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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
3,379
shares
|
$318,301
0.01% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
3,378
shares
|
$318,207
0.08% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
3,373
shares
|
$317,736
0.23% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,366
shares
|
$317,077
0.07% of portfolio
|
Q3 2025
Added 52.58%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
3,366
shares
|
$317,077
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
3,352
shares
|
$315,758
0.11% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
3,351
shares
|
$315,664
0.0% of portfolio
|
Q3 2025
Reduced 12.46%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,350
shares
|
$315,570
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,348
shares
|
$315,381
0.04% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,345
shares
|
$315,099
0.05% of portfolio
|
Q3 2025
Added 54.01%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
3,294
shares
|
$310,294
0.05% of portfolio
|
Q4 2025
Reduced 1.52%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
3,285
shares
|
$309,447
0.04% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
3,284
shares
|
$309,352
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
3,278
shares
|
$308,787
0.14% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,278
shares
|
$308,787
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,276
shares
|
$308,599
0.01% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
3,272
shares
|
$308,222
0.01% of portfolio
|
Q3 2025
Added 32.95%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,258
shares
|
$306,903
0.09% of portfolio
|
Q3 2025
Reduced 19.54%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
3,239
shares
|
$305,113
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
3,216
shares
|
$302,947
0.02% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
3,189
shares
|
$300,403
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
3,163
shares
|
$297,954
0.06% of portfolio
|
Q1 2023
Reduced 22.91%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
3,148
shares
|
$296,541
0.0% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
3,146
shares
|
$296,353
0.22% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
3,139
shares
|
$295,693
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|