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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
14,325
shares
|
$1.35 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
14,309
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
14,306
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2025
Reduced 24.33%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
14,198
shares
|
$1.34 Million
0.61% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
14,186
shares
|
$1.34 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
14,170
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
14,168
shares
|
$1.33 Million
0.71% of portfolio
|
Q2 2023
Reduced 33.68%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
14,061
shares
|
$1.32 Million
0.29% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
14,011
shares
|
$1.32 Million
0.97% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
13,995
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.03%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
13,900
shares
|
$1.31 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
13,861
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
13,819
shares
|
$1.3 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,698
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
13,695
shares
|
$1.29 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
13,675
shares
|
$1.29 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
13,488
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,486
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2024
Reduced 34.77%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
13,479
shares
|
$1.27 Million
0.16% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
13,444
shares
|
$1.27 Million
2.18% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
13,379
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
13,250
shares
|
$1.25 Million
1.28% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
13,246
shares
|
$1.25 Million
0.69% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
13,147
shares
|
$1.24 Million
0.44% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
13,052
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.77%
|
|