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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
312
shares
|
$29,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
310
shares
|
$28,988
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
307
shares
|
$28,707
0.01% of portfolio
|
Q1 2025
Reduced 95.18%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
306
shares
|
$28,614
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
304
shares
|
$28,427
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
303
shares
|
$28,333
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
302
shares
|
$28,240
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
290
shares
|
$27,117
0.01% of portfolio
|
Q1 2024
Reduced 76.25%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
274
shares
|
$25,621
0.0% of portfolio
|
Q4 2023
Reduced 81.08%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
273
shares
|
$25,528
0.01% of portfolio
|
Q1 2025
Added 82.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
265
shares
|
$24,780
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
258
shares
|
$24,125
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
250
shares
|
$23,377
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
228
shares
|
$21,320
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
225
shares
|
$21,039
0.0% of portfolio
|
Q1 2024
Reduced 21.88%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
224
shares
|
$20,946
0.01% of portfolio
|
Q2 2024
Reduced 28.66%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
223
shares
|
$20,852
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
220
shares
|
$20,572
0.01% of portfolio
|
Q4 2023
Reduced 93.28%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
216
shares
|
$20,198
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
213
shares
|
$19,917
0.0% of portfolio
|
Q1 2025
Reduced 29.24%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
203
shares
|
$18,982
0.0% of portfolio
|
Q1 2025
Added 33.55%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
188
shares
|
$17,579
0.01% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
184
shares
|
$17,205
0.01% of portfolio
|
Q1 2023
Reduced 89.97%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
184
shares
|
$17,205
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
180
shares
|
$16,831
0.0% of portfolio
|
Q1 2025
Reduced 66.91%
|