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 |
|---|---|---|---|---|---|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
33,506
shares
|
$3.16 Million
0.47% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
33,493
shares
|
$3.16 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
33,360
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2025
Added 121.12%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
33,248
shares
|
$3.13 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
33,209
shares
|
$3.13 Million
0.13% of portfolio
|
Q3 2025
Reduced 31.46%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
33,077
shares
|
$3.12 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
33,023
shares
|
$3.11 Million
2.18% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
32,980
shares
|
$3.11 Million
2.02% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
32,791
shares
|
$3.09 Million
0.18% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
32,776
shares
|
$3.09 Million
0.09% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
32,611
shares
|
$3.07 Million
2.24% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
32,538
shares
|
$3.07 Million
0.02% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
32,394
shares
|
$3.05 Million
1.6% of portfolio
|
Q4 2023
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
32,349
shares
|
$3.05 Million
0.43% of portfolio
|
Q3 2023
Reduced 1.5%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
31,990
shares
|
$3.01 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
30,938
shares
|
$2.91 Million
1.26% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
30,869
shares
|
$2.91 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
30,700
shares
|
$2.89 Million
0.25% of portfolio
|
Q4 2025
Reduced 2.3%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
30,645
shares
|
$2.89 Million
0.71% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
30,352
shares
|
$2.86 Million
1.82% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
30,240
shares
|
$2.85 Million
0.32% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
30,186
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
29,943
shares
|
$2.82 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
29,670
shares
|
$2.79 Million
2.82% of portfolio
|
Q4 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
29,572
shares
|
$2.79 Million
0.18% of portfolio
|
Q3 2025
Added 0.38%
|
|