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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
295,353
shares
|
$27.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
294,094
shares
|
$27.5 Million
2.38% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
285,868
shares
|
$26.7 Million
0.96% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
280,936
shares
|
$26.3 Million
9.99% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
276,386
shares
|
$25.8 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
270,589
shares
|
$25.3 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
267,421
shares
|
$25 Million
0.5% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
264,838
shares
|
$24.8 Million
0.1% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
264,370
shares
|
$24.7 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
257,086
shares
|
$24 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
255,713
shares
|
$23.9 Million
0.02% of portfolio
|
Q1 2025
Added 22.72%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
254,155
shares
|
$23.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
253,886
shares
|
$23.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
253,631
shares
|
$23.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.93%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
252,107
shares
|
$23.6 Million
4.24% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
249,579
shares
|
$23.3 Million
1.92% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
248,400
shares
|
$23.2 Million
3.06% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
245,358
shares
|
$22.9 Million
0.2% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
243,271
shares
|
$22.7 Million
0.69% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
241,062
shares
|
$22.5 Million
6.89% of portfolio
|
Q1 2025
Added 83.45%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
238,945
shares
|
$22.3 Million
3.12% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
233,131
shares
|
$21.8 Million
1.83% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
232,942
shares
|
$21.8 Million
0.14% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
230,780
shares
|
$21.6 Million
2.94% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
229,169
shares
|
$21.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 28.18%
|