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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,432
shares
|
$229,264
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
2,432
shares
|
$229,264
0.18% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
2,430
shares
|
$229,076
0.11% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
2,429
shares
|
$228,981
0.2% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,423
shares
|
$228,416
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
2,407
shares
|
$226,907
0.01% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
2,404
shares
|
$226,625
0.22% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
2,399
shares
|
$226,153
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
2,388
shares
|
$225,116
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,381
shares
|
$224,456
0.03% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
2,372
shares
|
$223,608
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,372
shares
|
$223,608
0.09% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
2,371
shares
|
$223,514
0.16% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,362
shares
|
$222,665
0.0% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,355
shares
|
$222,005
0.12% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,351
shares
|
$221,628
0.09% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
2,347
shares
|
$221,251
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
2,347
shares
|
$221,251
0.18% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
2,337
shares
|
$220,308
0.21% of portfolio
|
Q1 2025
Reduced 24.78%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
2,310
shares
|
$217,763
0.02% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
2,301
shares
|
$216,915
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
2,297
shares
|
$216,538
0.05% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
2,282
shares
|
$215,124
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
2,280
shares
|
$214,935
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,278
shares
|
$214,747
0.03% of portfolio
|
Q1 2025
Reduced 0.48%
|