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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,274
shares
|
$118,278
0.04% of portfolio
|
Q4 2024
Reduced 53.3%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,270
shares
|
$117,906
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,208
shares
|
$112,150
0.11% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,197
shares
|
$111,129
0.08% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,197
shares
|
$111,129
0.03% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,158
shares
|
$107,508
0.0% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,146
shares
|
$106,394
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,143
shares
|
$106,116
0.05% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,141
shares
|
$105,930
0.01% of portfolio
|
Q3 2020
Reduced 78.71%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,082
shares
|
$100,452
0.01% of portfolio
|
Q1 2025
Added 27.29%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,082
shares
|
$100,452
0.03% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,072
shares
|
$99,524
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,069
shares
|
$99,245
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,045
shares
|
$97,017
0.01% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,014
shares
|
$94,139
0.03% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
1,013
shares
|
$94,046
0.02% of portfolio
|
Q4 2024
Added 64.98%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,007
shares
|
$93,489
0.04% of portfolio
|
Q2 2025
Reduced 47.36%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
956
shares
|
$88,755
0.03% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
949
shares
|
$88,105
0.04% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
935
shares
|
$86,805
0.03% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
895
shares
|
$83,091
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
895
shares
|
$83,091
0.0% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
885
shares
|
$82,163
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
865
shares
|
$80,306
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
849
shares
|
$78,821
0.04% of portfolio
|
Q2 2025
Added 10.12%
|