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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
45,371
shares
|
$4.27 Million
0.05% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
45,186
shares
|
$4.26 Million
0.58% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
45,159
shares
|
$4.25 Million
3.14% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 21, 2025 Q3 2025 |
45,153
shares
|
$4.25 Million
4.14% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
45,151
shares
|
$4.25 Million
3.39% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
44,220
shares
|
$4.17 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
44,005
shares
|
$4.15 Million
0.1% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
44,001
shares
|
$4.14 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
43,887
shares
|
$4.13 Million
0.07% of portfolio
|
Q3 2025
Added 63.97%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
43,733
shares
|
$4.12 Million
0.2% of portfolio
|
Q2 2024
Added 9.35%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
43,321
shares
|
$4.08 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
43,315
shares
|
$4.08 Million
0.1% of portfolio
|
Q3 2025
Reduced 16.71%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
43,313
shares
|
$4.08 Million
2.22% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
42,723
shares
|
$4.02 Million
0.24% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
42,699
shares
|
$4.02 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Dec 02, 2025 Q3 2025 |
42,625
shares
|
$4.02 Million
0.58% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
42,424
shares
|
$4 Million
0.46% of portfolio
|
Q3 2025
Added 16.81%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
42,199
shares
|
$3.98 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
42,093
shares
|
$3.97 Million
0.96% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
42,090
shares
|
$3.96 Million
0.6% of portfolio
|
Q3 2022
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
42,083
shares
|
$3.96 Million
0.1% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
41,977
shares
|
$3.95 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
41,910
shares
|
$3.95 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
41,527
shares
|
$3.91 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
41,152
shares
|
$3.88 Million
1.3% of portfolio
|
Q3 2025
Reduced 52.3%
|
|