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 |
|---|---|---|---|---|---|
|
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
|
$3.97 Million
0.6% of portfolio
|
Q3 2022
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
41,844
shares
|
$3.94 Million
0.08% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
41,803
shares
|
$3.94 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
41,272
shares
|
$3.89 Million
0.15% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
40,983
shares
|
$3.86 Million
0.74% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
40,774
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
40,719
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.05%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
40,678
shares
|
$3.83 Million
0.26% of portfolio
|
Q4 2022
Reduced 12.92%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
40,484
shares
|
$3.82 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
40,294
shares
|
$3.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
40,109
shares
|
$3.78 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
39,878
shares
|
$3.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
39,821
shares
|
$3.75 Million
3.17% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
39,700
shares
|
$3.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
39,648
shares
|
$3.74 Million
0.62% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
39,619
shares
|
$3.73 Million
1.67% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
39,301
shares
|
$3.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
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%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
39,141
shares
|
$3.69 Million
1.02% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
38,941
shares
|
$3.67 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
38,914
shares
|
$3.67 Million
8.37% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
38,676
shares
|
$3.65 Million
0.22% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
38,528
shares
|
$3.63 Million
0.51% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
38,422
shares
|
$3.62 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.01%
|