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 |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
4,431
shares
|
$411,374
0.05% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
4,418
shares
|
$410,167
0.26% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
4,409
shares
|
$409,331
0.15% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
4,406
shares
|
$409,053
0.05% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
4,390
shares
|
$407,567
0.01% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
4,382
shares
|
$406,824
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
4,358
shares
|
$404,596
0.07% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,321
shares
|
$401,161
0.13% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
4,312
shares
|
$400,326
0.37% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,257
shares
|
$395,219
0.04% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
4,249
shares
|
$394,477
0.04% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
4,246
shares
|
$394,198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
4,242
shares
|
$393,827
0.3% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
4,198
shares
|
$389,742
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
4,192
shares
|
$389,185
0.01% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
4,167
shares
|
$386,864
0.1% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
4,164
shares
|
$386,585
0.13% of portfolio
|
Q2 2025
Added 29.24%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,154
shares
|
$385,657
0.01% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
4,150
shares
|
$385,286
0.01% of portfolio
|
Q4 2023
Reduced 16.36%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,142
shares
|
$384,543
0.12% of portfolio
|
Q3 2023
Reduced 4.72%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,126
shares
|
$383,057
0.02% of portfolio
|
Q2 2022
Added 29.18%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
4,112
shares
|
$381,758
0.0% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,111
shares
|
$381,665
0.17% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
4,106
shares
|
$381,201
0.01% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,054
shares
|
$376,373
0.1% of portfolio
|
Q2 2025
Added 9.75%
|