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 1,483 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 $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
2,179
shares
|
$205,261
0.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
2,166
shares
|
$204,037
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Scott & Selber, Inc.
|
Oct 29, 2025 Q3 2025 |
2,159
shares
|
$203,377
0.05% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
2,155
shares
|
$203,001
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,147
shares
|
$202,247
0.02% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
2,134
shares
|
$201,022
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,130
shares
|
$200,646
0.05% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
2,129
shares
|
$200,551
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
2,125
shares
|
$200,175
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
2,122
shares
|
$199,892
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,105
shares
|
$198,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
2,072
shares
|
$195,182
0.04% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,987
shares
|
$187,175
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
1,912
shares
|
$180,110
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,895
shares
|
$178,509
0.01% of portfolio
|
Q3 2025
Reduced 38.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,853
shares
|
$174,552
0.03% of portfolio
|
Q3 2025
Added 1325.38%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
1,848
shares
|
$174,081
0.07% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,844
shares
|
$173,704
0.01% of portfolio
|
Q3 2024
Added 1781.63%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
1,839
shares
|
$173,233
0.11% of portfolio
|
Q3 2025
Reduced 44.31%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,765
shares
|
$166,263
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,760
shares
|
$165,792
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,676
shares
|
$157,879
0.1% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,595
shares
|
$150,249
0.01% of portfolio
|
Q4 2019
Reduced 49.84%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
1,591
shares
|
$149,872
0.03% of portfolio
|
Q1 2025
Added 218.2%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
1,568
shares
|
$147,705
0.04% of portfolio
|
Q3 2025
Added 12.0%
|
|