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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
3,090
shares
|
$286,875
0.02% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
3,078
shares
|
$285,761
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
3,077
shares
|
$285,668
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,064
shares
|
$284,461
0.08% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,058
shares
|
$283,904
0.03% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Fluent Financial, LLC
|
Jul 23, 2025 Q2 2025 |
3,051
shares
|
$283,254
0.13% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
3,049
shares
|
$283,069
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
3,048
shares
|
$282,976
0.04% of portfolio
|
Q4 2024
Reduced 53.91%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
3,048
shares
|
$282,976
0.03% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
3,039
shares
|
$282,140
0.07% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,038
shares
|
$282,047
0.07% of portfolio
|
Q1 2023
Reduced 19.48%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
3,031
shares
|
$281,398
0.07% of portfolio
|
Q2 2025
Added 22.76%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,028
shares
|
$281,119
0.02% of portfolio
|
Q2 2025
Added 23.09%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
3,020
shares
|
$280,376
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,015
shares
|
$279,912
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
3,013
shares
|
$279,726
0.18% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$278,520
0.03% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
2,966
shares
|
$275,363
0.14% of portfolio
|
Q4 2023
Reduced 6.29%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
2,944
shares
|
$273,320
0.12% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,938
shares
|
$272,763
0.06% of portfolio
|
Q2 2025
Reduced 51.25%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
2,923
shares
|
$271,371
0.02% of portfolio
|
Q2 2025
Reduced 43.7%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
2,922
shares
|
$271,278
0.2% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
2,908
shares
|
$269,978
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
2,898
shares
|
$269,050
0.01% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
2,890
shares
|
$268,307
0.09% of portfolio
|
Q1 2025
New holding
|