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 |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
2,696
shares
|
$252,102
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
2,693
shares
|
$251,822
0.24% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
2,691
shares
|
$251,635
0.03% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
2,690
shares
|
$251,541
0.02% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
2,670
shares
|
$249,671
0.02% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
2,652
shares
|
$247,988
0.08% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,639
shares
|
$246,772
0.05% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,620
shares
|
$244,996
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
2,619
shares
|
$244,902
0.12% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,611
shares
|
$244,154
0.1% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
2,604
shares
|
$243,500
0.21% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Patton Fund Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,593
shares
|
$242,471
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,574
shares
|
$240,694
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2,572
shares
|
$240,507
0.22% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
2,569
shares
|
$240,227
0.03% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
2,566
shares
|
$239,946
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
2,564
shares
|
$239,759
0.03% of portfolio
|
Q1 2025
Reduced 31.33%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
2,564
shares
|
$239,759
0.16% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
2,564
shares
|
$239,759
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
2,539
shares
|
$237,421
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
2,538
shares
|
$237,328
0.12% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
2,530
shares
|
$236,580
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
2,524
shares
|
$236,019
0.05% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
2,522
shares
|
$235,832
0.01% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,522
shares
|
$235,832
0.03% of portfolio
|
Q1 2025
Added 70.18%
|