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 |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
2,430
shares
|
$227,229
0.11% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
2,429
shares
|
$227,135
0.2% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,418
shares
|
$226,107
0.01% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
2,399
shares
|
$224,330
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,381
shares
|
$222,647
0.03% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
2,372
shares
|
$221,805
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
2,371
shares
|
$221,712
0.16% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,362
shares
|
$220,870
0.0% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,351
shares
|
$219,842
0.09% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
2,347
shares
|
$219,467
0.18% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
2,337
shares
|
$218,532
0.21% of portfolio
|
Q1 2025
Reduced 24.78%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
2,310
shares
|
$216,008
0.02% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
2,301
shares
|
$215,166
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
2,297
shares
|
$214,792
0.05% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,289
shares
|
$214,044
0.06% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
2,284
shares
|
$213,576
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
2,282
shares
|
$213,389
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
2,280
shares
|
$213,202
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,278
shares
|
$213,015
0.03% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
2,259
shares
|
$211,239
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
2,259
shares
|
$211,239
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
2,247
shares
|
$210,116
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
2,241
shares
|
$209,555
0.06% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
2,240
shares
|
$209,462
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,222
shares
|
$207,779
0.02% of portfolio
|
Q2 2024
Reduced 2.67%
|