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 1,483 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 $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
203
shares
|
$19,122
0.0% of portfolio
|
Q1 2025
Added 33.55%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
189
shares
|
$17,803
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
189
shares
|
$17,803
0.02% of portfolio
|
Q3 2025
Reduced 45.22%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
188
shares
|
$17,709
0.01% of portfolio
|
Q3 2025
Reduced 14.55%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
184
shares
|
$17,332
0.0% of portfolio
|
Q1 2023
Reduced 89.97%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
184
shares
|
$17,332
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
180
shares
|
$16,956
0.0% of portfolio
|
Q1 2025
Reduced 66.91%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
172
shares
|
$16,202
0.0% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
171
shares
|
$16,108
0.0% of portfolio
|
Q4 2023
Reduced 36.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
166
shares
|
$15,637
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
164
shares
|
$15,448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
164
shares
|
$15,448
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
163
shares
|
$15,354
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
159
shares
|
$14,977
0.0% of portfolio
|
Q3 2025
Added 354.29%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
156
shares
|
$14,695
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
152
shares
|
$14,318
0.0% of portfolio
|
Q3 2025
Reduced 78.32%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
149
shares
|
$14,035
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
145
shares
|
$13,659
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
142
shares
|
$13,376
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
137
shares
|
$12,905
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
133
shares
|
$12,528
0.03% of portfolio
|
Q2 2022
Reduced 99.42%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
132
shares
|
$12,434
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
122
shares
|
$11,492
0.01% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
112
shares
|
$10,550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
104
shares
|
$9,796
0.01% of portfolio
|
Q2 2022
Reduced 97.44%
|
|