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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
3,858
shares
|
$362,073
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,857
shares
|
$361,979
0.17% of portfolio
|
Q2 2023
Added 12.06%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
3,850
shares
|
$361,322
0.01% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,848
shares
|
$361,134
0.01% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
3,847
shares
|
$361,040
0.16% of portfolio
|
Q4 2022
Added 13.01%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
3,844
shares
|
$360,759
0.01% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
3,840
shares
|
$360,384
0.09% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
3,836
shares
|
$360,008
0.14% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,813
shares
|
$357,850
0.08% of portfolio
|
Q1 2025
Reduced 24.06%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
3,810
shares
|
$357,568
0.08% of portfolio
|
Q1 2025
Added 43.77%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,796
shares
|
$356,254
0.07% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,787
shares
|
$355,409
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
3,787
shares
|
$355,409
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
3,775
shares
|
$354,283
0.2% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
3,774
shares
|
$354,189
0.28% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
3,754
shares
|
$352,312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
3,742
shares
|
$351,186
0.1% of portfolio
|
Q2 2025
Reduced 52.05%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
3,742
shares
|
$351,186
0.11% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
3,709
shares
|
$348,089
0.09% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
3,700
shares
|
$347,245
0.37% of portfolio
|
Q3 2023
Reduced 9.76%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,694
shares
|
$346,681
0.1% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
3,684
shares
|
$345,743
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,662
shares
|
$343,678
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,650
shares
|
$342,552
0.28% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
3,632
shares
|
$340,863
0.07% of portfolio
|
Q2 2025
Reduced 5.22%
|