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 |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
133
shares
|
$12,520
0.03% of portfolio
|
Q2 2022
Reduced 99.42%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
132
shares
|
$12,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
131
shares
|
$12,332
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
130
shares
|
$12,238
0.0% of portfolio
|
Q1 2025
Added 60.49%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
111
shares
|
$10,449
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
109
shares
|
$10,261
0.01% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
104
shares
|
$9,790
0.01% of portfolio
|
Q2 2022
Reduced 97.44%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
104
shares
|
$9,790
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
94
shares
|
$8,849
0.0% of portfolio
|
Q2 2024
Reduced 97.19%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
87
shares
|
$8,190
0.0% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
83
shares
|
$7,813
0.0% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
81
shares
|
$7,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
81
shares
|
$7,625
0.0% of portfolio
|
Q2 2024
Added 88.37%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
76
shares
|
$7,154
0.0% of portfolio
|
Q3 2020
Reduced 26.92%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
74
shares
|
$6,966
0.0% of portfolio
|
Q2 2025
Added 148.65%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
71
shares
|
$6,683
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
69
shares
|
$6,495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
68
shares
|
$6,401
0.0% of portfolio
|
Q2 2024
Reduced 49.63%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
66
shares
|
$6,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
63
shares
|
$5,930
0.0% of portfolio
|
Q3 2024
Reduced 28.41%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
62
shares
|
$5,836
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
56
shares
|
$5,271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
51
shares
|
$4,801
0.0% of portfolio
|
Q2 2025
Reduced 98.94%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
51
shares
|
$4,801
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
45
shares
|
$4,236
0.0% of portfolio
|
Q3 2024
New holding
|