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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
2,310
shares
|
$214,460
0.02% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
2,304
shares
|
$213,903
0.0% of portfolio
|
Q2 2025
Reduced 98.17%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
2,301
shares
|
$213,624
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Aug 13, 2025 Q2 2025 |
2,297
shares
|
$213,253
0.05% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
2,289
shares
|
$212,510
0.06% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
2,280
shares
|
$211,675
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
2,262
shares
|
$210,004
0.19% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
2,247
shares
|
$208,611
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
2,241
shares
|
$208,054
0.06% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
2,235
shares
|
$207,497
0.1% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,206
shares
|
$204,805
0.05% of portfolio
|
Q2 2025
Reduced 30.41%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,194
shares
|
$203,690
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
2,190
shares
|
$203,319
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,189
shares
|
$203,226
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,189
shares
|
$203,226
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
2,189
shares
|
$203,226
0.09% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
2,185
shares
|
$202,855
0.08% of portfolio
|
Q2 2025
Reduced 18.95%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
2,184
shares
|
$202,762
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
2,183
shares
|
$202,669
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,180
shares
|
$202,391
0.03% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
2,178
shares
|
$202,205
0.16% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,173
shares
|
$201,741
0.02% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,172
shares
|
$201,648
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
2,166
shares
|
$201,091
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
2,159
shares
|
$200,441
0.01% of portfolio
|
Q2 2025
Reduced 4.43%
|