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 |
|---|---|---|---|---|---|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
25,426
shares
|
$2.4 Million
1.28% of portfolio
|
Q3 2025
Reduced 72.3%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
25,330
shares
|
$2.39 Million
0.55% of portfolio
|
Q3 2025
Reduced 13.86%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,306
shares
|
$2.38 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
25,267
shares
|
$2.38 Million
0.18% of portfolio
|
Q3 2025
Reduced 17.34%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
25,017
shares
|
$2.36 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
25,016
shares
|
$2.36 Million
0.67% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
25,011
shares
|
$2.36 Million
0.03% of portfolio
|
Q3 2024
Added 73.55%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
25,005
shares
|
$2.36 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
24,824
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
24,782
shares
|
$2.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
24,693
shares
|
$2.33 Million
0.39% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
24,681
shares
|
$2.32 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
24,395
shares
|
$2.3 Million
1.79% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
24,272
shares
|
$2.29 Million
0.52% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
24,006
shares
|
$2.26 Million
0.05% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
23,693
shares
|
$2.23 Million
0.94% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
23,671
shares
|
$2.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23,667
shares
|
$2.23 Million
0.54% of portfolio
|
Q3 2023
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
23,620
shares
|
$2.23 Million
0.31% of portfolio
|
Q4 2025
Reduced 3.28%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
23,607
shares
|
$2.22 Million
0.61% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,578
shares
|
$2.22 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
23,525
shares
|
$2.22 Million
3.66% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
23,510
shares
|
$2.21 Million
1.47% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
23,446
shares
|
$2.21 Million
0.86% of portfolio
|
Q1 2024
Reduced 6.46%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
23,297
shares
|
$2.19 Million
0.11% of portfolio
|
Q3 2025
Added 195.76%
|
|