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 |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
29,275
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
29,220
shares
|
$2.75 Million
0.11% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
29,155
shares
|
$2.75 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
29,150
shares
|
$2.75 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
28,911
shares
|
$2.72 Million
3.04% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
28,822
shares
|
$2.72 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
28,698
shares
|
$2.7 Million
0.2% of portfolio
|
Q3 2025
Added 19.47%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
28,606
shares
|
$2.69 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
28,249
shares
|
$2.66 Million
0.45% of portfolio
|
Q3 2025
Reduced 27.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
28,230
shares
|
$2.66 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
27,911
shares
|
$2.63 Million
0.32% of portfolio
|
Q2 2025
Reduced 87.91%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
27,859
shares
|
$2.62 Million
0.9% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
27,767
shares
|
$2.62 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
27,669
shares
|
$2.61 Million
0.13% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
27,579
shares
|
$2.6 Million
0.56% of portfolio
|
Q2 2022
Reduced 4.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
27,548
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
26,500
shares
|
$2.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
26,445
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 47.15%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
26,324
shares
|
$2.48 Million
1.11% of portfolio
|
Q3 2025
Reduced 28.99%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
26,275
shares
|
$2.48 Million
0.07% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
26,052
shares
|
$2.45 Million
0.7% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
25,890
shares
|
$2.44 Million
2.44% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
25,784
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.76%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
25,669
shares
|
$2.42 Million
0.17% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
25,662
shares
|
$2.42 Million
1.31% of portfolio
|
Q3 2025
Added 23.0%
|
|