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 1,458 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
218,731
shares
|
$20.3 Million
21.88% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
218,432
shares
|
$20.3 Million
2.47% of portfolio
|
Q2 2023
Reduced 2.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
217,893
shares
|
$20.2 Million
0.22% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
215,522
shares
|
$20 Million
2.17% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Aug 11, 2025 Q2 2025 |
214,385
shares
|
$19.9 Million
8.44% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
214,064
shares
|
$19.9 Million
12.09% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
213,518
shares
|
$19.8 Million
6.48% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
211,729
shares
|
$19.7 Million
0.43% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
203,668
shares
|
$18.9 Million
3.65% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
202,854
shares
|
$18.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
202,422
shares
|
$18.8 Million
0.08% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
199,698
shares
|
$18.5 Million
1.91% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
197,762
shares
|
$18.4 Million
22.21% of portfolio
|
Q2 2023
Added 9.68%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
197,483
shares
|
$18.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
195,803
shares
|
$18.2 Million
7.88% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
192,102
shares
|
$17.8 Million
1.62% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
189,200
shares
|
$17.6 Million
0.06% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
185,090
shares
|
$17.2 Million
0.04% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
183,380
shares
|
$17 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.85%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
180,930
shares
|
$16.8 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
180,124
shares
|
$16.7 Million
7.8% of portfolio
|
Q2 2025
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
176,982
shares
|
$16.4 Million
3.36% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
176,082
shares
|
$16.3 Million
7.08% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
175,389
shares
|
$16.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
172,268
shares
|
$16 Million
6.3% of portfolio
|
Q2 2025
Added 1.57%
|