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 |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
2,948
shares
|
$277,701
0.04% of portfolio
|
Q3 2025
Added 18.2%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
2,935
shares
|
$276,477
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
2,932
shares
|
$276,194
0.08% of portfolio
|
Q3 2025
Reduced 27.68%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
2,908
shares
|
$273,933
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,896
shares
|
$272,803
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
2,890
shares
|
$272,238
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,888
shares
|
$272,049
0.1% of portfolio
|
Q2 2025
Reduced 29.04%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
2,885
shares
|
$271,767
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
2,877
shares
|
$271,013
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,875
shares
|
$270,825
0.0% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
2,865
shares
|
$269,883
0.13% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,864
shares
|
$269,788
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
2,856
shares
|
$269,035
0.08% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
2,843
shares
|
$267,810
0.03% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,836
shares
|
$267,151
0.0% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,819
shares
|
$265,549
0.0% of portfolio
|
Q3 2025
Added 28.78%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,809
shares
|
$264,607
0.03% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
2,808
shares
|
$264,513
0.09% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,800
shares
|
$263,760
0.06% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
2,800
shares
|
$263,760
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,799
shares
|
$263,665
0.02% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,797
shares
|
$263,477
0.14% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
2,794
shares
|
$263,194
0.06% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
2,780
shares
|
$261,876
0.05% of portfolio
|
Q3 2025
Reduced 52.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,779
shares
|
$261,781
0.18% of portfolio
|
Q4 2024
Reduced 88.44%
|
|