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 1,463 institutions that hold shares in the stock, with a total of 197 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 |
|---|---|---|---|---|---|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
2,158
shares
|
$205,937
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
2,155
shares
|
$205,651
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,147
shares
|
$204,888
0.02% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,134
shares
|
$203,647
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
2,122
shares
|
$202,502
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,983
shares
|
$189,237
0.02% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
1,912
shares
|
$182,462
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
1,848
shares
|
$176,354
0.07% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,844
shares
|
$175,972
0.01% of portfolio
|
Q3 2024
Added 1781.63%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
1,839
shares
|
$175,495
0.11% of portfolio
|
Q3 2025
Reduced 44.31%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,765
shares
|
$168,433
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,760
shares
|
$167,956
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,676
shares
|
$159,940
0.11% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
1,595
shares
|
$152,210
0.01% of portfolio
|
Q4 2019
Reduced 49.84%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
1,591
shares
|
$151,829
0.03% of portfolio
|
Q1 2025
Added 218.2%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,529
shares
|
$145,912
0.0% of portfolio
|
Q2 2024
Added 6.18%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,528
shares
|
$145,817
0.03% of portfolio
|
Q1 2025
Added 304.23%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
1,516
shares
|
$144,671
0.07% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
1,488
shares
|
$141,999
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,487
shares
|
$141,904
0.05% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,430
shares
|
$136,464
0.09% of portfolio
|
Q4 2023
Reduced 26.85%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
1,400
shares
|
$133,602
0.04% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,399
shares
|
$133,506
0.01% of portfolio
|
Q1 2025
Reduced 30.4%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,371
shares
|
$130,834
0.08% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1,348
shares
|
$128,639
0.03% of portfolio
|
Q2 2025
Reduced 18.35%
|