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 |
|---|---|---|---|---|---|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,483
shares
|
$233,898
0.01% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
2,482
shares
|
$233,804
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
2,479
shares
|
$233,521
0.03% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
2,472
shares
|
$232,862
0.01% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
2,463
shares
|
$232,014
0.03% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
2,453
shares
|
$231,072
0.04% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
2,451
shares
|
$230,884
0.09% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
2,447
shares
|
$230,507
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
2,442
shares
|
$230,036
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
2,442
shares
|
$230,036
0.07% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
2,442
shares
|
$230,036
0.03% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
2,440
shares
|
$229,848
0.15% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
2,439
shares
|
$229,753
0.13% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
2,431
shares
|
$229,000
0.04% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
2,416
shares
|
$227,587
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
2,407
shares
|
$226,739
0.01% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
2,404
shares
|
$226,456
0.13% of portfolio
|
Q3 2025
Reduced 93.55%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
2,398
shares
|
$225,891
0.01% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
2,397
shares
|
$225,797
0.06% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
2,391
shares
|
$225,232
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
2,383
shares
|
$224,478
0.03% of portfolio
|
Q3 2025
Reduced 45.62%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
2,373
shares
|
$223,536
0.14% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
2,372
shares
|
$223,442
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
2,359
shares
|
$222,217
0.09% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
2,356
shares
|
$221,935
0.08% of portfolio
|
Q3 2025
New holding
|
|