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 1,446 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 $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
62,392
shares
|
$5.88 Million
2.37% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
61,795
shares
|
$5.83 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
61,771
shares
|
$5.82 Million
0.79% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
61,703
shares
|
$5.82 Million
0.23% of portfolio
|
Q1 2025
Added 447.55%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
61,356
shares
|
$5.78 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
61,310
shares
|
$5.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
61,137
shares
|
$5.76 Million
8.06% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
60,973
shares
|
$5.75 Million
0.14% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
60,661
shares
|
$5.72 Million
0.08% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
60,524
shares
|
$5.71 Million
0.17% of portfolio
|
Q1 2025
Added 71.17%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
60,418
shares
|
$5.7 Million
0.03% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
60,248
shares
|
$5.68 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
59,955
shares
|
$5.65 Million
0.38% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
59,784
shares
|
$5.64 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
58,099
shares
|
$5.48 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
57,650
shares
|
$5.43 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
57,462
shares
|
$5.42 Million
0.35% of portfolio
|
Q4 2023
Added 1.18%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
57,172
shares
|
$5.39 Million
1.26% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
57,004
shares
|
$5.37 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
56,814
shares
|
$5.36 Million
0.73% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
56,671
shares
|
$5.34 Million
0.29% of portfolio
|
Q1 2025
Added 1391.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
56,567
shares
|
$5.33 Million
0.13% of portfolio
|
Q1 2025
Reduced 18.81%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
55,559
shares
|
$5.24 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
55,521
shares
|
$5.23 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
55,313
shares
|
$5.21 Million
3.02% of portfolio
|
Q4 2023
Reduced 20.49%
|