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 1,485 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
61,571
shares
|
$5.8 Million
0.2% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
61,068
shares
|
$5.75 Million
0.13% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
60,904
shares
|
$5.74 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
60,369
shares
|
$5.69 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
59,701
shares
|
$5.62 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
59,659
shares
|
$5.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 69.79%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
59,574
shares
|
$5.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.19%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
59,435
shares
|
$5.6 Million
0.67% of portfolio
|
Q3 2025
Reduced 78.04%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
58,713
shares
|
$5.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
58,244
shares
|
$5.49 Million
0.81% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
57,817
shares
|
$5.45 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
57,812
shares
|
$5.45 Million
0.07% of portfolio
|
Q3 2025
Added 43.69%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
57,608
shares
|
$5.43 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
57,462
shares
|
$5.41 Million
0.35% of portfolio
|
Q4 2023
Added 1.18%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
56,952
shares
|
$5.36 Million
4.1% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
56,814
shares
|
$5.35 Million
0.73% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
56,484
shares
|
$5.32 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
55,763
shares
|
$5.25 Million
0.76% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
55,664
shares
|
$5.24 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
55,554
shares
|
$5.23 Million
1.28% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
55,313
shares
|
$5.21 Million
3.02% of portfolio
|
Q4 2023
Reduced 20.49%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
54,620
shares
|
$5.15 Million
0.41% of portfolio
|
Q1 2025
Added 51.64%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
54,460
shares
|
$5.13 Million
1.23% of portfolio
|
Q3 2025
Added 60.43%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
53,895
shares
|
$5.08 Million
3.74% of portfolio
|
Q3 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
53,596
shares
|
$5.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.59%
|
|