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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
44
shares
|
$4,142
0.0% of portfolio
|
Q3 2024
Reduced 69.44%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
44
shares
|
$4,142
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
40
shares
|
$3,765
0.0% of portfolio
|
Q1 2025
Reduced 88.83%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
38
shares
|
$3,577
0.0% of portfolio
|
Q1 2024
Reduced 28.3%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
36
shares
|
$3,389
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
36
shares
|
$3,389
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
35
shares
|
$3,294
0.0% of portfolio
|
Q2 2025
Reduced 75.52%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
32
shares
|
$3,012
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
30
shares
|
$2,824
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
30
shares
|
$2,824
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
28
shares
|
$2,635
0.0% of portfolio
|
Q1 2025
Reduced 99.92%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
27
shares
|
$2,541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
24
shares
|
$2,259
0.0% of portfolio
|
Q4 2024
Added 84.62%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
24
shares
|
$2,259
0.0% of portfolio
|
Q4 2024
Added 84.62%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
22
shares
|
$2,071
0.0% of portfolio
|
Q1 2025
Reduced 66.15%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
18
shares
|
$1,694
0.0% of portfolio
|
Q2 2025
Reduced 96.0%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
17
shares
|
$1,600
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
17
shares
|
$1,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
12
shares
|
$1,129
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
11
shares
|
$1,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
11
shares
|
$1,035
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
8
shares
|
$753
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
6
shares
|
$564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5
shares
|
$470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4
shares
|
$376
0.0% of portfolio
|
Q3 2023
New holding
|