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 |
|---|---|---|---|---|---|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
5,968
shares
|
$562,185
0.11% of portfolio
|
Q4 2025
Reduced 3.16%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
5,965
shares
|
$561,903
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
5,914
shares
|
$557,098
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
5,886
shares
|
$554,461
0.11% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
5,883
shares
|
$554,178
0.18% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
5,879
shares
|
$553,801
0.11% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
5,874
shares
|
$553,330
0.08% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
5,873
shares
|
$553,236
0.06% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
5,866
shares
|
$552,577
0.25% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
5,832
shares
|
$549,374
0.2% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
5,829
shares
|
$549,091
0.05% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
5,822
shares
|
$548,432
0.3% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,798
shares
|
$546,171
0.29% of portfolio
|
Q2 2023
Reduced 48.18%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
5,792
shares
|
$545,606
0.01% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
5,742
shares
|
$540,896
0.13% of portfolio
|
Q4 2025
Reduced 3.77%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
5,736
shares
|
$540,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
5,734
shares
|
$540,142
0.3% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,717
shares
|
$538,541
0.69% of portfolio
|
Q2 2022
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
5,711
shares
|
$537,976
0.14% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
5,689
shares
|
$535,903
0.12% of portfolio
|
Q3 2025
Added 87.69%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
5,689
shares
|
$535,903
0.34% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
5,665
shares
|
$533,643
0.13% of portfolio
|
Q3 2025
Added 43.06%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
5,664
shares
|
$533,548
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
5,645
shares
|
$531,759
0.1% of portfolio
|
Q2 2024
Reduced 12.11%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
5,627
shares
|
$530,063
0.07% of portfolio
|
Q2 2025
Added 203.83%
|
|