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 |
|---|---|---|---|---|---|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
5,619
shares
|
$529,309
0.43% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,610
shares
|
$528,462
0.13% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
5,610
shares
|
$528,462
0.19% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
5,601
shares
|
$527,614
0.21% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
5,601
shares
|
$527,614
0.16% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
5,598
shares
|
$527,331
0.3% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
5,577
shares
|
$525,353
0.02% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
5,576
shares
|
$525,259
0.07% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
5,574
shares
|
$525,070
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
5,568
shares
|
$524,505
0.27% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
5,501
shares
|
$518,194
0.2% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
5,467
shares
|
$514,991
0.26% of portfolio
|
Q3 2025
Reduced 33.3%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
5,441
shares
|
$512,542
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
5,425
shares
|
$511,035
0.1% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
5,424
shares
|
$510,940
0.03% of portfolio
|
Q1 2021
Reduced 50.04%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
5,417
shares
|
$510,281
0.09% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
5,406
shares
|
$509,245
0.01% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
5,394
shares
|
$508,114
0.23% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
5,353
shares
|
$504,252
0.36% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
5,334
shares
|
$502,462
0.06% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
5,328
shares
|
$501,897
0.0% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
5,326
shares
|
$501,709
0.01% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
5,278
shares
|
$497,187
0.01% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
5,278
shares
|
$497,187
0.14% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
5,247
shares
|
$494,267
0.0% of portfolio
|
Q3 2025
Reduced 92.62%
|
|