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 1,460 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
349
shares
|
$32,854
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
340
shares
|
$32,007
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
340
shares
|
$32,007
0.01% of portfolio
|
Q2 2025
Reduced 48.64%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
340
shares
|
$32,007
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
340
shares
|
$32,007
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
338
shares
|
$31,819
0.0% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
334
shares
|
$31,442
0.02% of portfolio
|
Q1 2025
Added 35.22%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
331
shares
|
$31,160
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
327
shares
|
$30,783
0.03% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
325
shares
|
$30,595
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
315
shares
|
$29,654
0.01% of portfolio
|
Q3 2024
Reduced 66.7%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
310
shares
|
$29,183
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
306
shares
|
$28,806
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
304
shares
|
$28,618
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
303
shares
|
$28,524
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
303
shares
|
$28,524
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
298
shares
|
$28,053
0.0% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
293
shares
|
$27,583
0.0% of portfolio
|
Q2 2025
Reduced 32.02%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
290
shares
|
$27,300
0.01% of portfolio
|
Q1 2024
Reduced 76.25%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
274
shares
|
$25,794
0.0% of portfolio
|
Q4 2023
Reduced 81.08%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
265
shares
|
$24,947
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
258
shares
|
$24,288
0.01% of portfolio
|
Q2 2025
Reduced 97.99%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
258
shares
|
$24,288
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
250
shares
|
$23,535
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
243
shares
|
$22,876
0.0% of portfolio
|
Q2 2025
New holding
|