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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
10,618
shares
|
$1 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
10,582
shares
|
$996,824
0.43% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
10,571
shares
|
$995,788
0.08% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Aaf Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
10,521
shares
|
$991,078
0.46% of portfolio
|
Q3 2025
Reduced 94.16%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
10,392
shares
|
$978,926
0.27% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
10,385
shares
|
$978,267
0.0% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
10,355
shares
|
$975,441
0.79% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Nov 03, 2025 Q3 2025 |
10,336
shares
|
$973,651
0.42% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
10,335
shares
|
$973,557
0.0% of portfolio
|
Q3 2025
Added 39.44%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
10,295
shares
|
$969,789
0.39% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
10,280
shares
|
$968,376
0.07% of portfolio
|
Q4 2025
Reduced 0.93%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
10,276
shares
|
$967,999
0.61% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
10,222
shares
|
$962,912
0.01% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
10,203
shares
|
$961,122
0.05% of portfolio
|
Q2 2025
Reduced 23.37%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
10,190
shares
|
$959,898
0.15% of portfolio
|
Q1 2023
Reduced 7.48%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
10,165
shares
|
$957,543
0.83% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
10,124
shares
|
$953,680
0.2% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
10,091
shares
|
$950,572
0.08% of portfolio
|
Q4 2025
Reduced 2.93%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
10,064
shares
|
$948,028
0.18% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
10,059
shares
|
$947,557
0.07% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
9,977
shares
|
$939,833
0.25% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
9,951
shares
|
$937,384
0.55% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
9,894
shares
|
$932,014
0.17% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,890
shares
|
$931,638
0.15% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
9,863
shares
|
$929,094
0.65% of portfolio
|
Q3 2025
Reduced 0.01%
|
|