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 |
|---|---|---|---|---|---|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
3,308
shares
|
$310,290
0.03% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
3,302
shares
|
$309,727
0.23% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
3,284
shares
|
$308,039
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
3,278
shares
|
$307,476
0.14% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,278
shares
|
$307,476
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
3,258
shares
|
$305,600
0.12% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
3,242
shares
|
$304,099
0.1% of portfolio
|
Q1 2025
Reduced 72.21%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
3,239
shares
|
$303,818
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
3,235
shares
|
$303,443
0.28% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
3,213
shares
|
$301,379
0.12% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
3,208
shares
|
$300,910
0.26% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
3,172
shares
|
$297,533
0.16% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,170
shares
|
$297,346
0.07% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
3,163
shares
|
$296,689
0.07% of portfolio
|
Q1 2023
Reduced 22.91%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,150
shares
|
$295,470
0.25% of portfolio
|
Q2 2025
Added 24.06%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
3,144
shares
|
$294,907
0.07% of portfolio
|
Q1 2025
Added 26.16%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
3,138
shares
|
$294,344
0.24% of portfolio
|
Q2 2025
Reduced 47.93%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
3,133
shares
|
$293,875
0.08% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
3,127
shares
|
$293,312
0.26% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
3,119
shares
|
$292,562
0.02% of portfolio
|
Q2 2025
Added 36.56%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
3,118
shares
|
$292,468
0.04% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,117
shares
|
$292,374
0.03% of portfolio
|
Q3 2023
Reduced 2.04%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
3,098
shares
|
$290,592
0.01% of portfolio
|
Q1 2025
Reduced 33.38%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
3,096
shares
|
$290,404
0.23% of portfolio
|
Q1 2025
Reduced 16.32%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,069
shares
|
$287,872
0.01% of portfolio
|
Q1 2025
Reduced 21.81%
|