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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
760
shares
|
$71,326
0.01% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
740
shares
|
$69,449
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
736
shares
|
$69,073
0.02% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
727
shares
|
$68,228
0.0% of portfolio
|
Q1 2025
Reduced 46.7%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
724
shares
|
$67,947
0.0% of portfolio
|
Q1 2025
Reduced 38.95%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
701
shares
|
$65,788
0.01% of portfolio
|
Q1 2025
Reduced 71.26%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
701
shares
|
$65,788
0.01% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
700
shares
|
$65,695
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
695
shares
|
$65,225
0.01% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
688
shares
|
$64,568
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
682
shares
|
$64,005
0.02% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
680
shares
|
$63,817
0.02% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
639
shares
|
$59,970
0.0% of portfolio
|
Q4 2024
Reduced 72.87%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
630
shares
|
$59,125
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
626
shares
|
$58,750
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
615
shares
|
$57,717
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
600
shares
|
$56,310
0.01% of portfolio
|
Q1 2022
Reduced 22.08%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
535
shares
|
$50,209
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
529
shares
|
$49,646
0.02% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
516
shares
|
$48,426
0.15% of portfolio
|
Q1 2025
Added 193.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
508
shares
|
$47,675
0.0% of portfolio
|
Q1 2025
Added 23.6%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
486
shares
|
$45,611
0.02% of portfolio
|
Q1 2025
Reduced 26.14%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
471
shares
|
$44,203
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
466
shares
|
$43,734
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
450
shares
|
$42,232
0.0% of portfolio
|
Q4 2023
Reduced 31.82%
|