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 1,446 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 $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
183,042
shares
|
$17.3 Million
3.8% of portfolio
|
Q1 2025
Reduced 44.94%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
176,982
shares
|
$16.7 Million
3.36% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
176,082
shares
|
$16.6 Million
8.51% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
169,611
shares
|
$16 Million
6.17% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
167,403
shares
|
$15.8 Million
0.45% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
166,388
shares
|
$15.7 Million
6.31% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
166,089
shares
|
$15.7 Million
1.55% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
164,214
shares
|
$15.5 Million
0.16% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
163,904
shares
|
$15.5 Million
2.53% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
163,872
shares
|
$15.4 Million
0.51% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
163,116
shares
|
$15.4 Million
3.06% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
160,493
shares
|
$15.1 Million
1.55% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
160,202
shares
|
$15.1 Million
8.38% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
159,439
shares
|
$15 Million
0.4% of portfolio
|
Q1 2025
Added 111.28%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
158,643
shares
|
$15 Million
5.58% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
154,661
shares
|
$14.6 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
150,540
shares
|
$14.2 Million
2.57% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
145,243
shares
|
$13.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
142,837
shares
|
$13.5 Million
0.11% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
141,793
shares
|
$13.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
141,264
shares
|
$13.3 Million
0.78% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
140,246
shares
|
$13.2 Million
4.77% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
140,216
shares
|
$13.2 Million
5.1% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
139,642
shares
|
$13.2 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
137,632
shares
|
$13 Million
0.52% of portfolio
|
Q1 2025
Added 122.21%
|