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 |
|---|---|---|---|---|---|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
835
shares
|
$77,521
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
834
shares
|
$77,428
0.01% of portfolio
|
Q4 2023
Added 701.92%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
821
shares
|
$76,221
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
821
shares
|
$76,221
0.0% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
820
shares
|
$76,128
0.08% of portfolio
|
Q1 2025
Reduced 65.43%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
818
shares
|
$75,943
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
797
shares
|
$73,993
0.01% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
767
shares
|
$71,208
0.01% of portfolio
|
Q4 2024
Reduced 50.58%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
766
shares
|
$71,115
0.01% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
742
shares
|
$68,887
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
740
shares
|
$68,701
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
736
shares
|
$68,330
0.02% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
723
shares
|
$67,123
0.0% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
701
shares
|
$65,080
0.01% of portfolio
|
Q1 2025
Reduced 71.26%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
701
shares
|
$65,080
0.01% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
700
shares
|
$64,988
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
695
shares
|
$64,523
0.01% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
688
shares
|
$63,873
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
682
shares
|
$63,316
0.02% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
680
shares
|
$63,131
0.02% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
639
shares
|
$59,324
0.0% of portfolio
|
Q4 2024
Reduced 72.87%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
628
shares
|
$58,303
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
628
shares
|
$58,303
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
600
shares
|
$55,704
0.01% of portfolio
|
Q1 2022
Reduced 22.08%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
577
shares
|
$53,568
0.0% of portfolio
|
Q2 2025
Reduced 20.3%
|