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 |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,888
shares
|
$270,894
0.1% of portfolio
|
Q2 2025
Reduced 29.04%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,882
shares
|
$270,331
0.02% of portfolio
|
Q2 2025
Reduced 20.21%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
2,878
shares
|
$269,956
0.0% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
2,875
shares
|
$269,675
0.0% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
2,870
shares
|
$269,206
0.01% of portfolio
|
Q1 2025
Reduced 24.07%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,864
shares
|
$268,643
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
2,857
shares
|
$267,986
0.15% of portfolio
|
Q1 2025
Added 21.89%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
2,852
shares
|
$267,517
0.09% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,850
shares
|
$267,330
0.01% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
2,843
shares
|
$266,673
0.03% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,816
shares
|
$264,140
0.07% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
2,809
shares
|
$263,484
0.03% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
2,805
shares
|
$263,109
0.0% of portfolio
|
Q1 2025
Reduced 22.0%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
2,800
shares
|
$262,640
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,796
shares
|
$262,264
0.07% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,786
shares
|
$261,326
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,779
shares
|
$260,670
0.18% of portfolio
|
Q4 2024
Reduced 88.44%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
2,767
shares
|
$259,544
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
2,765
shares
|
$259,357
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
2,765
shares
|
$259,357
0.24% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
2,751
shares
|
$258,043
0.16% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,749
shares
|
$257,856
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
2,735
shares
|
$256,543
0.13% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
2,730
shares
|
$256,074
0.2% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
2,727
shares
|
$255,792
0.12% of portfolio
|
Q1 2024
Reduced 12.76%
|