
|
$455,751
0.17% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
4,883
shares
|
$453,337
0.08% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
4,854
shares
|
$450,645
0.22% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
4,817
shares
|
$447,210
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,794
shares
|
$445,074
0.03% of portfolio
|
Q4 2022
Reduced 5.39%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,779
shares
|
$443,682
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,751
shares
|
$441,082
0.03% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
4,725
shares
|
$438,669
0.03% of portfolio
|
Q3 2023
Reduced 14.09%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
4,725
shares
|
$438,669
0.43% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
4,724
shares
|
$438,576
0.27% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,699
shares
|
$436,255
0.01% of portfolio
|
Q4 2023
Added 15.03%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
4,690
shares
|
$435,419
0.03% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
4,668
shares
|
$433,377
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
4,668
shares
|
$433,377
0.01% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,629
shares
|
$429,756
0.09% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,627
shares
|
$429,570
0.0% of portfolio
|
Q2 2025
Added 112.54%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
4,595
shares
|
$426,599
0.48% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
4,585
shares
|
$425,671
0.25% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
4,579
shares
|
$425,114
0.14% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
4,572
shares
|
$424,464
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
4,551
shares
|
$422,514
0.03% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
4,538
shares
|
$421,307
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
4,501
shares
|
$417,872
0.17% of portfolio
|
Q2 2025
Added 0.07%
|