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 1,451 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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,197
shares
|
$112,338
0.08% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,191
shares
|
$111,775
0.04% of portfolio
|
Q1 2025
Added 24.84%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,158
shares
|
$108,678
0.0% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,143
shares
|
$107,270
0.05% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,141
shares
|
$107,082
0.01% of portfolio
|
Q3 2020
Reduced 78.71%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
1,082
shares
|
$101,545
0.01% of portfolio
|
Q1 2025
Added 27.29%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,072
shares
|
$100,607
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,069
shares
|
$100,325
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,024
shares
|
$96,102
0.04% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,014
shares
|
$95,163
0.03% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
1,013
shares
|
$95,070
0.02% of portfolio
|
Q4 2024
Added 64.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
956
shares
|
$89,720
0.03% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
949
shares
|
$89,063
0.05% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
935
shares
|
$87,749
0.03% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
895
shares
|
$83,995
0.0% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
865
shares
|
$81,180
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
849
shares
|
$79,678
0.04% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
835
shares
|
$78,364
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
834
shares
|
$78,270
0.02% of portfolio
|
Q4 2023
Added 701.92%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
821
shares
|
$77,050
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
820
shares
|
$76,957
0.08% of portfolio
|
Q1 2025
Reduced 65.43%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
818
shares
|
$76,769
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
797
shares
|
$74,798
0.01% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
767
shares
|
$71,982
0.01% of portfolio
|
Q4 2024
Reduced 50.58%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
766
shares
|
$71,889
0.01% of portfolio
|
Q1 2025
Added 2.27%
|