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 1,460 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
9,195
shares
|
$865,617
0.37% of portfolio
|
Q1 2023
Reduced 35.11%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
9,169
shares
|
$863,169
0.34% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
9,116
shares
|
$858,180
0.01% of portfolio
|
Q2 2025
Added 45.9%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
9,018
shares
|
$848,954
0.7% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
8,982
shares
|
$845,565
0.31% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
8,945
shares
|
$842,082
0.45% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
8,938
shares
|
$841,423
0.46% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,920
shares
|
$839,728
0.16% of portfolio
|
N/A
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
8,839
shares
|
$832,103
0.31% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
8,744
shares
|
$823,160
0.43% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
8,694
shares
|
$818,453
0.07% of portfolio
|
Q3 2024
Reduced 44.95%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
8,639
shares
|
$813,275
0.25% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
8,633
shares
|
$812,710
0.66% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
8,626
shares
|
$812,051
0.11% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,625
shares
|
$811,957
0.24% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
8,579
shares
|
$807,627
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
8,501
shares
|
$800,284
0.03% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
8,493
shares
|
$799,531
0.15% of portfolio
|
Q2 2025
Added 122.74%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
8,474
shares
|
$797,742
0.73% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
8,424
shares
|
$793,035
0.44% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
8,417
shares
|
$792,376
0.24% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
8,412
shares
|
$791,905
0.49% of portfolio
|
Q2 2025
Added 34.92%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
8,407
shares
|
$791,434
0.31% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
8,405
shares
|
$791,246
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
8,392
shares
|
$790,022
0.37% of portfolio
|
Q2 2025
Reduced 0.62%
|