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 |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
219,895
shares
|
$20.6 Million
2.29% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
219,526
shares
|
$20.5 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
218,979
shares
|
$20.5 Million
8.76% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Apr 22, 2025 Q1 2025 |
218,534
shares
|
$20.4 Million
12.77% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
218,432
shares
|
$20.4 Million
2.47% of portfolio
|
Q2 2023
Reduced 2.74%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
218,126
shares
|
$20.4 Million
8.75% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
216,768
shares
|
$20.3 Million
3.57% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
216,341
shares
|
$20.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
213,990
shares
|
$20 Million
7.14% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
212,769
shares
|
$19.9 Million
21.36% of portfolio
|
Q1 2025
Reduced 41.57%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
211,915
shares
|
$19.8 Million
5.74% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
211,729
shares
|
$19.8 Million
0.43% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
208,815
shares
|
$19.5 Million
2.29% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
204,269
shares
|
$19.1 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
202,854
shares
|
$19 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
198,936
shares
|
$18.6 Million
0.64% of portfolio
|
Q1 2025
Reduced 24.8%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
197,762
shares
|
$18.5 Million
22.21% of portfolio
|
Q2 2023
Added 9.68%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
195,803
shares
|
$18.3 Million
7.88% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
195,422
shares
|
$18.3 Million
8.68% of portfolio
|
Q1 2025
Added 46.85%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
195,162
shares
|
$18.2 Million
3.71% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
194,925
shares
|
$18.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
192,909
shares
|
$18 Million
1.32% of portfolio
|
Q1 2025
Added 37.51%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
191,255
shares
|
$17.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
190,837
shares
|
$17.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 51.05%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
190,710
shares
|
$17.8 Million
1.78% of portfolio
|
Q1 2025
Added 6.66%
|