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 |
|---|---|---|---|---|---|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
4,418
shares
|
$413,127
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
4,417
shares
|
$413,033
0.41% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
4,405
shares
|
$411,911
0.03% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
4,395
shares
|
$410,976
0.0% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
4,358
shares
|
$407,516
0.07% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
4,355
shares
|
$407,236
0.0% of portfolio
|
Q1 2025
Reduced 48.1%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
4,320
shares
|
$403,963
0.05% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
4,311
shares
|
$403,121
0.41% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
4,284
shares
|
$400,596
0.04% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
4,282
shares
|
$400,409
0.09% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
4,265
shares
|
$398,820
0.1% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,257
shares
|
$398,072
0.04% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
4,231
shares
|
$395,640
0.14% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
4,200
shares
|
$392,742
0.07% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
4,192
shares
|
$391,993
0.01% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
4,171
shares
|
$390,030
0.16% of portfolio
|
Q1 2025
Reduced 23.34%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
4,163
shares
|
$389,282
0.08% of portfolio
|
Q3 2024
Reduced 21.39%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
4,156
shares
|
$388,627
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
4,150
shares
|
$388,066
0.01% of portfolio
|
Q4 2023
Reduced 16.36%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,142
shares
|
$387,318
0.13% of portfolio
|
Q3 2023
Reduced 4.72%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
4,141
shares
|
$387,224
0.05% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
4,138
shares
|
$386,944
0.25% of portfolio
|
Q1 2025
Added 35.1%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
4,126
shares
|
$385,822
0.02% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,126
shares
|
$385,822
0.02% of portfolio
|
Q2 2022
Added 29.18%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
4,115
shares
|
$384,793
0.0% of portfolio
|
Q1 2025
Reduced 1.18%
|