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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,792
shares
|
$922,406
0.06% of portfolio
|
Q4 2023
Reduced 50.64%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
9,782
shares
|
$921,464
0.21% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
9,768
shares
|
$920,145
0.07% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
9,749
shares
|
$918,355
0.71% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
9,738
shares
|
$917,319
0.15% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
9,668
shares
|
$910,725
0.28% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
9,652
shares
|
$909,218
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
9,642
shares
|
$908,276
0.44% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
9,506
shares
|
$895,465
0.31% of portfolio
|
Q3 2025
Added 28.79%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
9,487
shares
|
$893,675
1.16% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
9,463
shares
|
$891,414
0.07% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
9,450
shares
|
$890,190
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
9,431
shares
|
$888,400
0.01% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
9,394
shares
|
$884,914
0.66% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
9,390
shares
|
$884,538
0.5% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
9,334
shares
|
$879,262
0.55% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
9,220
shares
|
$868,524
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,212
shares
|
$867,770
0.05% of portfolio
|
Q3 2025
Added 36.43%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
9,195
shares
|
$866,169
0.37% of portfolio
|
Q1 2023
Reduced 35.11%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
9,145
shares
|
$861,459
0.0% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
9,077
shares
|
$855,053
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
9,061
shares
|
$853,546
0.08% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,036
shares
|
$851,191
0.09% of portfolio
|
Q3 2025
Reduced 18.7%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
9,034
shares
|
$851,002
0.23% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
8,931
shares
|
$841,300
0.03% of portfolio
|
Q3 2025
Added 5.06%
|
|