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 |
|---|---|---|---|---|---|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
7,715
shares
|
$726,753
0.4% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
7,714
shares
|
$726,658
0.18% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
7,680
shares
|
$723,456
0.47% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
7,610
shares
|
$716,862
0.03% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
7,596
shares
|
$715,543
0.05% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
7,557
shares
|
$711,869
0.14% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
7,540
shares
|
$710,268
0.18% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
7,534
shares
|
$709,702
0.23% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
7,533
shares
|
$709,608
0.01% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
7,515
shares
|
$707,913
0.26% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
7,514
shares
|
$707,818
0.02% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
7,488
shares
|
$705,369
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
7,485
shares
|
$705,087
0.37% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
7,465
shares
|
$703,203
0.36% of portfolio
|
Q4 2025
Reduced 11.5%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,464
shares
|
$703,108
0.08% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
7,452
shares
|
$701,978
0.0% of portfolio
|
Q3 2025
Reduced 38.76%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
7,450
shares
|
$701,790
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
7,435
shares
|
$700,377
0.04% of portfolio
|
Q3 2025
Reduced 75.1%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
7,377
shares
|
$694,913
0.01% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
7,362
shares
|
$693,500
0.56% of portfolio
|
Q4 2022
Reduced 16.88%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
7,358
shares
|
$693,123
0.59% of portfolio
|
Q4 2025
Added 1.38%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
7,343
shares
|
$691,710
0.27% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,334
shares
|
$690,862
0.23% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
7,328
shares
|
$690,297
0.05% of portfolio
|
Q3 2025
Reduced 33.66%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
7,301
shares
|
$687,754
0.24% of portfolio
|
Q2 2025
Added 18.93%
|
|