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 1,485 institutions that hold shares in the stock, with a total of 198 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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
104
shares
|
$9,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
94
shares
|
$8,854
0.0% of portfolio
|
Q2 2024
Reduced 97.19%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
90
shares
|
$8,478
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
89
shares
|
$8,383
0.01% of portfolio
|
Q3 2025
Reduced 34.56%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
85
shares
|
$8,007
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
83
shares
|
$7,818
0.0% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
82
shares
|
$7,724
0.02% of portfolio
|
Q3 2025
Reduced 97.37%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
81
shares
|
$7,630
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
81
shares
|
$7,630
0.0% of portfolio
|
Q2 2024
Added 88.37%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
80
shares
|
$7,536
0.0% of portfolio
|
Q3 2025
Reduced 55.56%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
76
shares
|
$7,159
0.0% of portfolio
|
Q3 2020
Reduced 26.92%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
71
shares
|
$6,688
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
68
shares
|
$6,405
0.0% of portfolio
|
Q2 2024
Reduced 49.63%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
66
shares
|
$6,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
63
shares
|
$5,934
0.0% of portfolio
|
Q3 2024
Reduced 28.41%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
62
shares
|
$5,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
56
shares
|
$5,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
51
shares
|
$4,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
47
shares
|
$4,427
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
47
shares
|
$4,427
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
45
shares
|
$4,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
44
shares
|
$4,144
0.0% of portfolio
|
Q3 2024
Reduced 69.44%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
43
shares
|
$4,050
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
40
shares
|
$3,768
0.0% of portfolio
|
Q1 2025
Reduced 88.83%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
38
shares
|
$3,579
0.0% of portfolio
|
Q1 2024
Reduced 28.3%
|
|