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 |
|---|---|---|---|---|---|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
2,595
shares
|
$244,449
0.04% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
2,595
shares
|
$244,449
0.0% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
2,593
shares
|
$244,260
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
2,592
shares
|
$244,166
0.03% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
2,588
shares
|
$243,789
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
2,588
shares
|
$243,789
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,587
shares
|
$243,695
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
2,583
shares
|
$243,318
0.13% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
2,578
shares
|
$242,847
0.01% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,574
shares
|
$242,470
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,564
shares
|
$241,528
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
2,553
shares
|
$240,492
0.16% of portfolio
|
Q3 2025
Reduced 18.95%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
2,549
shares
|
$240,115
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
2,539
shares
|
$239,173
0.01% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
2,539
shares
|
$239,173
0.1% of portfolio
|
Q3 2025
Reduced 18.25%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
2,530
shares
|
$238,326
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
2,526
shares
|
$237,949
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
2,522
shares
|
$237,572
0.03% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,522
shares
|
$237,572
0.03% of portfolio
|
Q1 2025
Added 70.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,520
shares
|
$237,384
0.01% of portfolio
|
Q3 2025
Reduced 67.82%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
2,506
shares
|
$236,065
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$235,500
0.03% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
2,500
shares
|
$235,500
0.06% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,483
shares
|
$233,898
0.01% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
2,482
shares
|
$233,804
0.04% of portfolio
|
Q2 2025
New holding
|
|