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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,014
shares
|
$94,819
0.03% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
1,013
shares
|
$94,725
0.02% of portfolio
|
Q4 2024
Added 64.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
956
shares
|
$89,395
0.04% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
949
shares
|
$88,740
0.05% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
935
shares
|
$87,431
0.03% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
895
shares
|
$83,691
0.0% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
865
shares
|
$80,886
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
835
shares
|
$78,080
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
834
shares
|
$77,987
0.02% of portfolio
|
Q4 2023
Added 701.92%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
821
shares
|
$76,771
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
820
shares
|
$76,678
0.08% of portfolio
|
Q1 2025
Reduced 65.43%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
818
shares
|
$76,491
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
797
shares
|
$74,527
0.01% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
791
shares
|
$73,966
0.02% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
771
shares
|
$72,096
0.03% of portfolio
|
Q1 2025
Reduced 31.16%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
767
shares
|
$71,722
0.01% of portfolio
|
Q4 2024
Reduced 50.58%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
766
shares
|
$71,628
0.01% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
765
shares
|
$71,535
0.0% of portfolio
|
Q1 2025
Added 184.39%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
760
shares
|
$71,067
0.01% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
740
shares
|
$69,197
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
727
shares
|
$67,981
0.0% of portfolio
|
Q1 2025
Reduced 46.7%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
724
shares
|
$67,701
0.0% of portfolio
|
Q1 2025
Reduced 38.95%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
701
shares
|
$65,550
0.01% of portfolio
|
Q1 2025
Reduced 71.26%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
701
shares
|
$65,550
0.01% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
700
shares
|
$65,457
0.03% of portfolio
|
Q4 2024
New holding
|