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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
2,725
shares
|
$255,605
0.04% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
2,712
shares
|
$254,385
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,700
shares
|
$253,260
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
2,700
shares
|
$253,260
0.01% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
2,700
shares
|
$253,260
0.05% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
2,696
shares
|
$252,884
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
2,695
shares
|
$252,791
0.06% of portfolio
|
Q2 2025
Reduced 96.93%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
2,695
shares
|
$252,791
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,693
shares
|
$252,603
0.04% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
2,691
shares
|
$252,415
0.03% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
2,690
shares
|
$252,322
0.02% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
2,652
shares
|
$248,757
0.08% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,639
shares
|
$247,538
0.05% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,620
shares
|
$245,756
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
2,618
shares
|
$245,568
0.06% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,611
shares
|
$244,911
0.1% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
2,604
shares
|
$244,255
0.21% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,595
shares
|
$243,411
0.04% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,593
shares
|
$243,223
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
2,585
shares
|
$242,473
0.06% of portfolio
|
Q2 2025
Reduced 71.65%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,574
shares
|
$241,441
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2,572
shares
|
$241,253
0.22% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
2,569
shares
|
$240,972
0.03% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
2,566
shares
|
$240,690
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
2,564
shares
|
$240,503
0.03% of portfolio
|
Q1 2025
Reduced 31.33%
|