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 |
|---|---|---|---|---|---|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,837
shares
|
$644,045
0.14% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
6,826
shares
|
$643,009
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
6,820
shares
|
$642,444
0.17% of portfolio
|
Q3 2025
Added 63.78%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
6,772
shares
|
$637,922
0.04% of portfolio
|
Q3 2025
Added 213.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,744
shares
|
$635,284
0.0% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
6,736
shares
|
$634,531
0.27% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
6,727
shares
|
$633,683
0.03% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,726
shares
|
$633,589
0.04% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,725
shares
|
$633,495
0.22% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
6,695
shares
|
$630,669
0.15% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
6,684
shares
|
$629,632
0.47% of portfolio
|
Q2 2025
Added 42.91%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
6,532
shares
|
$615,314
0.09% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
6,530
shares
|
$615,126
0.24% of portfolio
|
Q3 2025
Added 15.58%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,481
shares
|
$610,510
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
6,481
shares
|
$610,510
0.11% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
6,470
shares
|
$609,474
0.05% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
6,436
shares
|
$606,271
0.19% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,434
shares
|
$606,082
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
6,394
shares
|
$602,314
0.29% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
6,390
shares
|
$601,938
0.17% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,370
shares
|
$600,054
0.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
6,350
shares
|
$598,170
0.04% of portfolio
|
Q2 2025
Added 56.79%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
6,300
shares
|
$593,460
0.49% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
6,300
shares
|
$593,460
0.41% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
6,285
shares
|
$592,047
0.42% of portfolio
|
Q3 2025
New holding
|
|