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 |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
1,466,061
shares
|
$138 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,429,212
shares
|
$135 Million
0.32% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
1,395,133
shares
|
$132 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,299,607
shares
|
$123 Million
0.41% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,231,629
shares
|
$116 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,224,229
shares
|
$115 Million
1.13% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,215,500
shares
|
$115 Million
0.19% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
1,194,432
shares
|
$113 Million
1.86% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,152,638
shares
|
$109 Million
2.13% of portfolio
|
Q3 2022
Added 40.56%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
1,107,650
shares
|
$104 Million
20.52% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
1,025,287
shares
|
$96.7 Million
2.97% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
995,737
shares
|
$93.9 Million
2.98% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
982,584
shares
|
$92.6 Million
1.52% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
913,087
shares
|
$86.1 Million
2.31% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
896,171
shares
|
$84.5 Million
0.19% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
887,948
shares
|
$83.7 Million
1.08% of portfolio
|
Q2 2023
Added 24.8%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
802,897
shares
|
$75.7 Million
0.19% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
796,075
shares
|
$75 Million
1.89% of portfolio
|
Q1 2025
Added 16.21%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
750,182
shares
|
$70.7 Million
2.7% of portfolio
|
Q2 2023
Reduced 27.04%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
731,763
shares
|
$69 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
731,634
shares
|
$69 Million
0.1% of portfolio
|
Q2 2025
Added 147.72%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
707,300
shares
|
$66.7 Million
2.7% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
690,846
shares
|
$65.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
658,501
shares
|
$62.1 Million
0.16% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
649,460
shares
|
$61.2 Million
0.56% of portfolio
|
Q1 2025
Added 2.72%
|