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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
701
shares
|
$66,034
0.01% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
700
shares
|
$65,940
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
695
shares
|
$65,469
0.01% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
690
shares
|
$64,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
680
shares
|
$64,056
0.02% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
664
shares
|
$62,548
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
639
shares
|
$60,193
0.0% of portfolio
|
Q4 2024
Reduced 72.87%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
630
shares
|
$59,346
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
630
shares
|
$59,346
0.02% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
606
shares
|
$57,085
0.02% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
600
shares
|
$56,520
0.01% of portfolio
|
Q1 2022
Reduced 22.08%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
595
shares
|
$56,049
0.01% of portfolio
|
Q3 2025
Reduced 41.26%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
545
shares
|
$51,339
0.02% of portfolio
|
Q2 2025
Added 54400.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
539
shares
|
$50,773
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
529
shares
|
$49,831
0.02% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
510
shares
|
$48,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
491
shares
|
$46,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
489
shares
|
$46,063
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
484
shares
|
$45,592
0.06% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
471
shares
|
$44,368
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
470
shares
|
$44,274
0.1% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
450
shares
|
$42,390
0.0% of portfolio
|
Q4 2023
Reduced 31.82%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
438
shares
|
$41,259
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
430
shares
|
$40,506
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
428
shares
|
$40,317
0.0% of portfolio
|
Q3 2025
Reduced 98.2%
|
|