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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
96,822
shares
|
$8.99 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,757
shares
|
$8.98 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
95,801
shares
|
$8.89 Million
0.18% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
95,366
shares
|
$8.85 Million
1.66% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
94,480
shares
|
$8.77 Million
0.39% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
93,898
shares
|
$8.72 Million
0.57% of portfolio
|
Q3 2023
Reduced 49.93%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
93,082
shares
|
$8.64 Million
2.9% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
92,492
shares
|
$8.59 Million
0.33% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Aug 05, 2025 Q2 2025 |
91,785
shares
|
$8.52 Million
5.94% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
91,573
shares
|
$8.5 Million
0.76% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
89,900
shares
|
$8.35 Million
0.25% of portfolio
|
Q2 2020
Added 34.69%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
89,225
shares
|
$8.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
88,714
shares
|
$8.24 Million
0.02% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
88,181
shares
|
$8.19 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
87,984
shares
|
$8.17 Million
1.08% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
87,122
shares
|
$8.09 Million
0.28% of portfolio
|
Q2 2025
Reduced 36.7%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
86,569
shares
|
$8.04 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
86,268
shares
|
$8.01 Million
2.8% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
84,804
shares
|
$7.87 Million
0.88% of portfolio
|
Q2 2025
Added 37.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
84,757
shares
|
$7.87 Million
0.19% of portfolio
|
Q2 2025
Reduced 66.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
83,985
shares
|
$7.8 Million
0.15% of portfolio
|
Q2 2025
Added 48.47%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
83,381
shares
|
$7.74 Million
3.28% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
83,204
shares
|
$7.72 Million
1.17% of portfolio
|
Q1 2024
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
81,697
shares
|
$7.58 Million
3.07% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
80,682
shares
|
$7.49 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.7%
|