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 1,453 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 $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
117,533
shares
|
$11 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%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
116,369
shares
|
$10.9 Million
3.0% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
115,938
shares
|
$10.9 Million
3.59% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
114,033
shares
|
$10.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
113,174
shares
|
$10.6 Million
1.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
112,009
shares
|
$10.5 Million
0.45% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
111,853
shares
|
$10.5 Million
0.06% of portfolio
|
Q1 2025
Added 189.58%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
111,121
shares
|
$10.4 Million
2.94% of portfolio
|
Q1 2025
Added 413.74%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
109,578
shares
|
$10.3 Million
3.25% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
108,214
shares
|
$10.2 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
107,915
shares
|
$10.1 Million
3.93% of portfolio
|
Q1 2023
Added 19.71%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
107,385
shares
|
$10.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
106,960
shares
|
$10 Million
1.07% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
106,534
shares
|
$10 Million
2.07% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
106,270
shares
|
$9.97 Million
8.4% of portfolio
|
Q1 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
105,480
shares
|
$9.9 Million
1.57% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
105,373
shares
|
$9.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 32.34%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
104,874
shares
|
$9.84 Million
2.22% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
104,620
shares
|
$9.82 Million
1.87% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
104,469
shares
|
$9.8 Million
0.11% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
103,198
shares
|
$9.69 Million
2.11% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
102,685
shares
|
$9.64 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
101,944
shares
|
$9.57 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
101,661
shares
|
$9.54 Million
3.04% of portfolio
|
Q1 2025
Added 3.25%
|