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 |
|---|---|---|---|---|---|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
4,536
shares
|
$427,291
0.08% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
4,529
shares
|
$426,631
0.02% of portfolio
|
Q4 2025
Added 79.08%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
4,525
shares
|
$426,255
0.03% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
4,512
shares
|
$425,030
0.24% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
4,485
shares
|
$422,487
0.0% of portfolio
|
Q3 2025
Reduced 68.19%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
4,483
shares
|
$422,298
0.15% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
4,473
shares
|
$421,356
0.14% of portfolio
|
Q4 2025
Added 1.38%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
4,464
shares
|
$420,508
0.45% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
4,460
shares
|
$420,132
0.15% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
4,410
shares
|
$415,422
0.24% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
4,405
shares
|
$414,951
0.14% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
4,385
shares
|
$413,067
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
4,384
shares
|
$412,972
0.01% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
4,373
shares
|
$411,936
0.13% of portfolio
|
Q4 2025
Added 3.02%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
4,358
shares
|
$410,523
0.07% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
4,336
shares
|
$408,451
0.13% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
4,334
shares
|
$408,262
0.04% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
4,299
shares
|
$404,965
0.06% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
4,273
shares
|
$402,516
0.12% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
4,265
shares
|
$401,763
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
4,258
shares
|
$401,103
0.16% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,257
shares
|
$401,009
0.04% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
4,254
shares
|
$400,726
0.24% of portfolio
|
Q3 2025
Reduced 48.41%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
4,249
shares
|
$400,255
0.04% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
4,246
shares
|
$399,973
0.34% of portfolio
|
Q3 2025
Reduced 1.53%
|
|