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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
695
shares
|
$64,989
0.01% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
688
shares
|
$64,334
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
682
shares
|
$63,773
0.02% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
680
shares
|
$63,586
0.02% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
662
shares
|
$61,903
0.02% of portfolio
|
Q2 2024
Added 101.22%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
639
shares
|
$59,752
0.0% of portfolio
|
Q4 2024
Reduced 72.87%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
630
shares
|
$58,911
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
626
shares
|
$58,537
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
615
shares
|
$57,508
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
600
shares
|
$56,106
0.01% of portfolio
|
Q1 2022
Reduced 22.08%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
535
shares
|
$50,027
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
529
shares
|
$49,466
0.02% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
524
shares
|
$48,999
0.01% of portfolio
|
Q2 2024
Reduced 74.33%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
520
shares
|
$48,625
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
516
shares
|
$48,251
0.15% of portfolio
|
Q1 2025
Added 193.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
508
shares
|
$47,503
0.0% of portfolio
|
Q1 2025
Added 23.6%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
486
shares
|
$45,445
0.02% of portfolio
|
Q1 2025
Reduced 26.14%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
471
shares
|
$44,043
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
466
shares
|
$43,575
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
450
shares
|
$42,079
0.0% of portfolio
|
Q4 2023
Reduced 31.82%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
450
shares
|
$42,079
0.03% of portfolio
|
Q1 2025
Added 2400.0%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
439
shares
|
$41,050
0.05% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
437
shares
|
$40,863
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
434
shares
|
$40,583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
431
shares
|
$40,302
0.01% of portfolio
|
Q1 2025
Added 762.0%
|