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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
137,632
shares
|
$12.9 Million
0.52% of portfolio
|
Q1 2025
Added 122.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
137,266
shares
|
$12.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
136,709
shares
|
$12.8 Million
3.45% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
135,502
shares
|
$12.7 Million
0.48% of portfolio
|
Q1 2025
Added 55.34%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
135,399
shares
|
$12.7 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Ironwood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
132,872
shares
|
$12.4 Million
6.11% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
131,480
shares
|
$12.3 Million
6.92% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
130,584
shares
|
$12.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
130,562
shares
|
$12.2 Million
0.12% of portfolio
|
Q1 2025
Added 79.11%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
128,587
shares
|
$12 Million
7.68% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
128,125
shares
|
$12 Million
0.4% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
125,986
shares
|
$11.8 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
125,957
shares
|
$11.8 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
125,768
shares
|
$11.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
123,977
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.24%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
123,262
shares
|
$11.5 Million
1.02% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
122,841
shares
|
$11.5 Million
9.92% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
122,822
shares
|
$11.5 Million
0.92% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
122,441
shares
|
$11.4 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
122,165
shares
|
$11.4 Million
2.13% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
121,274
shares
|
$11.3 Million
1.16% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
119,182
shares
|
$11.1 Million
0.31% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
118,872
shares
|
$11.1 Million
2.76% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
118,834
shares
|
$11.1 Million
0.25% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
117,533
shares
|
$11 Million
2.46% of portfolio
|
Q1 2025
Reduced 1.22%
|