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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
11,705
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.27%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
11,647
shares
|
$1.1 Million
0.19% of portfolio
|
Q2 2023
Added 40.22%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
11,586
shares
|
$1.09 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
11,579
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
11,525
shares
|
$1.09 Million
0.29% of portfolio
|
Q3 2025
Reduced 52.15%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
11,469
shares
|
$1.08 Million
0.46% of portfolio
|
Q3 2025
Reduced 19.94%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,464
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2023
Added 6.61%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
11,458
shares
|
$1.08 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
11,380
shares
|
$1.07 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
11,371
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Ttp Investments, Inc.
|
Oct 14, 2025 Q3 2025 |
11,344
shares
|
$1.07 Million
0.43% of portfolio
|
Q2 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,179
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2023
Reduced 58.31%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
11,172
shares
|
$1.05 Million
0.57% of portfolio
|
Q3 2025
Reduced 34.04%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
11,168
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,153
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2022
Reduced 0.14%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
11,040
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
11,019
shares
|
$1.04 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,919
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
10,806
shares
|
$1.02 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
10,777
shares
|
$1.02 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
10,712
shares
|
$1.01 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
10,699
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2025
Reduced 48.57%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
10,650
shares
|
$1 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
10,633
shares
|
$1 Million
0.07% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
10,632
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Added 13.91%
|
|