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 1,449 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
73,609
shares
|
$6.9 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
72,846
shares
|
$6.83 Million
6.04% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
71,467
shares
|
$6.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
70,311
shares
|
$6.6 Million
3.89% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
69,111
shares
|
$6.48 Million
0.16% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,010
shares
|
$6.47 Million
0.07% of portfolio
|
Q1 2025
Added 33.34%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
68,609
shares
|
$6.44 Million
2.19% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
67,754
shares
|
$6.36 Million
1.86% of portfolio
|
Q2 2022
Reduced 6.46%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
67,725
shares
|
$6.35 Million
2.59% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
67,596
shares
|
$6.34 Million
0.35% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
67,400
shares
|
$6.32 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
67,358
shares
|
$6.32 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
67,157
shares
|
$6.3 Million
3.19% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
66,754
shares
|
$6.26 Million
4.9% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
66,102
shares
|
$6.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
66,040
shares
|
$6.19 Million
2.35% of portfolio
|
Q1 2025
Added 83.4%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
65,988
shares
|
$6.19 Million
0.94% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
65,937
shares
|
$6.18 Million
1.86% of portfolio
|
Q1 2023
Reduced 6.04%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
65,881
shares
|
$6.18 Million
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
65,101
shares
|
$6.11 Million
1.85% of portfolio
|
Q1 2025
Reduced 47.54%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
64,487
shares
|
$6.05 Million
5.25% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
64,158
shares
|
$6.02 Million
4.83% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
63,658
shares
|
$5.97 Million
0.97% of portfolio
|
Q4 2022
Added 1.34%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
63,658
shares
|
$5.97 Million
0.96% of portfolio
|
Q4 2022
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
62,952
shares
|
$5.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.12%
|