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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,274
shares
|
$591,010
0.15% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
6,259
shares
|
$589,597
0.08% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
6,258
shares
|
$589,503
0.4% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
6,250
shares
|
$588,750
0.34% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
6,248
shares
|
$588,561
0.02% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
6,228
shares
|
$586,677
1.05% of portfolio
|
Q3 2025
Reduced 51.24%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
6,226
shares
|
$586,489
0.15% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
6,200
shares
|
$584,040
0.17% of portfolio
|
Q3 2025
Reduced 48.86%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
6,187
shares
|
$582,815
0.27% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
6,175
shares
|
$581,685
0.02% of portfolio
|
Q2 2021
Added 37.87%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
6,174
shares
|
$581,590
0.07% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6,167
shares
|
$580,931
0.05% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
6,143
shares
|
$578,670
0.25% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
6,122
shares
|
$576,692
0.03% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
6,110
shares
|
$575,562
0.27% of portfolio
|
Q3 2025
Reduced 41.16%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
6,105
shares
|
$575,091
0.02% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
6,094
shares
|
$574,054
0.68% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
6,067
shares
|
$571,511
0.06% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
6,052
shares
|
$570,098
0.06% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
6,035
shares
|
$568,497
0.37% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
6,000
shares
|
$565,200
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$565,200
0.35% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
5,985
shares
|
$563,787
0.04% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
5,982
shares
|
$563,504
0.07% of portfolio
|
Q4 2024
Added 55.82%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
5,981
shares
|
$563,410
0.02% of portfolio
|
Q3 2025
New holding
|
|