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 |
|---|---|---|---|---|---|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
2,262
shares
|
$212,175
0.19% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
2,259
shares
|
$211,894
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
2,247
shares
|
$210,768
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
2,241
shares
|
$210,205
0.06% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
2,240
shares
|
$210,112
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,222
shares
|
$208,423
0.02% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,203
shares
|
$206,641
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
2,198
shares
|
$206,172
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,194
shares
|
$205,797
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,189
shares
|
$205,328
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,188
shares
|
$205,234
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
2,187
shares
|
$205,140
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,184
shares
|
$204,859
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,180
shares
|
$204,484
0.03% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
2,177
shares
|
$204,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,173
shares
|
$203,827
0.02% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,172
shares
|
$203,733
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
2,166
shares
|
$203,170
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
2,158
shares
|
$202,420
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
2,155
shares
|
$202,139
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,134
shares
|
$200,169
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,983
shares
|
$186,005
0.02% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,920
shares
|
$180,096
0.12% of portfolio
|
Q1 2025
Added 353.9%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,913
shares
|
$179,439
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
1,912
shares
|
$179,345
0.14% of portfolio
|
Q1 2025
New holding
|