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 1,463 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
2,725
shares
|
$260,046
0.04% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
2,723
shares
|
$259,855
0.0% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,712
shares
|
$258,806
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
2,700
shares
|
$257,661
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
2,700
shares
|
$257,661
0.01% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
2,699
shares
|
$257,565
0.07% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
2,695
shares
|
$257,183
0.06% of portfolio
|
Q2 2025
Reduced 96.93%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
2,695
shares
|
$257,183
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,693
shares
|
$256,992
0.04% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
2,681
shares
|
$255,847
0.19% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
2,681
shares
|
$255,847
0.16% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
2,680
shares
|
$255,752
0.04% of portfolio
|
Q2 2025
Reduced 74.61%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
2,652
shares
|
$253,080
0.08% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
2,639
shares
|
$251,839
0.17% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,628
shares
|
$250,790
0.01% of portfolio
|
Q2 2025
Reduced 73.72%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,620
shares
|
$250,026
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
2,618
shares
|
$249,835
0.06% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,611
shares
|
$249,167
0.09% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
2,600
shares
|
$248,118
0.07% of portfolio
|
Q2 2025
Reduced 84.16%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,595
shares
|
$247,640
0.04% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,593
shares
|
$247,449
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
2,585
shares
|
$246,686
0.06% of portfolio
|
Q2 2025
Reduced 71.65%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
2,581
shares
|
$246,304
0.03% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,574
shares
|
$245,636
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
2,573
shares
|
$245,541
0.14% of portfolio
|
Q2 2025
Added 0.35%
|