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 |
|---|---|---|---|---|---|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
2,875
shares
|
$268,841
0.0% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
2,870
shares
|
$268,373
0.01% of portfolio
|
Q1 2025
Reduced 24.07%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,864
shares
|
$267,812
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
2,857
shares
|
$267,158
0.15% of portfolio
|
Q1 2025
Added 21.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,850
shares
|
$266,503
0.01% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,816
shares
|
$263,324
0.07% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
2,811
shares
|
$262,856
0.09% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
2,809
shares
|
$262,669
0.03% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
2,805
shares
|
$262,295
0.0% of portfolio
|
Q1 2025
Reduced 22.0%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
2,800
shares
|
$261,828
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,792
shares
|
$261,079
0.07% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,779
shares
|
$259,864
0.18% of portfolio
|
Q4 2024
Reduced 88.44%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
2,767
shares
|
$258,742
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
2,765
shares
|
$258,555
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
2,765
shares
|
$258,555
0.24% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
2,751
shares
|
$257,246
0.16% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,749
shares
|
$257,058
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
2,735
shares
|
$255,749
0.13% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
2,730
shares
|
$255,282
0.2% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
2,727
shares
|
$255,001
0.12% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
2,720
shares
|
$254,347
0.29% of portfolio
|
Q1 2025
Reduced 87.55%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
2,712
shares
|
$253,599
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,700
shares
|
$252,477
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
2,700
shares
|
$252,477
0.01% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
2,700
shares
|
$252,477
0.05% of portfolio
|
Q1 2025
Reduced 21.14%
|