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 |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,064
shares
|
$287,403
0.08% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,058
shares
|
$286,840
0.03% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Fluent Financial, LLC
|
Apr 10, 2025 Q1 2025 |
3,051
shares
|
$286,183
0.14% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
3,048
shares
|
$285,902
0.04% of portfolio
|
Q4 2024
Reduced 53.91%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
3,048
shares
|
$285,902
0.03% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,038
shares
|
$284,964
0.07% of portfolio
|
Q1 2023
Reduced 19.48%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,028
shares
|
$284,026
0.02% of portfolio
|
Q2 2025
Added 23.09%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
3,020
shares
|
$283,276
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,015
shares
|
$282,807
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
3,013
shares
|
$282,619
0.18% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$281,400
0.03% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
2,971
shares
|
$278,679
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
2,970
shares
|
$278,586
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
2,966
shares
|
$278,210
0.15% of portfolio
|
Q4 2023
Reduced 6.29%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
2,965
shares
|
$278,117
0.01% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
2,960
shares
|
$277,648
0.2% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
2,944
shares
|
$276,147
0.12% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,938
shares
|
$275,584
0.06% of portfolio
|
Q2 2025
Reduced 51.25%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,930
shares
|
$274,834
0.21% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
2,928
shares
|
$274,646
0.21% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
2,923
shares
|
$274,177
0.02% of portfolio
|
Q2 2025
Reduced 43.7%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,918
shares
|
$273,708
0.17% of portfolio
|
Q1 2025
Reduced 13.1%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
2,908
shares
|
$272,770
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
2,898
shares
|
$271,832
0.01% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
2,890
shares
|
$271,082
0.09% of portfolio
|
Q1 2025
New holding
|