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 1,449 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 $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
87
shares
|
$8,201
0.0% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
83
shares
|
$7,824
0.0% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
81
shares
|
$7,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
81
shares
|
$7,635
0.0% of portfolio
|
Q2 2024
Added 88.37%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
76
shares
|
$7,164
0.0% of portfolio
|
Q3 2020
Reduced 26.92%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
74
shares
|
$6,975
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
71
shares
|
$6,693
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
68
shares
|
$6,410
0.0% of portfolio
|
Q2 2024
Reduced 49.63%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
66
shares
|
$6,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
64
shares
|
$6,033
0.0% of portfolio
|
Q1 2024
Reduced 99.39%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
63
shares
|
$5,939
0.0% of portfolio
|
Q3 2024
Reduced 28.41%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
62
shares
|
$5,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
56
shares
|
$5,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
45
shares
|
$4,242
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
44
shares
|
$4,147
0.0% of portfolio
|
Q3 2024
Reduced 69.44%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
40
shares
|
$3,770
0.0% of portfolio
|
Q1 2025
Reduced 88.83%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
38
shares
|
$3,582
0.0% of portfolio
|
Q1 2024
Reduced 28.3%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
36
shares
|
$3,393
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
32
shares
|
$3,016
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
30
shares
|
$2,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
30
shares
|
$2,828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
28
shares
|
$2,639
0.0% of portfolio
|
Q1 2025
Reduced 99.92%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
27
shares
|
$2,545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
27
shares
|
$2,545
0.0% of portfolio
|
Q1 2025
Added 58.82%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
26
shares
|
$2,451
0.0% of portfolio
|
Q4 2024
New holding
|