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 |
|---|---|---|---|---|---|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
7,377
shares
|
$694,470
0.01% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
7,362
shares
|
$693,058
0.56% of portfolio
|
Q4 2022
Reduced 16.88%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
7,330
shares
|
$690,046
0.39% of portfolio
|
Q1 2025
Reduced 42.28%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
7,301
shares
|
$687,316
0.24% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
7,300
shares
|
$687,222
0.22% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
7,291
shares
|
$686,374
0.11% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
7,285
shares
|
$685,809
0.05% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
7,256
shares
|
$683,079
0.0% of portfolio
|
Q2 2025
Reduced 20.26%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
7,226
shares
|
$680,255
0.23% of portfolio
|
Q2 2025
Added 56.2%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
7,214
shares
|
$679,125
0.28% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
7,157
shares
|
$673,759
0.06% of portfolio
|
Q3 2023
Reduced 17.45%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
7,141
shares
|
$672,253
0.3% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
7,092
shares
|
$667,640
0.22% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
7,006
shares
|
$659,544
0.14% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,000
shares
|
$658,980
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
6,996
shares
|
$658,603
0.33% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
6,950
shares
|
$654,273
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
6,934
shares
|
$652,766
0.55% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,919
shares
|
$651,354
0.01% of portfolio
|
Q2 2024
Reduced 24.88%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
6,911
shares
|
$650,601
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
6,902
shares
|
$649,754
0.3% of portfolio
|
Q2 2025
Reduced 35.57%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,890
shares
|
$648,624
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
6,827
shares
|
$642,693
0.29% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,819
shares
|
$641,940
0.15% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,815
shares
|
$641,564
0.05% of portfolio
|
Q1 2025
Added 142.1%
|