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 |
|---|---|---|---|---|---|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,442
shares
|
$226,715
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
2,442
shares
|
$226,715
0.1% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,441
shares
|
$226,622
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
2,439
shares
|
$226,436
0.02% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
2,436
shares
|
$226,158
0.16% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
2,436
shares
|
$226,158
0.15% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
2,435
shares
|
$226,065
0.0% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
2,429
shares
|
$225,508
0.03% of portfolio
|
Q2 2025
Reduced 29.49%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,423
shares
|
$224,951
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
2,423
shares
|
$224,951
0.19% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
2,407
shares
|
$223,465
0.01% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
2,404
shares
|
$223,187
0.22% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
2,388
shares
|
$221,701
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
2,382
shares
|
$221,144
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
2,374
shares
|
$220,402
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
2,372
shares
|
$220,216
0.15% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
2,372
shares
|
$220,216
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,372
shares
|
$220,216
0.09% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,355
shares
|
$218,638
0.12% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
2,351
shares
|
$218,266
0.09% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
2,350
shares
|
$218,174
0.14% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
2,347
shares
|
$217,895
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
2,347
shares
|
$217,895
0.18% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
2,344
shares
|
$217,616
0.03% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
2,320
shares
|
$215,388
0.06% of portfolio
|
Q2 2025
Reduced 39.11%
|