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 |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,529
shares
|
$144,031
0.0% of portfolio
|
Q2 2024
Added 6.18%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
1,528
shares
|
$143,937
0.03% of portfolio
|
Q1 2025
Added 304.23%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
1,516
shares
|
$142,807
0.07% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,489
shares
|
$140,263
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
1,488
shares
|
$140,169
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,487
shares
|
$140,075
0.05% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
1,430
shares
|
$134,706
0.08% of portfolio
|
Q4 2023
Reduced 26.85%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
1,404
shares
|
$132,256
0.01% of portfolio
|
Q3 2025
Reduced 98.97%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,399
shares
|
$131,785
0.01% of portfolio
|
Q1 2025
Reduced 30.4%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
1,397
shares
|
$131,597
0.01% of portfolio
|
Q3 2025
Added 75.28%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,385
shares
|
$130,467
0.01% of portfolio
|
Q3 2025
Added 32.54%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,371
shares
|
$129,148
0.07% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
1,348
shares
|
$126,981
0.04% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,300
shares
|
$122,460
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,293
shares
|
$121,800
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,274
shares
|
$120,010
0.04% of portfolio
|
Q4 2024
Reduced 53.3%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,265
shares
|
$119,163
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,231
shares
|
$115,960
0.03% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,219
shares
|
$114,829
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
1,200
shares
|
$113,040
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,197
shares
|
$112,757
0.07% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
1,185
shares
|
$111,627
0.04% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,158
shares
|
$109,083
0.1% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,141
shares
|
$107,482
0.01% of portfolio
|
Q3 2020
Reduced 78.71%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,082
shares
|
$101,924
0.01% of portfolio
|
Q1 2025
Added 27.29%
|
|