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 |
|---|---|---|---|---|---|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
3,347
shares
|
$315,086
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
3,346
shares
|
$314,992
1.0% of portfolio
|
Q1 2025
Added 316.69%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
3,345
shares
|
$314,898
0.07% of portfolio
|
Q2 2025
Reduced 34.64%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
3,321
shares
|
$312,638
0.19% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
3,302
shares
|
$310,850
0.23% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
3,284
shares
|
$309,155
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
3,278
shares
|
$308,590
0.14% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,278
shares
|
$308,590
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
3,239
shares
|
$304,919
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
3,225
shares
|
$303,601
0.22% of portfolio
|
Q2 2025
Reduced 49.09%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
3,213
shares
|
$302,471
0.12% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
3,213
shares
|
$302,471
0.01% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
3,208
shares
|
$302,001
0.26% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
3,163
shares
|
$297,764
0.07% of portfolio
|
Q1 2023
Reduced 22.91%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
3,163
shares
|
$297,764
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,150
shares
|
$296,541
0.25% of portfolio
|
Q2 2025
Added 24.06%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
3,148
shares
|
$296,352
0.01% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
3,148
shares
|
$296,352
0.11% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
3,146
shares
|
$296,164
0.24% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
3,138
shares
|
$295,411
0.24% of portfolio
|
Q2 2025
Reduced 47.93%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
3,127
shares
|
$294,375
0.26% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
3,123
shares
|
$293,999
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
3,119
shares
|
$293,622
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
|
$293,528
0.04% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,117
shares
|
$293,434
0.03% of portfolio
|
Q3 2023
Reduced 2.04%
|