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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
3,629
shares
|
$336,916
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
3,625
shares
|
$336,545
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,618
shares
|
$335,895
0.09% of portfolio
|
Q2 2025
Added 58.06%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,574
shares
|
$331,810
0.03% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,568
shares
|
$331,253
0.11% of portfolio
|
Q3 2023
Reduced 63.36%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
3,561
shares
|
$330,603
0.03% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,555
shares
|
$330,046
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
3,539
shares
|
$328,560
0.08% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,529
shares
|
$327,632
0.02% of portfolio
|
Q4 2024
Added 70.24%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,520
shares
|
$326,796
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,507
shares
|
$325,589
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
3,486
shares
|
$323,640
0.09% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
3,474
shares
|
$322,526
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
3,447
shares
|
$320,019
0.01% of portfolio
|
Q2 2025
Reduced 23.04%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
3,443
shares
|
$319,648
0.09% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
3,433
shares
|
$318,719
0.12% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
3,402
shares
|
$315,841
0.04% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
3,400
shares
|
$315,656
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,390
shares
|
$314,727
0.04% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,382
shares
|
$313,984
0.05% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
3,373
shares
|
$313,149
0.24% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
3,371
shares
|
$312,963
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
3,349
shares
|
$310,921
0.12% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
3,347
shares
|
$310,735
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
3,346
shares
|
$310,642
1.0% of portfolio
|
Q1 2025
Added 316.69%
|