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 1,446 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 $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
2,564
shares
|
$241,708
0.16% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
2,564
shares
|
$241,708
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
2,538
shares
|
$239,257
0.12% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,534
shares
|
$238,880
0.02% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
2,530
shares
|
$238,503
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,529
shares
|
$238,408
0.02% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
2,528
shares
|
$238,314
0.1% of portfolio
|
Q2 2025
Added 65.45%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
2,524
shares
|
$237,937
0.05% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
2,522
shares
|
$237,748
0.01% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,522
shares
|
$237,748
0.03% of portfolio
|
Q1 2025
Added 70.18%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,506
shares
|
$236,240
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
2,506
shares
|
$236,240
0.12% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
2,505
shares
|
$236,146
0.03% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
2,500
shares
|
$235,675
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,498
shares
|
$235,486
0.03% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
2,496
shares
|
$235,297
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
2,494
shares
|
$235,109
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
2,472
shares
|
$233,035
0.02% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
2,469
shares
|
$232,752
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
2,468
shares
|
$232,658
0.18% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
2,454
shares
|
$231,338
0.04% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
2,452
shares
|
$231,150
0.16% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
2,447
shares
|
$230,678
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
2,442
shares
|
$230,207
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
2,437
shares
|
$229,735
0.16% of portfolio
|
Q1 2025
Reduced 1.61%
|