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 1,457 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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
2,573
shares
|
$238,877
0.14% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
2,564
shares
|
$238,041
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
2,564
shares
|
$238,041
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
2,547
shares
|
$236,463
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,534
shares
|
$235,256
0.02% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
2,530
shares
|
$234,885
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,529
shares
|
$234,792
0.02% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
2,528
shares
|
$234,699
0.1% of portfolio
|
Q2 2025
Added 65.45%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
2,524
shares
|
$234,328
0.05% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,522
shares
|
$234,142
0.03% of portfolio
|
Q1 2025
Added 70.18%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
2,516
shares
|
$233,585
0.04% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,508
shares
|
$232,842
0.04% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,506
shares
|
$232,657
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
2,506
shares
|
$232,657
0.12% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
2,505
shares
|
$232,564
0.03% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,498
shares
|
$231,914
0.03% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
2,494
shares
|
$231,542
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
2,488
shares
|
$230,985
0.12% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
2,482
shares
|
$230,428
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
2,472
shares
|
$229,500
0.02% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
2,468
shares
|
$229,129
0.18% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
2,463
shares
|
$228,664
0.03% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
2,462
shares
|
$228,572
0.0% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
2,461
shares
|
$228,479
0.01% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
2,447
shares
|
$227,179
0.03% of portfolio
|
Q4 2024
New holding
|