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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
340
shares
|
$31,908
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
334
shares
|
$31,345
0.02% of portfolio
|
Q1 2025
Added 35.22%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
331
shares
|
$31,064
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
327
shares
|
$30,688
0.03% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
327
shares
|
$30,688
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
325
shares
|
$30,501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
315
shares
|
$29,562
0.01% of portfolio
|
Q3 2024
Reduced 66.7%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
312
shares
|
$29,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
310
shares
|
$29,093
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
307
shares
|
$28,811
0.01% of portfolio
|
Q1 2025
Reduced 95.18%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
306
shares
|
$28,718
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
304
shares
|
$28,530
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
303
shares
|
$28,436
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
303
shares
|
$28,436
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
290
shares
|
$27,216
0.01% of portfolio
|
Q1 2024
Reduced 76.25%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
274
shares
|
$25,714
0.0% of portfolio
|
Q4 2023
Reduced 81.08%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
273
shares
|
$25,621
0.01% of portfolio
|
Q1 2025
Added 82.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
265
shares
|
$24,870
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
258
shares
|
$24,213
0.01% of portfolio
|
Q2 2025
Reduced 97.99%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
258
shares
|
$24,213
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
250
shares
|
$23,462
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
243
shares
|
$22,805
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
228
shares
|
$21,397
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
225
shares
|
$21,116
0.0% of portfolio
|
Q1 2024
Reduced 21.88%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
224
shares
|
$21,022
0.01% of portfolio
|
Q2 2024
Reduced 28.66%
|