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 |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
21,111
shares
|
$1.99 Million
0.4% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
21,047
shares
|
$1.98 Million
0.56% of portfolio
|
Q3 2025
Reduced 69.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
20,945
shares
|
$1.97 Million
0.06% of portfolio
|
Q3 2025
Reduced 66.65%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
20,913
shares
|
$1.97 Million
0.23% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
20,864
shares
|
$1.97 Million
0.07% of portfolio
|
Q4 2025
Added 3.74%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
20,654
shares
|
$1.95 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
20,644
shares
|
$1.94 Million
0.07% of portfolio
|
Q3 2025
Reduced 62.87%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
20,518
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2025
Added 352.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,408
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2025
Added 114.3%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
20,319
shares
|
$1.91 Million
0.34% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
20,291
shares
|
$1.91 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
20,286
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Added 33.72%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
20,196
shares
|
$1.9 Million
1.4% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
20,018
shares
|
$1.89 Million
0.64% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
20,005
shares
|
$1.88 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
19,718
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2025
Reduced 59.55%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
19,691
shares
|
$1.85 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.43%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
19,388
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
19,368
shares
|
$1.82 Million
0.22% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
19,366
shares
|
$1.82 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
19,310
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
Reduced 53.09%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
19,190
shares
|
$1.81 Million
3.1% of portfolio
|
Q3 2022
Reduced 7.27%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
19,165
shares
|
$1.81 Million
0.07% of portfolio
|
Q4 2025
Reduced 2.8%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
19,116
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Gfg Capital, LLC
|
Oct 07, 2025 Q3 2025 |
19,048
shares
|
$1.79 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|