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 1,458 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
306,980
shares
|
$28.5 Million
5.15% of portfolio
|
Q2 2025
Added 67.23%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
294,094
shares
|
$27.3 Million
2.38% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
285,868
shares
|
$26.5 Million
0.94% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
278,750
shares
|
$25.9 Million
0.11% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
271,470
shares
|
$25.2 Million
0.13% of portfolio
|
Q2 2025
Added 18.46%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
270,650
shares
|
$25.1 Million
3.02% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
266,538
shares
|
$24.7 Million
0.02% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
263,164
shares
|
$24.4 Million
3.05% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
255,666
shares
|
$23.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
253,542
shares
|
$23.5 Million
1.5% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
253,435
shares
|
$23.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
249,579
shares
|
$23.2 Million
1.92% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
248,410
shares
|
$23.1 Million
2.88% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
244,764
shares
|
$22.7 Million
0.02% of portfolio
|
Q2 2025
Added 465.52%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
244,014
shares
|
$22.7 Million
4.39% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
243,271
shares
|
$22.6 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
|
$22.4 Million
6.89% of portfolio
|
Q1 2025
Added 83.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
240,616
shares
|
$22.3 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
237,558
shares
|
$22.1 Million
0.13% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
232,719
shares
|
$21.6 Million
0.3% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
226,798
shares
|
$21.1 Million
3.44% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
220,613
shares
|
$20.5 Million
1.66% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
220,433
shares
|
$20.5 Million
8.23% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
219,956
shares
|
$20.4 Million
0.29% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
218,975
shares
|
$20.3 Million
5.73% of portfolio
|
Q2 2025
Added 3.33%
|