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 1,458 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
172,072
shares
|
$16 Million
3.25% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
167,403
shares
|
$15.5 Million
0.45% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
167,091
shares
|
$15.5 Million
2.86% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
166,800
shares
|
$15.5 Million
1.25% of portfolio
|
Q2 2025
Added 62.44%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
166,388
shares
|
$15.4 Million
6.31% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
166,089
shares
|
$15.4 Million
1.55% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
164,325
shares
|
$15.3 Million
7.85% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
164,214
shares
|
$15.2 Million
0.16% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
163,904
shares
|
$15.2 Million
2.53% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
161,696
shares
|
$15 Million
0.15% of portfolio
|
Q2 2025
Added 94.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
160,927
shares
|
$14.9 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
158,643
shares
|
$14.7 Million
5.58% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
155,749
shares
|
$14.5 Million
1.41% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
154,661
shares
|
$14.4 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
151,432
shares
|
$14.1 Million
2.4% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
147,905
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
147,099
shares
|
$13.7 Million
0.11% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
145,748
shares
|
$13.5 Million
0.03% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
141,264
shares
|
$13.1 Million
0.78% of portfolio
|
Q3 2023
New holding
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
140,216
shares
|
$13 Million
5.1% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
139,642
shares
|
$13 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
137,220
shares
|
$12.7 Million
0.15% of portfolio
|
Q2 2025
Added 40.62%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
136,903
shares
|
$12.7 Million
0.38% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
136,747
shares
|
$12.7 Million
2.17% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
136,092
shares
|
$12.6 Million
4.36% of portfolio
|
Q2 2025
Reduced 2.96%
|