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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
4,053
shares
|
$376,280
0.05% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
4,051
shares
|
$376,094
0.22% of portfolio
|
Q2 2025
Added 36.35%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
4,049
shares
|
$375,909
0.12% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,047
shares
|
$375,723
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,040
shares
|
$375,073
0.1% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
4,036
shares
|
$374,702
0.04% of portfolio
|
Q2 2025
Added 49.98%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,036
shares
|
$374,702
0.19% of portfolio
|
Q4 2023
Reduced 1.42%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
4,036
shares
|
$374,702
0.14% of portfolio
|
Q2 2025
Added 62.35%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
4,031
shares
|
$374,238
0.02% of portfolio
|
Q2 2025
Added 68.03%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
4,024
shares
|
$373,588
0.04% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
4,015
shares
|
$372,752
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,988
shares
|
$370,245
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,984
shares
|
$369,874
0.19% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
3,976
shares
|
$369,131
0.18% of portfolio
|
Q2 2025
Reduced 43.98%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
3,974
shares
|
$368,946
0.02% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
3,962
shares
|
$367,832
0.01% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
3,960
shares
|
$367,646
0.22% of portfolio
|
Q2 2025
Reduced 41.89%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,959
shares
|
$367,553
0.08% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
3,948
shares
|
$366,532
0.07% of portfolio
|
Q2 2025
Added 32.93%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
3,948
shares
|
$366,532
0.18% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
3,933
shares
|
$365,139
0.3% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
3,931
shares
|
$364,954
0.28% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,927
shares
|
$364,582
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
3,911
shares
|
$363,097
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
3,910
shares
|
$363,004
0.07% of portfolio
|
Q2 2025
Reduced 6.08%
|