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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
19,042
shares
|
$1.79 Million
0.08% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
18,716
shares
|
$1.76 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
18,709
shares
|
$1.76 Million
0.59% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
18,663
shares
|
$1.76 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
18,637
shares
|
$1.76 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
18,621
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
18,467
shares
|
$1.74 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
18,426
shares
|
$1.74 Million
1.43% of portfolio
|
Q3 2025
Added 117.44%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
18,307
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
18,294
shares
|
$1.72 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
18,280
shares
|
$1.72 Million
1.06% of portfolio
|
Q4 2025
Reduced 27.18%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
18,202
shares
|
$1.71 Million
1.18% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
18,047
shares
|
$1.7 Million
0.1% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,038
shares
|
$1.7 Million
0.33% of portfolio
|
Q4 2024
Reduced 31.82%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
18,021
shares
|
$1.7 Million
1.03% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
17,886
shares
|
$1.68 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
17,712
shares
|
$1.67 Million
0.72% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
17,662
shares
|
$1.66 Million
0.66% of portfolio
|
Q3 2025
Reduced 53.08%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
17,509
shares
|
$1.65 Million
0.34% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
17,441
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
17,441
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
17,360
shares
|
$1.64 Million
0.61% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
17,325
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
17,284
shares
|
$1.63 Million
1.2% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
17,237
shares
|
$1.62 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.09%
|
|