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 1,460 institutions that hold shares in the stock, with a total of 197 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 |
|---|---|---|---|---|---|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
42,164
shares
|
$3.97 Million
1.04% of portfolio
|
Q2 2025
Reduced 18.67%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
42,090
shares
|
$3.96 Million
0.6% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
41,452
shares
|
$3.9 Million
0.6% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
41,385
shares
|
$3.9 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
41,161
shares
|
$3.87 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
40,983
shares
|
$3.86 Million
0.74% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
40,678
shares
|
$3.83 Million
0.26% of portfolio
|
Q4 2022
Reduced 12.92%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
40,614
shares
|
$3.82 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
40,526
shares
|
$3.82 Million
0.7% of portfolio
|
Q2 2025
Added 469.91%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
40,484
shares
|
$3.81 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
40,372
shares
|
$3.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
40,334
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
40,233
shares
|
$3.79 Million
0.05% of portfolio
|
Q2 2025
Added 38.72%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
40,196
shares
|
$3.78 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
39,779
shares
|
$3.74 Million
0.35% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
39,413
shares
|
$3.71 Million
2.94% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
39,295
shares
|
$3.7 Million
2.54% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
38,980
shares
|
$3.67 Million
1.51% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
38,914
shares
|
$3.66 Million
8.37% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
38,700
shares
|
$3.64 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
38,696
shares
|
$3.64 Million
0.05% of portfolio
|
Q2 2025
Reduced 30.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
38,569
shares
|
$3.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
38,475
shares
|
$3.62 Million
0.63% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
38,456
shares
|
$3.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
38,420
shares
|
$3.62 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.34%
|