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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
101,944
shares
|
$9.53 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
101,661
shares
|
$9.51 Million
3.04% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
100,546
shares
|
$9.4 Million
0.14% of portfolio
|
Q4 2022
Reduced 0.77%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
100,154
shares
|
$9.37 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
99,166
shares
|
$9.27 Million
0.34% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
99,047
shares
|
$9.26 Million
4.99% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
97,810
shares
|
$9.15 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
97,585
shares
|
$9.13 Million
0.14% of portfolio
|
Q1 2025
Added 27.02%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
97,436
shares
|
$9.11 Million
0.87% of portfolio
|
Q1 2025
Reduced 27.69%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
96,864
shares
|
$9.06 Million
0.22% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,757
shares
|
$9.05 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
96,381
shares
|
$9.01 Million
4.19% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
94,977
shares
|
$8.88 Million
1.4% of portfolio
|
Q1 2025
Added 325.66%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
94,822
shares
|
$8.87 Million
4.88% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
94,478
shares
|
$8.83 Million
0.46% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
93,898
shares
|
$8.78 Million
0.57% of portfolio
|
Q3 2023
Reduced 49.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
93,319
shares
|
$8.73 Million
0.19% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
92,854
shares
|
$8.68 Million
0.3% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
91,979
shares
|
$8.6 Million
6.28% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
91,328
shares
|
$8.54 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
89,900
shares
|
$8.41 Million
0.25% of portfolio
|
Q2 2020
Added 34.69%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
89,857
shares
|
$8.4 Million
1.59% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
89,716
shares
|
$8.39 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
88,564
shares
|
$8.28 Million
3.74% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
87,885
shares
|
$8.22 Million
2.12% of portfolio
|
Q1 2025
Added 1959.16%
|