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 |
|---|---|---|---|---|---|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
31,318
shares
|
$2.94 Million
0.77% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
31,303
shares
|
$2.94 Million
2.54% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
31,258
shares
|
$2.93 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
30,944
shares
|
$2.9 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
30,854
shares
|
$2.89 Million
0.28% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
30,854
shares
|
$2.89 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
30,665
shares
|
$2.88 Million
0.33% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
30,641
shares
|
$2.87 Million
0.36% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30,352
shares
|
$2.85 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
30,325
shares
|
$2.84 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
30,240
shares
|
$2.84 Million
0.32% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
29,855
shares
|
$2.8 Million
0.12% of portfolio
|
Q2 2025
Added 65.26%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
29,740
shares
|
$2.79 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
29,687
shares
|
$2.78 Million
0.15% of portfolio
|
Q2 2025
Reduced 57.4%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
29,565
shares
|
$2.77 Million
3.49% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
29,536
shares
|
$2.77 Million
0.1% of portfolio
|
Q1 2025
Added 34.04%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
29,532
shares
|
$2.77 Million
0.02% of portfolio
|
Q1 2025
Added 63.19%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
29,461
shares
|
$2.76 Million
0.19% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
29,405
shares
|
$2.76 Million
0.66% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
29,150
shares
|
$2.73 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
29,100
shares
|
$2.73 Million
2.46% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
29,011
shares
|
$2.72 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
29,005
shares
|
$2.72 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
29,002
shares
|
$2.72 Million
0.04% of portfolio
|
Q1 2025
Added 288.61%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
28,248
shares
|
$2.65 Million
0.02% of portfolio
|
Q1 2025
Added 54.55%
|