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 |
|---|---|---|---|---|---|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 12, 2026 Q4 2025 |
7,285
shares
|
$686,247
0.25% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
7,285
shares
|
$686,247
0.04% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
7,282
shares
|
$685,964
0.03% of portfolio
|
Q3 2025
Reduced 12.79%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
7,256
shares
|
$683,515
0.2% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
7,226
shares
|
$680,689
0.23% of portfolio
|
Q2 2025
Added 56.2%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
7,193
shares
|
$677,580
0.06% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
7,178
shares
|
$676,167
0.03% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
7,149
shares
|
$673,435
0.13% of portfolio
|
Q4 2025
Reduced 3.31%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
7,141
shares
|
$672,682
0.27% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
7,101
shares
|
$668,914
0.1% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
7,094
shares
|
$668,254
0.21% of portfolio
|
Q4 2025
Reduced 15.17%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
7,059
shares
|
$664,957
0.13% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
7,039
shares
|
$663,073
0.03% of portfolio
|
Q3 2025
Added 20.08%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
7,022
shares
|
$661,472
0.0% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
7,022
shares
|
$661,472
0.26% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
7,014
shares
|
$660,718
0.05% of portfolio
|
Q4 2025
Reduced 34.53%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
7,006
shares
|
$659,965
0.14% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,000
shares
|
$659,400
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
6,991
shares
|
$658,552
0.24% of portfolio
|
Q4 2025
Reduced 10.83%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
6,948
shares
|
$654,501
0.51% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,919
shares
|
$651,769
0.01% of portfolio
|
Q2 2024
Reduced 24.88%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
6,917
shares
|
$651,581
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
6,901
shares
|
$650,074
0.07% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,890
shares
|
$649,038
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
6,847
shares
|
$644,987
0.01% of portfolio
|
Q3 2025
Reduced 12.38%
|
|