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 |
|---|---|---|---|---|---|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
17,437
shares
|
$1.64 Million
0.41% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
17,359
shares
|
$1.63 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
17,259
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Added 121.3%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
17,162
shares
|
$1.61 Million
1.41% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
17,127
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
17,047
shares
|
$1.6 Million
0.78% of portfolio
|
Q1 2025
Reduced 47.31%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
17,043
shares
|
$1.6 Million
0.61% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
16,982
shares
|
$1.59 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
16,968
shares
|
$1.59 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
16,950
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
16,938
shares
|
$1.59 Million
0.94% of portfolio
|
Q2 2025
Added 32.43%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
16,889
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
16,833
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.46%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
16,774
shares
|
$1.57 Million
0.08% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
16,624
shares
|
$1.56 Million
0.33% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
16,621
shares
|
$1.56 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
16,497
shares
|
$1.55 Million
0.18% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
16,497
shares
|
$1.55 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
16,437
shares
|
$1.54 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
16,410
shares
|
$1.54 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
16,391
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.37%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
16,273
shares
|
$1.53 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
16,152
shares
|
$1.52 Million
0.42% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
16,047
shares
|
$1.51 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
16,024
shares
|
$1.5 Million
1.8% of portfolio
|
Q1 2025
New holding
|