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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
3,128
shares
|
$294,657
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,128
shares
|
$294,657
0.17% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
3,124
shares
|
$294,280
0.02% of portfolio
|
Q3 2025
Reduced 37.97%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,123
shares
|
$294,186
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,117
shares
|
$293,621
0.03% of portfolio
|
Q3 2023
Reduced 2.04%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
3,093
shares
|
$291,360
0.1% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
3,086
shares
|
$290,701
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
3,076
shares
|
$289,759
0.12% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,075
shares
|
$289,665
0.03% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
3,074
shares
|
$289,570
0.0% of portfolio
|
Q3 2025
Added 26.24%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
3,062
shares
|
$288,440
0.07% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
3,054
shares
|
$287,686
0.21% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Fluent Financial, LLC
|
Oct 10, 2025 Q3 2025 |
3,051
shares
|
$287,404
0.12% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
3,049
shares
|
$287,215
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
3,048
shares
|
$287,121
0.04% of portfolio
|
Q4 2024
Reduced 53.91%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
3,048
shares
|
$287,121
0.02% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
3,039
shares
|
$286,273
0.07% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,038
shares
|
$286,179
0.07% of portfolio
|
Q1 2023
Reduced 19.48%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
3,020
shares
|
$284,484
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,015
shares
|
$284,013
0.03% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
3,013
shares
|
$283,824
0.18% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
3,009
shares
|
$283,447
0.03% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
3,006
shares
|
$283,165
0.06% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
2,987
shares
|
$281,375
0.1% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
2,963
shares
|
$279,114
0.0% of portfolio
|
Q3 2025
New holding
|
|