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 |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
17,143
shares
|
$1.61 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
17,138
shares
|
$1.61 Million
0.05% of portfolio
|
Q4 2025
Reduced 17.26%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
17,047
shares
|
$1.61 Million
0.7% of portfolio
|
Q1 2025
Reduced 47.31%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
16,979
shares
|
$1.6 Million
0.47% of portfolio
|
Q4 2025
Reduced 9.96%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
16,968
shares
|
$1.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
16,909
shares
|
$1.59 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
16,895
shares
|
$1.59 Million
0.18% of portfolio
|
Q4 2023
Reduced 51.21%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
16,749
shares
|
$1.58 Million
0.38% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
16,645
shares
|
$1.57 Million
0.7% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
16,619
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
16,562
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Reduced 26.35%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
16,264
shares
|
$1.53 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
16,161
shares
|
$1.52 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
16,047
shares
|
$1.51 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
16,003
shares
|
$1.51 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
15,949
shares
|
$1.5 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
15,940
shares
|
$1.5 Million
1.33% of portfolio
|
Q3 2025
Reduced 59.11%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
15,822
shares
|
$1.49 Million
0.82% of portfolio
|
Q2 2025
Reduced 21.71%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
15,820
shares
|
$1.49 Million
0.66% of portfolio
|
Q4 2023
Reduced 13.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
15,758
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
15,597
shares
|
$1.47 Million
0.43% of portfolio
|
Q4 2025
Reduced 4.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
15,554
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
15,552
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2025
Added 4.54%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
15,526
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
15,463
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2025
Added 0.68%
|
|