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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
4,223
shares
|
$397,806
0.08% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,208
shares
|
$396,393
0.03% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
4,201
shares
|
$395,734
0.27% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
4,169
shares
|
$392,719
0.15% of portfolio
|
Q4 2025
Added 31.89%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,154
shares
|
$391,306
0.01% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
4,142
shares
|
$390,176
0.12% of portfolio
|
Q3 2023
Reduced 4.72%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
4,137
shares
|
$389,705
0.01% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,126
shares
|
$388,669
0.02% of portfolio
|
Q2 2022
Added 29.18%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
4,079
shares
|
$384,241
0.08% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
4,070
shares
|
$383,394
0.0% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
4,055
shares
|
$381,981
0.07% of portfolio
|
Q3 2025
Added 28.2%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,036
shares
|
$380,191
0.19% of portfolio
|
Q4 2023
Reduced 1.42%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
4,018
shares
|
$378,495
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,000
shares
|
$376,800
0.18% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
4,000
shares
|
$376,800
0.04% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
3,976
shares
|
$374,539
0.17% of portfolio
|
Q2 2025
Reduced 43.98%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
3,974
shares
|
$374,350
0.04% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
3,974
shares
|
$374,350
0.07% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
3,974
shares
|
$374,350
0.02% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
3,959
shares
|
$372,937
0.08% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,956
shares
|
$372,655
0.12% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
3,950
shares
|
$372,090
0.17% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
3,947
shares
|
$371,807
0.27% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
3,937
shares
|
$370,865
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
3,931
shares
|
$370,300
0.26% of portfolio
|
Q2 2025
Reduced 5.41%
|
|