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 |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,221
shares
|
$2.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
23,100
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
23,032
shares
|
$2.17 Million
0.06% of portfolio
|
Q3 2025
Added 245.57%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
23,024
shares
|
$2.17 Million
0.5% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
23,018
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2025
Added 34.27%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
22,657
shares
|
$2.13 Million
1.31% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
22,446
shares
|
$2.11 Million
1.26% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
22,441
shares
|
$2.11 Million
0.03% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
22,397
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
22,357
shares
|
$2.11 Million
0.81% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
22,200
shares
|
$2.09 Million
0.25% of portfolio
|
Q4 2025
Reduced 2.76%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
21,948
shares
|
$2.07 Million
8.67% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
21,928
shares
|
$2.07 Million
0.62% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
21,841
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
21,734
shares
|
$2.05 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
21,621
shares
|
$2.04 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
21,579
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
21,568
shares
|
$2.03 Million
1.25% of portfolio
|
Q3 2025
Reduced 37.81%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
21,500
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
21,384
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
21,346
shares
|
$2.01 Million
0.51% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
21,288
shares
|
$2.01 Million
0.78% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
21,263
shares
|
$2 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
21,218
shares
|
$2 Million
0.95% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
21,175
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2025
Added 0.43%
|
|