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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,903
shares
|
$1.22 Million
0.26% of portfolio
|
Q1 2024
Reduced 16.85%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
12,847
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
12,784
shares
|
$1.2 Million
0.51% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
12,745
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2025
Reduced 49.31%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
12,644
shares
|
$1.19 Million
0.72% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
12,626
shares
|
$1.19 Million
0.46% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
12,597
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
12,589
shares
|
$1.19 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
12,518
shares
|
$1.18 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,408
shares
|
$1.17 Million
0.62% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
12,400
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Added 113.79%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
12,302
shares
|
$1.16 Million
0.71% of portfolio
|
Q3 2025
Added 13.15%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
12,221
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
12,206
shares
|
$1.15 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
12,200
shares
|
$1.15 Million
1.62% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
12,182
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
12,153
shares
|
$1.14 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
12,114
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2025
Added 8.48%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
12,102
shares
|
$1.14 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
12,062
shares
|
$1.14 Million
0.77% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
11,982
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Advisor Resource Council
|
Nov 12, 2025 Q3 2025 |
11,969
shares
|
$1.13 Million
1.66% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
11,893
shares
|
$1.12 Million
0.91% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
11,807
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
11,729
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2025
Added 0.33%
|
|