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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
53,418
shares
|
$5.03 Million
1.47% of portfolio
|
Q2 2022
Added 8.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
53,371
shares
|
$5.03 Million
0.0% of portfolio
|
Q3 2025
Added 468.14%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
52,418
shares
|
$4.94 Million
0.39% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
52,139
shares
|
$4.91 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
52,047
shares
|
$4.9 Million
2.35% of portfolio
|
Q4 2022
Added 166.51%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
51,486
shares
|
$4.85 Million
0.08% of portfolio
|
Q3 2025
Reduced 16.21%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
50,980
shares
|
$4.8 Million
0.4% of portfolio
|
Q3 2025
Reduced 47.35%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
50,647
shares
|
$4.77 Million
6.66% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
50,258
shares
|
$4.73 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
49,943
shares
|
$4.7 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
49,789
shares
|
$4.69 Million
0.07% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
49,712
shares
|
$4.68 Million
0.16% of portfolio
|
Q4 2025
Reduced 5.49%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
49,385
shares
|
$4.65 Million
2.03% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
48,873
shares
|
$4.6 Million
0.65% of portfolio
|
Q3 2025
Reduced 25.94%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
48,715
shares
|
$4.59 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
48,675
shares
|
$4.59 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
48,436
shares
|
$4.56 Million
0.35% of portfolio
|
Q4 2025
Reduced 3.07%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
48,078
shares
|
$4.53 Million
1.1% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
48,013
shares
|
$4.52 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
46,826
shares
|
$4.41 Million
0.71% of portfolio
|
Q4 2025
Reduced 8.89%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
46,367
shares
|
$4.37 Million
2.5% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
46,034
shares
|
$4.34 Million
0.02% of portfolio
|
Q3 2025
Added 19.71%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
45,732
shares
|
$4.31 Million
0.1% of portfolio
|
Q3 2025
Reduced 31.94%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
45,630
shares
|
$4.3 Million
1.09% of portfolio
|
Q3 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
45,575
shares
|
$4.29 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.76%
|
|