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 |
|---|---|---|---|---|---|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
3,631
shares
|
$340,769
0.31% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
3,625
shares
|
$340,206
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,618
shares
|
$339,549
0.09% of portfolio
|
Q2 2025
Added 58.06%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
3,589
shares
|
$336,827
0.04% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,589
shares
|
$336,827
0.02% of portfolio
|
Q1 2024
Reduced 14.06%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,574
shares
|
$335,419
0.03% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,568
shares
|
$334,856
0.11% of portfolio
|
Q3 2023
Reduced 63.36%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,555
shares
|
$333,636
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,539
shares
|
$332,135
0.08% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,529
shares
|
$331,196
0.02% of portfolio
|
Q4 2024
Added 70.24%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
3,520
shares
|
$330,352
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,507
shares
|
$329,131
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,499
shares
|
$328,381
0.01% of portfolio
|
Q1 2025
Added 130.65%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
3,474
shares
|
$326,034
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
3,445
shares
|
$323,313
0.06% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
3,442
shares
|
$323,031
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,433
shares
|
$322,187
0.14% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,430
shares
|
$321,905
0.04% of portfolio
|
Q1 2025
Added 102.72%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
3,400
shares
|
$319,090
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
3,385
shares
|
$317,682
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,382
shares
|
$317,400
0.05% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
3,371
shares
|
$316,368
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
3,346
shares
|
$314,022
1.0% of portfolio
|
Q1 2025
Added 316.69%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
3,345
shares
|
$313,928
0.07% of portfolio
|
Q2 2025
Reduced 34.64%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
3,321
shares
|
$311,675
0.19% of portfolio
|
Q2 2025
Reduced 0.9%
|