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 |
|---|---|---|---|---|---|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
425
shares
|
$40,035
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
423
shares
|
$39,846
0.0% of portfolio
|
Q3 2024
Added 116.92%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
420
shares
|
$39,564
0.01% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
400
shares
|
$37,680
0.01% of portfolio
|
Q2 2023
Reduced 17.7%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
400
shares
|
$37,680
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
388
shares
|
$36,549
0.01% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
383
shares
|
$36,078
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
373
shares
|
$35,136
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
373
shares
|
$35,136
0.0% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
366
shares
|
$34,477
0.0% of portfolio
|
Q3 2025
Reduced 36.57%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
365
shares
|
$34,383
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
359
shares
|
$33,817
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
351
shares
|
$33,064
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
348
shares
|
$32,781
0.0% of portfolio
|
Q3 2025
Added 63.38%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
340
shares
|
$32,028
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
340
shares
|
$32,028
0.01% of portfolio
|
Q2 2025
Reduced 48.64%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
340
shares
|
$32,028
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
340
shares
|
$32,028
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
334
shares
|
$31,462
0.02% of portfolio
|
Q1 2025
Added 35.22%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
333
shares
|
$31,368
0.01% of portfolio
|
Q4 2025
Added 437.1%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
331
shares
|
$31,180
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
327
shares
|
$30,803
0.03% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
324
shares
|
$30,520
0.0% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
318
shares
|
$29,955
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
315
shares
|
$29,673
0.01% of portfolio
|
Q3 2024
Reduced 66.7%
|
|