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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
21,271
shares
|
$2 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,251
shares
|
$1.99 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
21,099
shares
|
$1.98 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
21,047
shares
|
$1.98 Million
0.76% of portfolio
|
Q1 2025
Added 462.75%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
21,012
shares
|
$1.97 Million
0.86% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
20,954
shares
|
$1.97 Million
0.23% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
20,897
shares
|
$1.96 Million
0.28% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
20,844
shares
|
$1.96 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
20,785
shares
|
$1.95 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
20,574
shares
|
$1.93 Million
0.16% of portfolio
|
Q1 2025
Added 171.1%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
20,550
shares
|
$1.93 Million
0.19% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
20,466
shares
|
$1.92 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
20,280
shares
|
$1.9 Million
0.03% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
20,261
shares
|
$1.9 Million
0.2% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
20,210
shares
|
$1.9 Million
1.08% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
20,198
shares
|
$1.9 Million
0.56% of portfolio
|
Q1 2025
Added 84.84%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
20,195
shares
|
$1.9 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
20,107
shares
|
$1.89 Million
0.14% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
20,092
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
20,083
shares
|
$1.88 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
19,865
shares
|
$1.86 Million
1.33% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
19,667
shares
|
$1.85 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
19,626
shares
|
$1.84 Million
0.99% of portfolio
|
Q1 2025
Reduced 18.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
19,405
shares
|
$1.82 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
19,400
shares
|
$1.82 Million
0.23% of portfolio
|
Q2 2022
New holding
|