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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
3,700
shares
|
$348,540
0.04% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
3,700
shares
|
$348,540
0.32% of portfolio
|
Q3 2023
Reduced 9.76%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,686
shares
|
$347,221
0.02% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
3,672
shares
|
$345,902
0.29% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
3,663
shares
|
$345,054
0.1% of portfolio
|
Q4 2025
Reduced 2.11%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,653
shares
|
$344,112
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
3,632
shares
|
$342,134
0.07% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
3,589
shares
|
$338,083
0.02% of portfolio
|
Q3 2025
Added 24.45%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
3,589
shares
|
$338,083
0.02% of portfolio
|
Q3 2025
Reduced 35.78%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
3,585
shares
|
$337,707
0.17% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
3,571
shares
|
$336,388
0.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,568
shares
|
$336,105
0.11% of portfolio
|
Q3 2023
Reduced 63.36%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
3,550
shares
|
$334,410
0.04% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,534
shares
|
$332,902
0.02% of portfolio
|
Q3 2025
Added 388.8%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
3,533
shares
|
$332,808
0.03% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
3,518
shares
|
$331,395
0.08% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,507
shares
|
$330,359
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,485
shares
|
$328,287
0.05% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
3,474
shares
|
$327,250
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
3,458
shares
|
$325,743
0.08% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,448
shares
|
$324,801
0.0% of portfolio
|
Q3 2025
Reduced 17.75%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,441
shares
|
$324,142
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
3,437
shares
|
$323,765
0.11% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
3,404
shares
|
$320,656
0.19% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Sageworth Trust CO Of South Dakota
|
Nov 04, 2025 Q3 2025 |
3,400
shares
|
$320,280
0.32% of portfolio
|
Q1 2025
New holding
|
|