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 |
|---|---|---|---|---|---|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
3,900
shares
|
$362,076
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,895
shares
|
$361,611
0.03% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
3,862
shares
|
$358,548
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,859
shares
|
$358,269
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,857
shares
|
$358,083
0.17% of portfolio
|
Q2 2023
Added 12.06%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
3,850
shares
|
$357,434
0.01% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,848
shares
|
$357,248
0.01% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,847
shares
|
$357,155
0.16% of portfolio
|
Q4 2022
Added 13.01%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,844
shares
|
$356,876
0.01% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
3,840
shares
|
$356,505
0.12% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
3,838
shares
|
$356,319
0.07% of portfolio
|
Q2 2025
Reduced 93.23%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
3,828
shares
|
$355,391
0.0% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
3,814
shares
|
$354,091
0.01% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,796
shares
|
$352,420
0.07% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,787
shares
|
$351,585
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
3,775
shares
|
$350,471
0.2% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,753
shares
|
$348,428
0.26% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
3,742
shares
|
$347,407
0.1% of portfolio
|
Q2 2025
Reduced 52.05%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
3,700
shares
|
$343,508
0.35% of portfolio
|
Q3 2023
Reduced 9.76%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
3,698
shares
|
$343,322
0.0% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
3,659
shares
|
$339,701
0.13% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
3,653
shares
|
$339,144
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
3,647
shares
|
$338,587
0.16% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
3,632
shares
|
$337,194
0.07% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
3,631
shares
|
$337,102
0.31% of portfolio
|
Q2 2025
Reduced 0.85%
|