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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
28,143
shares
|
$2.64 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
27,911
shares
|
$2.62 Million
0.32% of portfolio
|
Q2 2025
Reduced 87.91%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
27,767
shares
|
$2.6 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
27,600
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
27,579
shares
|
$2.59 Million
0.56% of portfolio
|
Q2 2022
Reduced 4.68%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
26,770
shares
|
$2.51 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
26,501
shares
|
$2.49 Million
0.44% of portfolio
|
Q2 2025
Added 266.8%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
26,482
shares
|
$2.48 Million
2.82% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
26,407
shares
|
$2.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
26,377
shares
|
$2.47 Million
1.08% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
26,203
shares
|
$2.46 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
26,119
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.24%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
26,000
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 766.67%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
25,907
shares
|
$2.43 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
25,831
shares
|
$2.42 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
25,665
shares
|
$2.41 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
25,395
shares
|
$2.38 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,306
shares
|
$2.37 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
25,295
shares
|
$2.37 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
25,039
shares
|
$2.35 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
25,011
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2024
Added 73.55%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
24,955
shares
|
$2.34 Million
1.46% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
24,897
shares
|
$2.34 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
24,848
shares
|
$2.33 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
24,670
shares
|
$2.31 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.2%
|