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 |
|---|---|---|---|---|---|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
2,521
shares
|
$235,738
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
2,506
shares
|
$234,336
0.12% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
2,505
shares
|
$234,242
0.03% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
2,500
shares
|
$233,775
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
2,496
shares
|
$233,400
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
2,495
shares
|
$233,307
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
2,494
shares
|
$233,213
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
2,494
shares
|
$233,213
0.06% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
2,486
shares
|
$232,465
0.09% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
2,482
shares
|
$232,091
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,478
shares
|
$231,717
0.02% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
2,475
shares
|
$231,437
0.04% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
2,472
shares
|
$231,156
0.02% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
2,469
shares
|
$230,876
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
2,468
shares
|
$230,782
0.18% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
2,460
shares
|
$230,034
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
2,457
shares
|
$229,754
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,455
shares
|
$229,567
0.14% of portfolio
|
Q1 2025
Added 19.46%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
2,454
shares
|
$229,473
0.04% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
2,452
shares
|
$229,286
0.16% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
2,447
shares
|
$228,818
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
2,442
shares
|
$228,351
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
2,437
shares
|
$227,883
0.16% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,432
shares
|
$227,416
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
2,432
shares
|
$227,416
0.18% of portfolio
|
Q1 2025
Added 0.12%
|