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 |
|---|---|---|---|---|---|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
2,908
shares
|
$273,759
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
2,898
shares
|
$272,817
0.01% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
2,890
shares
|
$272,064
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,888
shares
|
$271,876
0.1% of portfolio
|
Q2 2025
Reduced 29.04%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
2,884
shares
|
$271,499
0.02% of portfolio
|
Q2 2025
Reduced 19.64%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,882
shares
|
$271,311
0.02% of portfolio
|
Q2 2025
Reduced 20.21%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
2,875
shares
|
$270,652
0.0% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,870
shares
|
$270,181
0.01% of portfolio
|
Q1 2025
Reduced 24.07%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,864
shares
|
$269,616
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
2,852
shares
|
$268,487
0.09% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
2,843
shares
|
$267,640
0.03% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Aug 12, 2025 Q2 2025 |
2,823
shares
|
$265,757
0.18% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
2,819
shares
|
$265,380
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
2,809
shares
|
$264,439
0.03% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
2,809
shares
|
$264,439
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
2,800
shares
|
$263,592
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,796
shares
|
$263,215
0.07% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,786
shares
|
$262,274
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,786
shares
|
$262,274
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,779
shares
|
$261,615
0.18% of portfolio
|
Q4 2024
Reduced 88.44%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
2,768
shares
|
$260,579
0.11% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
2,767
shares
|
$260,485
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
2,765
shares
|
$260,297
0.21% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
2,763
shares
|
$260,108
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
2,751
shares
|
$258,979
0.14% of portfolio
|
Q2 2025
Reduced 5.72%
|