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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
117,283
shares
|
$11 Million
3.26% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
116,890
shares
|
$10.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
116,369
shares
|
$10.9 Million
3.0% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
116,135
shares
|
$10.9 Million
4.94% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
114,033
shares
|
$10.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
113,174
shares
|
$10.6 Million
1.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
111,853
shares
|
$10.5 Million
0.06% of portfolio
|
Q1 2025
Added 189.58%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
111,121
shares
|
$10.4 Million
2.94% of portfolio
|
Q1 2025
Added 413.74%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
110,989
shares
|
$10.4 Million
0.49% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
109,748
shares
|
$10.3 Million
3.48% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
108,214
shares
|
$10.1 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
107,915
shares
|
$10.1 Million
3.93% of portfolio
|
Q1 2023
Added 19.71%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
107,385
shares
|
$10 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
106,960
shares
|
$10 Million
1.07% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
106,534
shares
|
$9.96 Million
2.07% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
106,270
shares
|
$9.94 Million
8.4% of portfolio
|
Q1 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
105,480
shares
|
$9.86 Million
1.57% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
105,373
shares
|
$9.85 Million
0.03% of portfolio
|
Q1 2025
Reduced 32.34%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
104,620
shares
|
$9.78 Million
1.87% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
104,469
shares
|
$9.77 Million
0.11% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
104,017
shares
|
$9.73 Million
0.36% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
103,879
shares
|
$9.71 Million
0.85% of portfolio
|
Q1 2025
Reduced 77.41%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
103,198
shares
|
$9.65 Million
2.11% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
103,167
shares
|
$9.65 Million
2.38% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
102,685
shares
|
$9.6 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.35%
|