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 1,483 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 $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
2,767
shares
|
$260,651
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
2,765
shares
|
$260,463
0.19% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
2,757
shares
|
$259,709
0.17% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
2,751
shares
|
$259,144
0.13% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
2,750
shares
|
$259,050
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,749
shares
|
$258,955
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
2,747
shares
|
$258,767
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,742
shares
|
$258,296
0.04% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
2,740
shares
|
$258,108
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Oct 27, 2025 Q3 2025 |
2,734
shares
|
$257,542
0.16% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
2,732
shares
|
$257,354
0.1% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,723
shares
|
$256,506
0.0% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
2,719
shares
|
$256,129
0.06% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
2,712
shares
|
$255,470
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,705
shares
|
$254,811
0.08% of portfolio
|
Q3 2025
Reduced 66.63%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
2,700
shares
|
$254,340
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
2,700
shares
|
$254,340
0.01% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,698
shares
|
$254,151
0.06% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
2,681
shares
|
$252,550
0.17% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
2,681
shares
|
$252,550
0.14% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
2,673
shares
|
$251,796
0.03% of portfolio
|
Q3 2025
Added 14.04%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
2,639
shares
|
$248,593
0.16% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,633
shares
|
$248,028
0.01% of portfolio
|
Q3 2025
Reduced 18.05%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
2,632
shares
|
$247,934
0.02% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
2,612
shares
|
$246,050
0.08% of portfolio
|
Q3 2025
Reduced 53.71%
|
|