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 1,483 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 |
|---|---|---|---|---|---|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
68,771
shares
|
$6.48 Million
5.51% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
68,673
shares
|
$6.47 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
68,285
shares
|
$6.43 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
67,977
shares
|
$6.4 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
67,931
shares
|
$6.4 Million
2.2% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
67,919
shares
|
$6.4 Million
3.79% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
67,894
shares
|
$6.4 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
67,754
shares
|
$6.38 Million
1.86% of portfolio
|
Q2 2022
Reduced 6.46%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
67,738
shares
|
$6.38 Million
2.29% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
67,235
shares
|
$6.33 Million
4.22% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
67,194
shares
|
$6.33 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
66,636
shares
|
$6.28 Million
0.0% of portfolio
|
Q3 2025
Added 48.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
66,392
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
65,937
shares
|
$6.21 Million
1.86% of portfolio
|
Q1 2023
Reduced 6.04%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
65,223
shares
|
$6.14 Million
0.1% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
63,955
shares
|
$6.02 Million
2.37% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
63,900
shares
|
$6.02 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
63,658
shares
|
$6 Million
0.97% of portfolio
|
Q4 2022
Added 1.34%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
63,658
shares
|
$6 Million
0.96% of portfolio
|
Q4 2022
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
63,079
shares
|
$5.94 Million
0.02% of portfolio
|
Q3 2025
Added 40.92%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
63,053
shares
|
$5.94 Million
1.87% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
62,933
shares
|
$5.93 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
62,861
shares
|
$5.92 Million
0.07% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
61,932
shares
|
$5.83 Million
0.8% of portfolio
|
Q3 2025
Added 21.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
61,772
shares
|
$5.82 Million
0.01% of portfolio
|
Q3 2025
Added 6.31%
|
|