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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
115,938
shares
|
$10.8 Million
3.59% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
114,961
shares
|
$10.7 Million
0.33% of portfolio
|
Q2 2025
Added 1132.03%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
112,508
shares
|
$10.4 Million
0.99% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
112,432
shares
|
$10.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
112,045
shares
|
$10.4 Million
0.34% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
112,009
shares
|
$10.4 Million
0.45% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
111,733
shares
|
$10.4 Million
1.02% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
111,557
shares
|
$10.4 Million
2.65% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
109,578
shares
|
$10.2 Million
3.25% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
108,791
shares
|
$10.1 Million
0.22% of portfolio
|
Q2 2025
Added 29.84%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
107,915
shares
|
$10 Million
3.93% of portfolio
|
Q1 2023
Added 19.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
107,828
shares
|
$10 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
107,385
shares
|
$9.97 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
107,186
shares
|
$9.95 Million
0.23% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
106,225
shares
|
$9.86 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
105,617
shares
|
$9.81 Million
0.01% of portfolio
|
Q2 2025
Added 31.6%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
104,874
shares
|
$9.74 Million
2.22% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
104,620
shares
|
$9.71 Million
1.87% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
104,561
shares
|
$9.71 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
102,923
shares
|
$9.56 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
101,389
shares
|
$9.41 Million
4.04% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
100,976
shares
|
$9.37 Million
4.52% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
99,471
shares
|
$9.23 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
98,623
shares
|
$9.16 Million
0.28% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
98,004
shares
|
$9.1 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.78%
|