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 |
|---|---|---|---|---|---|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,662
shares
|
$342,433
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,650
shares
|
$341,311
0.28% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
3,612
shares
|
$337,758
0.03% of portfolio
|
Q1 2025
Added 36.66%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
3,609
shares
|
$337,477
0.03% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
3,589
shares
|
$335,607
0.04% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,589
shares
|
$335,607
0.02% of portfolio
|
Q1 2024
Reduced 14.06%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,568
shares
|
$333,643
0.11% of portfolio
|
Q3 2023
Reduced 63.36%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,555
shares
|
$332,428
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,539
shares
|
$330,931
0.08% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,529
shares
|
$329,996
0.02% of portfolio
|
Q4 2024
Added 70.24%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
3,520
shares
|
$329,155
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,507
shares
|
$327,939
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,499
shares
|
$327,191
0.01% of portfolio
|
Q1 2025
Added 130.65%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
3,474
shares
|
$324,853
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,455
shares
|
$323,077
0.12% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
3,445
shares
|
$322,141
0.06% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
3,442
shares
|
$321,861
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,433
shares
|
$321,019
0.14% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,430
shares
|
$320,739
0.04% of portfolio
|
Q1 2025
Added 102.72%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
3,400
shares
|
$317,934
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
3,385
shares
|
$316,531
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
3,371
shares
|
$315,222
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
3,369
shares
|
$315,035
0.02% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
3,351
shares
|
$313,352
0.21% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,348
shares
|
$313,071
0.06% of portfolio
|
Q1 2025
Reduced 0.45%
|