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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,209
shares
|
$206,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,203
shares
|
$206,002
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
2,198
shares
|
$205,534
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,194
shares
|
$205,160
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,188
shares
|
$204,599
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
2,187
shares
|
$204,506
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,184
shares
|
$204,225
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
2,177
shares
|
$203,571
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
2,166
shares
|
$202,542
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Scott & Selber, Inc.
|
Apr 24, 2025 Q1 2025 |
2,157
shares
|
$201,701
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
2,155
shares
|
$201,514
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
2,155
shares
|
$201,514
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
2,154
shares
|
$201,420
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
2,146
shares
|
$200,672
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,983
shares
|
$185,430
0.02% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,920
shares
|
$179,539
0.12% of portfolio
|
Q1 2025
Added 353.9%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,913
shares
|
$178,884
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
1,912
shares
|
$178,791
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,852
shares
|
$173,180
0.03% of portfolio
|
Q1 2025
Reduced 43.38%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
1,848
shares
|
$172,806
0.08% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,844
shares
|
$172,432
0.01% of portfolio
|
Q3 2024
Added 1781.63%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,794
shares
|
$167,756
0.04% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,760
shares
|
$164,577
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,651
shares
|
$154,385
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,591
shares
|
$148,774
0.03% of portfolio
|
Q1 2025
Added 218.2%
|