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 1,453 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 |
|---|---|---|---|---|---|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
220
shares
|
$20,647
0.01% of portfolio
|
Q4 2023
Reduced 93.28%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
216
shares
|
$20,271
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
213
shares
|
$19,990
0.0% of portfolio
|
Q1 2025
Reduced 29.24%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
203
shares
|
$19,051
0.0% of portfolio
|
Q1 2025
Added 33.55%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
188
shares
|
$17,643
0.0% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
184
shares
|
$17,268
0.01% of portfolio
|
Q1 2023
Reduced 89.97%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
184
shares
|
$17,268
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
180
shares
|
$16,893
0.0% of portfolio
|
Q2 2025
Reduced 56.1%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
180
shares
|
$16,893
0.0% of portfolio
|
Q1 2025
Reduced 66.91%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
173
shares
|
$16,236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
172
shares
|
$16,142
0.0% of portfolio
|
Q2 2023
Reduced 3.59%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
171
shares
|
$16,048
0.0% of portfolio
|
Q4 2023
Reduced 36.9%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
170
shares
|
$15,954
0.01% of portfolio
|
Q4 2024
Reduced 79.04%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
166
shares
|
$15,579
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
163
shares
|
$15,297
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
161
shares
|
$15,109
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
161
shares
|
$15,109
0.01% of portfolio
|
Q2 2025
Added 323.68%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
155
shares
|
$14,546
0.0% of portfolio
|
Q1 2025
Reduced 35.15%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
153
shares
|
$14,359
0.01% of portfolio
|
Q1 2025
Reduced 79.07%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
145
shares
|
$13,608
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
143
shares
|
$13,420
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
137
shares
|
$12,857
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
136
shares
|
$12,763
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
133
shares
|
$12,482
0.03% of portfolio
|
Q2 2022
Reduced 99.42%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
132
shares
|
$12,388
0.0% of portfolio
|
Q2 2025
New holding
|