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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
183,686
shares
|
$17.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
183,567
shares
|
$17.2 Million
3.25% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
183,042
shares
|
$17.1 Million
3.8% of portfolio
|
Q1 2025
Reduced 44.94%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
176,384
shares
|
$16.5 Million
3.47% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
169,611
shares
|
$15.9 Million
6.17% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
165,523
shares
|
$15.5 Million
7.03% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
164,214
shares
|
$15.4 Million
0.16% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
163,872
shares
|
$15.3 Million
0.51% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
163,116
shares
|
$15.3 Million
3.06% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
162,208
shares
|
$15.2 Million
1.61% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
161,760
shares
|
$15.1 Million
2.58% of portfolio
|
Q1 2025
Added 354.85%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
160,493
shares
|
$15 Million
1.55% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
160,202
shares
|
$15 Million
8.38% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
159,439
shares
|
$14.9 Million
0.4% of portfolio
|
Q1 2025
Added 111.28%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
154,661
shares
|
$14.5 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
150,540
shares
|
$14.1 Million
2.57% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
150,000
shares
|
$14 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
147,708
shares
|
$13.8 Million
5.95% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
145,243
shares
|
$13.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
142,837
shares
|
$13.4 Million
0.11% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
141,793
shares
|
$13.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
141,264
shares
|
$13.2 Million
0.78% of portfolio
|
Q3 2023
New holding
|
|
|
Enzi Wealth
Austin, TX |
Apr 25, 2025 Q1 2025 |
140,638
shares
|
$13.2 Million
5.44% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
140,419
shares
|
$13.1 Million
1.8% of portfolio
|
Q1 2025
Reduced 59.12%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
140,246
shares
|
$13.1 Million
4.77% of portfolio
|
Q1 2025
Added 2.21%
|