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 |
|---|---|---|---|---|---|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
36,469
shares
|
$3.44 Million
2.2% of portfolio
|
Q3 2023
Added 3.22%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
36,373
shares
|
$3.43 Million
1.25% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
36,344
shares
|
$3.42 Million
3.11% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
36,194
shares
|
$3.41 Million
0.07% of portfolio
|
Q1 2024
Added 704.67%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
36,162
shares
|
$3.41 Million
0.94% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
36,162
shares
|
$3.41 Million
0.1% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
36,072
shares
|
$3.4 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
36,007
shares
|
$3.39 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
35,954
shares
|
$3.39 Million
0.25% of portfolio
|
Q3 2025
Added 447.5%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
35,800
shares
|
$3.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
35,597
shares
|
$3.35 Million
1.3% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
35,462
shares
|
$3.34 Million
0.46% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
35,184
shares
|
$3.31 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
35,154
shares
|
$3.31 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
34,972
shares
|
$3.29 Million
2.79% of portfolio
|
Q3 2024
Added 143.27%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
34,945
shares
|
$3.29 Million
1.68% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
34,577
shares
|
$3.26 Million
2.57% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
34,522
shares
|
$3.25 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
34,446
shares
|
$3.24 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
34,375
shares
|
$3.24 Million
0.08% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
34,323
shares
|
$3.23 Million
1.98% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
33,885
shares
|
$3.19 Million
0.12% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
33,856
shares
|
$3.19 Million
0.22% of portfolio
|
Q3 2025
Added 14.04%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
33,706
shares
|
$3.18 Million
0.81% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
33,651
shares
|
$3.17 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.98%
|
|