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 |
|---|---|---|---|---|---|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
4,100
shares
|
$383,391
0.2% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
4,070
shares
|
$380,585
0.15% of portfolio
|
Q1 2025
Added 24.88%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,053
shares
|
$378,996
0.05% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
4,050
shares
|
$378,715
0.03% of portfolio
|
Q4 2024
Reduced 27.03%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
4,049
shares
|
$378,621
0.12% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
4,049
shares
|
$378,621
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,036
shares
|
$377,406
0.19% of portfolio
|
Q4 2023
Reduced 1.42%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
4,014
shares
|
$375,349
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,013
shares
|
$375,255
0.08% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
4,012
shares
|
$375,162
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
4,010
shares
|
$374,975
0.01% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
3,999
shares
|
$373,946
0.0% of portfolio
|
Q1 2025
Reduced 21.19%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
3,985
shares
|
$372,637
0.04% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
3,974
shares
|
$371,608
0.02% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,970
shares
|
$371,234
0.21% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
3,962
shares
|
$370,486
0.01% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
3,959
shares
|
$370,206
0.09% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
3,957
shares
|
$370,019
0.21% of portfolio
|
Q1 2025
Added 722.66%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
3,929
shares
|
$367,400
0.22% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,927
shares
|
$367,213
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
3,920
shares
|
$366,559
0.33% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
3,911
shares
|
$365,717
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
3,910
shares
|
$365,624
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
3,902
shares
|
$364,876
0.11% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
3,900
shares
|
$364,689
0.08% of portfolio
|
Q1 2024
New holding
|