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 |
|---|---|---|---|---|---|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
545
shares
|
$50,597
0.02% of portfolio
|
Q2 2025
Added 54400.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
529
shares
|
$49,112
0.02% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
510
shares
|
$47,348
0.12% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
491
shares
|
$45,584
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
488
shares
|
$45,305
0.02% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
476
shares
|
$44,191
0.06% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
471
shares
|
$43,727
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
450
shares
|
$41,778
0.0% of portfolio
|
Q4 2023
Reduced 31.82%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
438
shares
|
$40,663
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
430
shares
|
$39,921
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
425
shares
|
$39,457
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
423
shares
|
$39,271
0.0% of portfolio
|
Q3 2024
Added 116.92%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
420
shares
|
$38,992
0.01% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
402
shares
|
$37,321
0.0% of portfolio
|
Q2 2025
Reduced 20.87%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
400
shares
|
$37,136
0.01% of portfolio
|
Q2 2023
Reduced 17.7%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
388
shares
|
$36,021
0.01% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
386
shares
|
$35,836
0.01% of portfolio
|
Q1 2025
Added 77.88%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
383
shares
|
$35,557
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
373
shares
|
$34,629
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
362
shares
|
$33,608
0.04% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
359
shares
|
$33,329
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
351
shares
|
$32,586
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
349
shares
|
$32,401
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
340
shares
|
$31,565
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
340
shares
|
$31,565
0.01% of portfolio
|
Q2 2025
Reduced 48.64%
|