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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,239
shares
|
$493,513
0.6% of portfolio
|
Q3 2022
Added 20.33%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
5,200
shares
|
$489,840
0.01% of portfolio
|
Q3 2025
Added 25.3%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
5,195
shares
|
$489,369
0.08% of portfolio
|
Q2 2025
Reduced 39.12%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
5,176
shares
|
$487,579
0.08% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,176
shares
|
$487,579
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
5,168
shares
|
$486,825
0.11% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
5,150
shares
|
$485,130
0.17% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
5,137
shares
|
$483,905
0.11% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
5,122
shares
|
$482,492
0.06% of portfolio
|
Q3 2025
Reduced 21.15%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
5,120
shares
|
$482,304
0.37% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,099
shares
|
$480,325
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
5,088
shares
|
$479,289
0.09% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,075
shares
|
$478,065
0.02% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
5,041
shares
|
$474,862
0.27% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,039
shares
|
$474,673
0.05% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
5,012
shares
|
$472,130
0.15% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
5,005
shares
|
$471,471
0.11% of portfolio
|
Q1 2023
Reduced 45.14%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,004
shares
|
$471,376
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
5,000
shares
|
$471,000
0.07% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
5,000
shares
|
$471,000
0.07% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,997
shares
|
$470,717
0.03% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,985
shares
|
$469,587
0.03% of portfolio
|
Q3 2022
Reduced 28.47%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,933
shares
|
$464,688
0.03% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,926
shares
|
$464,029
0.15% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
4,883
shares
|
$459,978
0.08% of portfolio
|
Q1 2025
Reduced 8.52%
|
|