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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,852
shares
|
$173,717
0.03% of portfolio
|
Q1 2025
Reduced 43.38%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
1,848
shares
|
$173,342
0.07% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,844
shares
|
$172,967
0.01% of portfolio
|
Q3 2024
Added 1781.63%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,794
shares
|
$168,277
0.04% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,760
shares
|
$165,088
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,651
shares
|
$154,863
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,591
shares
|
$149,235
0.03% of portfolio
|
Q1 2025
Added 218.2%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,566
shares
|
$146,890
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
1,543
shares
|
$144,733
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,529
shares
|
$143,420
0.0% of portfolio
|
Q2 2024
Added 6.18%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,528
shares
|
$143,326
0.03% of portfolio
|
Q1 2025
Added 304.23%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
1,488
shares
|
$139,574
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,487
shares
|
$139,480
0.05% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,430
shares
|
$134,134
0.09% of portfolio
|
Q4 2023
Reduced 26.85%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
1,412
shares
|
$132,445
0.04% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,399
shares
|
$131,226
0.02% of portfolio
|
Q1 2025
Reduced 30.4%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,388
shares
|
$130,194
0.02% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,371
shares
|
$128,599
0.08% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
1,300
shares
|
$121,940
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,293
shares
|
$121,283
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,291
shares
|
$121,095
0.01% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,274
shares
|
$119,501
0.04% of portfolio
|
Q4 2024
Reduced 53.3%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,208
shares
|
$113,310
0.11% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,197
shares
|
$112,278
0.08% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,191
shares
|
$111,715
0.04% of portfolio
|
Q1 2025
Added 24.84%
|