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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
450
shares
|
$42,232
0.03% of portfolio
|
Q1 2025
Added 2400.0%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
439
shares
|
$41,200
0.05% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
438
shares
|
$41,106
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
434
shares
|
$40,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
431
shares
|
$40,449
0.01% of portfolio
|
Q1 2025
Added 762.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
430
shares
|
$40,355
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
425
shares
|
$39,886
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
423
shares
|
$39,698
0.0% of portfolio
|
Q3 2024
Added 116.92%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
420
shares
|
$39,417
0.01% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
400
shares
|
$37,540
0.01% of portfolio
|
Q2 2023
Reduced 17.7%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
394
shares
|
$36,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
388
shares
|
$36,413
0.01% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
386
shares
|
$36,226
0.01% of portfolio
|
Q1 2025
Added 77.88%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
383
shares
|
$35,944
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
373
shares
|
$35,006
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
364
shares
|
$34,161
0.0% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
362
shares
|
$33,973
0.04% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
357
shares
|
$33,504
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
351
shares
|
$32,941
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
349
shares
|
$32,753
0.0% of portfolio
|
Q1 2025
Reduced 38.23%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
349
shares
|
$32,753
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
340
shares
|
$31,908
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
340
shares
|
$31,908
0.01% of portfolio
|
Q2 2025
Reduced 48.64%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
340
shares
|
$31,908
0.01% of portfolio
|
Q4 2024
New holding
|