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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
430
shares
|
$40,209
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
425
shares
|
$39,741
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
423
shares
|
$39,554
0.0% of portfolio
|
Q3 2024
Added 116.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
418
shares
|
$39,087
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
410
shares
|
$38,339
0.0% of portfolio
|
Q1 2025
Reduced 32.79%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
400
shares
|
$37,404
0.01% of portfolio
|
Q2 2023
Reduced 17.7%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
394
shares
|
$36,842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
386
shares
|
$36,094
0.01% of portfolio
|
Q1 2025
Added 77.88%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
383
shares
|
$35,814
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
373
shares
|
$34,879
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
364
shares
|
$34,037
0.0% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
362
shares
|
$33,850
0.04% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
357
shares
|
$33,383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
351
shares
|
$32,822
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
349
shares
|
$32,634
0.0% of portfolio
|
Q1 2025
Reduced 38.23%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
349
shares
|
$32,634
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
340
shares
|
$31,793
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
340
shares
|
$31,793
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
340
shares
|
$31,793
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
334
shares
|
$31,232
0.02% of portfolio
|
Q1 2025
Added 35.22%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
331
shares
|
$30,951
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
327
shares
|
$30,577
0.03% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
327
shares
|
$30,577
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
325
shares
|
$30,390
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
315
shares
|
$29,455
0.01% of portfolio
|
Q3 2024
Reduced 66.7%
|