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 |
|---|---|---|---|---|---|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
40,983
shares
|
$3.86 Million
0.74% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
40,703
shares
|
$3.83 Million
0.02% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
40,678
shares
|
$3.83 Million
0.26% of portfolio
|
Q4 2022
Reduced 12.92%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
40,260
shares
|
$3.79 Million
2.55% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
40,213
shares
|
$3.79 Million
2.84% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
39,959
shares
|
$3.76 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
39,863
shares
|
$3.76 Million
0.06% of portfolio
|
Q3 2025
Added 56.97%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
39,842
shares
|
$3.75 Million
1.26% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
39,679
shares
|
$3.74 Million
1.09% of portfolio
|
Q4 2025
Added 2.06%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
39,295
shares
|
$3.7 Million
2.54% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
39,098
shares
|
$3.68 Million
1.64% of portfolio
|
Q3 2025
Reduced 18.43%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
38,914
shares
|
$3.67 Million
8.37% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
38,790
shares
|
$3.65 Million
0.32% of portfolio
|
Q4 2025
Added 1.56%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
38,417
shares
|
$3.62 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
38,289
shares
|
$3.61 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Nov 12, 2025 Q3 2025 |
38,162
shares
|
$3.59 Million
2.33% of portfolio
|
Q3 2025
Reduced 49.89%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
37,953
shares
|
$3.58 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
37,892
shares
|
$3.57 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
37,714
shares
|
$3.55 Million
17.97% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
37,483
shares
|
$3.53 Million
0.17% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
36,845
shares
|
$3.47 Million
2.87% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
36,812
shares
|
$3.47 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
36,763
shares
|
$3.46 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
36,550
shares
|
$3.44 Million
1.48% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
36,514
shares
|
$3.44 Million
0.91% of portfolio
|
Q4 2025
Reduced 7.94%
|
|