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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
48,750
shares
|
$4.6 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
|
$4.6 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
48,675
shares
|
$4.59 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
48,367
shares
|
$4.56 Million
0.81% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
48,254
shares
|
$4.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
47,480
shares
|
$4.48 Million
1.32% of portfolio
|
Q2 2025
Reduced 15.83%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
46,964
shares
|
$4.43 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
46,495
shares
|
$4.38 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
46,371
shares
|
$4.37 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
46,221
shares
|
$4.36 Million
0.17% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
46,206
shares
|
$4.36 Million
3.63% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
46,139
shares
|
$4.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
46,076
shares
|
$4.34 Million
1.94% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
45,773
shares
|
$4.32 Million
3.78% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
45,516
shares
|
$4.29 Million
3.95% of portfolio
|
Q1 2025
New holding
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
May 13, 2025 Q1 2025 |
45,249
shares
|
$4.27 Million
4.89% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
44,980
shares
|
$4.24 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
44,802
shares
|
$4.22 Million
0.21% of portfolio
|
Q2 2025
Reduced 18.62%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
44,458
shares
|
$4.19 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
43,885
shares
|
$4.14 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
43,766
shares
|
$4.13 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
43,371
shares
|
$4.09 Million
3.52% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
43,281
shares
|
$4.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.34%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
42,448
shares
|
$4 Million
0.51% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
42,173
shares
|
$3.98 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.01%
|