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 |
|---|---|---|---|---|---|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
173
shares
|
$16,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
172
shares
|
$16,083
0.0% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
171
shares
|
$15,990
0.0% of portfolio
|
Q4 2023
Reduced 36.9%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
170
shares
|
$15,896
0.01% of portfolio
|
Q4 2024
Reduced 79.04%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
166
shares
|
$15,522
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
163
shares
|
$15,242
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
161
shares
|
$15,055
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
155
shares
|
$14,494
0.0% of portfolio
|
Q1 2025
Reduced 35.15%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
153
shares
|
$14,307
0.01% of portfolio
|
Q1 2025
Reduced 79.07%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
145
shares
|
$13,558
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
143
shares
|
$13,371
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
142
shares
|
$13,278
0.01% of portfolio
|
Q2 2024
Reduced 47.6%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
137
shares
|
$12,810
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
136
shares
|
$12,717
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
133
shares
|
$12,436
0.03% of portfolio
|
Q2 2022
Reduced 99.42%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
130
shares
|
$12,156
0.0% of portfolio
|
Q1 2025
Added 60.49%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
116
shares
|
$10,847
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
104
shares
|
$9,725
0.01% of portfolio
|
Q2 2022
Reduced 97.44%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
104
shares
|
$9,725
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
94
shares
|
$8,789
0.0% of portfolio
|
Q2 2024
Reduced 97.19%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
89
shares
|
$8,322
0.0% of portfolio
|
Q1 2025
Reduced 85.92%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
87
shares
|
$8,135
0.0% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
83
shares
|
$7,761
0.0% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
81
shares
|
$7,574
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
81
shares
|
$7,574
0.0% of portfolio
|
Q2 2024
Added 88.37%
|