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 |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
135,922
shares
|
$12.6 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
135,670
shares
|
$12.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
135,357
shares
|
$12.6 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
133,665
shares
|
$12.4 Million
0.9% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
133,055
shares
|
$12.4 Million
5.93% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
132,924
shares
|
$12.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
132,198
shares
|
$12.3 Million
3.1% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
130,675
shares
|
$12.1 Million
7.31% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
130,625
shares
|
$12.1 Million
0.89% of portfolio
|
Q2 2025
Added 28.13%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
129,631
shares
|
$12 Million
6.52% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
127,676
shares
|
$11.9 Million
2.8% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
126,507
shares
|
$11.7 Million
9.55% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
126,102
shares
|
$11.7 Million
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
125,541
shares
|
$11.7 Million
9.34% of portfolio
|
Q2 2025
Added 18.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
124,623
shares
|
$11.6 Million
0.09% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
123,914
shares
|
$11.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
123,262
shares
|
$11.4 Million
1.02% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
122,844
shares
|
$11.4 Million
1.1% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
122,541
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2025
Added 200.94%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
121,516
shares
|
$11.3 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
119,806
shares
|
$11.1 Million
4.94% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
119,540
shares
|
$11.1 Million
0.96% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
118,834
shares
|
$11 Million
0.25% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
117,533
shares
|
$10.9 Million
2.46% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
116,624
shares
|
$10.8 Million
3.14% of portfolio
|
Q2 2025
Added 14.72%
|