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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
312
shares
|
$29,390
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
310
shares
|
$29,202
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
309
shares
|
$29,107
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
306
shares
|
$28,825
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
304
shares
|
$28,636
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
303
shares
|
$28,542
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
293
shares
|
$27,600
0.0% of portfolio
|
Q2 2025
Reduced 32.02%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
290
shares
|
$27,318
0.01% of portfolio
|
Q1 2024
Reduced 76.25%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
284
shares
|
$26,752
0.01% of portfolio
|
Q3 2025
Reduced 66.55%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
274
shares
|
$25,810
0.0% of portfolio
|
Q4 2023
Reduced 81.08%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
271
shares
|
$25,528
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
258
shares
|
$24,303
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
258
shares
|
$24,303
0.05% of portfolio
|
Q3 2025
Reduced 62.5%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
254
shares
|
$23,926
0.22% of portfolio
|
Q2 2025
Reduced 69.02%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
250
shares
|
$23,550
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
243
shares
|
$22,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
232
shares
|
$21,854
0.01% of portfolio
|
Q3 2025
Added 44.1%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
229
shares
|
$21,571
0.0% of portfolio
|
Q3 2025
Reduced 63.54%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
228
shares
|
$21,477
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
225
shares
|
$21,195
0.0% of portfolio
|
Q1 2024
Reduced 21.88%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
224
shares
|
$21,100
0.01% of portfolio
|
Q2 2024
Reduced 28.66%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
223
shares
|
$21,006
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
217
shares
|
$20,441
0.0% of portfolio
|
Q3 2025
Reduced 43.78%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
216
shares
|
$20,347
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
203
shares
|
$19,122
0.0% of portfolio
|
Q1 2025
Added 33.55%
|
|