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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
137,266
shares
|
$12.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
135,502
shares
|
$12.8 Million
0.48% of portfolio
|
Q1 2025
Added 55.34%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
135,357
shares
|
$12.8 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
133,055
shares
|
$12.5 Million
5.93% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
132,198
shares
|
$12.5 Million
3.1% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
131,480
shares
|
$12.4 Million
6.92% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
130,584
shares
|
$12.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
130,562
shares
|
$12.3 Million
0.12% of portfolio
|
Q1 2025
Added 79.11%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
128,587
shares
|
$12.1 Million
7.68% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
128,125
shares
|
$12.1 Million
0.4% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
127,676
shares
|
$12 Million
2.8% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
126,507
shares
|
$11.9 Million
9.55% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
125,986
shares
|
$11.9 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
125,957
shares
|
$11.9 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
125,768
shares
|
$11.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
123,977
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.24%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
123,262
shares
|
$11.6 Million
1.02% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
122,844
shares
|
$11.6 Million
1.1% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
122,822
shares
|
$11.6 Million
0.92% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
122,441
shares
|
$11.5 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
122,165
shares
|
$11.5 Million
2.13% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
119,182
shares
|
$11.2 Million
0.31% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
118,834
shares
|
$11.2 Million
0.25% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
117,533
shares
|
$11.1 Million
2.46% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
116,890
shares
|
$11 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.68%
|