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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
38,390
shares
|
$3.62 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
38,246
shares
|
$3.61 Million
1.49% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
38,154
shares
|
$3.6 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
38,029
shares
|
$3.58 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
37,793
shares
|
$3.56 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
37,641
shares
|
$3.55 Million
1.58% of portfolio
|
Q1 2025
Added 111.57%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
37,628
shares
|
$3.55 Million
1.54% of portfolio
|
Q1 2025
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
37,454
shares
|
$3.53 Million
2.49% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
37,394
shares
|
$3.53 Million
0.74% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
37,338
shares
|
$3.52 Million
0.24% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
37,177
shares
|
$3.5 Million
2.38% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
37,073
shares
|
$3.49 Million
2.08% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
37,035
shares
|
$3.49 Million
2.51% of portfolio
|
Q1 2025
Added 121.91%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
36,894
shares
|
$3.48 Million
0.1% of portfolio
|
Q1 2025
Added 22.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
36,834
shares
|
$3.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
36,712
shares
|
$3.46 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
36,710
shares
|
$3.46 Million
0.06% of portfolio
|
Q2 2025
Added 71.25%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
36,469
shares
|
$3.44 Million
2.2% of portfolio
|
Q3 2023
Added 3.22%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
36,267
shares
|
$3.42 Million
1.42% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
36,194
shares
|
$3.41 Million
0.07% of portfolio
|
Q1 2024
Added 704.67%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
36,192
shares
|
$3.41 Million
0.48% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
36,006
shares
|
$3.39 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
35,735
shares
|
$3.37 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
35,590
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Added 2822.0%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
35,522
shares
|
$3.35 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.36%
|