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 1,453 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 |
|---|---|---|---|---|---|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
55,313
shares
|
$5.19 Million
3.02% of portfolio
|
Q4 2023
Reduced 20.49%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
54,723
shares
|
$5.14 Million
0.01% of portfolio
|
Q1 2025
Added 198.79%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
54,629
shares
|
$5.13 Million
1.66% of portfolio
|
Q1 2025
Reduced 13.23%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
54,620
shares
|
$5.13 Million
0.46% of portfolio
|
Q1 2025
Added 51.64%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
53,941
shares
|
$5.06 Million
0.33% of portfolio
|
Q1 2025
Added 777.8%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
53,888
shares
|
$5.06 Million
0.06% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
53,418
shares
|
$5.01 Million
1.47% of portfolio
|
Q2 2022
Added 8.95%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
53,226
shares
|
$5 Million
0.14% of portfolio
|
Q1 2025
Reduced 30.16%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
53,079
shares
|
$4.98 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
52,371
shares
|
$4.92 Million
1.53% of portfolio
|
Q1 2025
Added 60.33%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
52,221
shares
|
$4.9 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
52,047
shares
|
$4.88 Million
2.35% of portfolio
|
Q4 2022
Added 166.51%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
51,922
shares
|
$4.87 Million
2.82% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
51,316
shares
|
$4.82 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
51,201
shares
|
$4.81 Million
1.38% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
50,857
shares
|
$4.77 Million
3.03% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
50,844
shares
|
$4.77 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
50,635
shares
|
$4.75 Million
0.39% of portfolio
|
Q2 2025
Reduced 51.26%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
49,825
shares
|
$4.68 Million
2.16% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
49,687
shares
|
$4.66 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
49,550
shares
|
$4.65 Million
0.34% of portfolio
|
Q1 2025
Reduced 28.08%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
48,969
shares
|
$4.6 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
48,828
shares
|
$4.58 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
48,750
shares
|
$4.58 Million
1.31% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
48,745
shares
|
$4.57 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.16%
|