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 1,449 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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
35,476
shares
|
$3.33 Million
0.0% of portfolio
|
Q1 2025
Added 366.3%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
34,972
shares
|
$3.28 Million
2.79% of portfolio
|
Q3 2024
Added 143.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
34,906
shares
|
$3.27 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
34,429
shares
|
$3.23 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
34,410
shares
|
$3.23 Million
2.08% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
34,375
shares
|
$3.22 Million
0.08% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
34,361
shares
|
$3.22 Million
0.12% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
33,983
shares
|
$3.19 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
33,849
shares
|
$3.18 Million
0.72% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
33,810
shares
|
$3.17 Million
0.46% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
33,698
shares
|
$3.16 Million
2.6% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
33,688
shares
|
$3.16 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
33,639
shares
|
$3.16 Million
0.63% of portfolio
|
Q1 2025
Reduced 55.27%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
33,600
shares
|
$3.15 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
33,351
shares
|
$3.13 Million
3.14% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
33,110
shares
|
$3.11 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
32,829
shares
|
$3.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
32,754
shares
|
$3.07 Million
0.13% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
32,400
shares
|
$3.04 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,394
shares
|
$3.04 Million
1.6% of portfolio
|
Q4 2023
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
32,349
shares
|
$3.03 Million
0.43% of portfolio
|
Q3 2023
Reduced 1.5%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
31,545
shares
|
$2.96 Million
0.26% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
31,425
shares
|
$2.95 Million
1.96% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
31,352
shares
|
$2.94 Million
0.12% of portfolio
|
Q1 2025
Reduced 57.61%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
31,321
shares
|
$2.94 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.31%
|