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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
8,923
shares
|
$840,546
0.15% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,920
shares
|
$840,264
0.16% of portfolio
|
N/A
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
8,906
shares
|
$838,945
0.0% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
8,906
shares
|
$838,945
0.07% of portfolio
|
Q3 2025
Reduced 26.51%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
8,877
shares
|
$836,213
0.13% of portfolio
|
Q4 2025
Reduced 63.41%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
8,842
shares
|
$832,916
0.31% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
8,839
shares
|
$832,633
0.29% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
8,810
shares
|
$829,902
0.03% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
8,755
shares
|
$824,721
0.0% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
8,694
shares
|
$818,974
0.08% of portfolio
|
Q3 2024
Reduced 44.95%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
8,654
shares
|
$815,206
0.39% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
8,651
shares
|
$814,924
0.22% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
8,637
shares
|
$813,605
0.41% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
8,633
shares
|
$813,228
0.66% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
8,618
shares
|
$811,815
0.1% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
8,600
shares
|
$810,120
0.71% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
8,531
shares
|
$803,620
0.1% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
8,489
shares
|
$799,663
0.06% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
8,484
shares
|
$799,192
0.04% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
8,429
shares
|
$794,011
0.21% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
8,428
shares
|
$793,917
0.19% of portfolio
|
Q4 2025
Reduced 16.74%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
8,423
shares
|
$793,446
0.12% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
8,412
shares
|
$792,410
0.47% of portfolio
|
Q2 2025
Added 34.92%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
8,406
shares
|
$791,845
0.17% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
8,405
shares
|
$791,751
0.01% of portfolio
|
Q1 2025
New holding
|
|