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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
4,829
shares
|
$454,891
0.01% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
4,828
shares
|
$454,797
0.26% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
4,817
shares
|
$453,761
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
4,809
shares
|
$453,007
0.24% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,794
shares
|
$451,594
0.03% of portfolio
|
Q4 2022
Reduced 5.39%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,781
shares
|
$450,370
0.0% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,779
shares
|
$450,181
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
4,773
shares
|
$449,616
0.03% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
4,770
shares
|
$449,334
0.01% of portfolio
|
Q3 2025
Reduced 26.35%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
4,767
shares
|
$449,051
0.01% of portfolio
|
Q3 2025
Reduced 27.91%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
4,751
shares
|
$447,544
0.05% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
4,750
shares
|
$447,450
0.14% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
4,727
shares
|
$445,283
0.03% of portfolio
|
Q3 2025
Reduced 23.73%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
4,722
shares
|
$444,812
0.05% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,699
shares
|
$442,645
0.01% of portfolio
|
Q4 2023
Added 15.03%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
4,690
shares
|
$441,798
0.03% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
4,668
shares
|
$439,725
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,668
shares
|
$439,725
0.01% of portfolio
|
Q3 2025
Added 92.65%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,629
shares
|
$436,051
0.09% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
4,624
shares
|
$435,580
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
4,611
shares
|
$434,356
0.01% of portfolio
|
Q4 2025
Reduced 0.5%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,608
shares
|
$434,073
0.05% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
4,580
shares
|
$431,436
0.03% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,572
shares
|
$430,682
0.11% of portfolio
|
Q3 2025
Added 26.37%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
4,565
shares
|
$430,023
0.39% of portfolio
|
Q4 2025
Added 0.29%
|
|