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 |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
223
shares
|
$20,703
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
220
shares
|
$20,424
0.01% of portfolio
|
Q4 2023
Reduced 93.28%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
216
shares
|
$20,053
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
213
shares
|
$19,774
0.0% of portfolio
|
Q1 2025
Reduced 29.24%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
203
shares
|
$18,846
0.0% of portfolio
|
Q1 2025
Added 33.55%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
188
shares
|
$17,453
0.0% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
184
shares
|
$17,082
0.0% of portfolio
|
Q1 2023
Reduced 89.97%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
184
shares
|
$17,082
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
180
shares
|
$16,711
0.0% of portfolio
|
Q2 2025
Reduced 56.1%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
180
shares
|
$16,711
0.0% of portfolio
|
Q1 2025
Reduced 66.91%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
175
shares
|
$16,247
0.0% of portfolio
|
Q2 2025
Reduced 55.58%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
172
shares
|
$15,968
0.0% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
171
shares
|
$15,875
0.0% of portfolio
|
Q4 2023
Reduced 36.9%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
170
shares
|
$15,782
0.01% of portfolio
|
Q4 2024
Reduced 79.04%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
166
shares
|
$15,411
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
163
shares
|
$15,132
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
161
shares
|
$14,947
0.01% of portfolio
|
Q2 2025
Added 323.68%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
156
shares
|
$14,483
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
149
shares
|
$13,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
145
shares
|
$13,461
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
137
shares
|
$12,719
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
136
shares
|
$12,626
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
133
shares
|
$12,347
0.03% of portfolio
|
Q2 2022
Reduced 99.42%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
132
shares
|
$12,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
131
shares
|
$12,162
0.0% of portfolio
|
Q2 2025
New holding
|