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 1,484 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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
619,787
shares
|
$58.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 15.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
609,963
shares
|
$57.5 Million
0.05% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
549,626
shares
|
$51.8 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
511,005
shares
|
$48.1 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
505,973
shares
|
$47.7 Million
0.31% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
501,996
shares
|
$47.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
500,271
shares
|
$47.1 Million
0.01% of portfolio
|
Q3 2025
Added 238.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
496,231
shares
|
$46.7 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
472,229
shares
|
$44.5 Million
8.11% of portfolio
|
Q4 2022
Added 1.54%
|
|
|
Sovereign Investment Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
450,059
shares
|
$42.4 Million
12.95% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
447,207
shares
|
$42.1 Million
0.23% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
445,185
shares
|
$41.9 Million
0.88% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
416,136
shares
|
$39.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
393,514
shares
|
$37.1 Million
3.81% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
370,580
shares
|
$34.9 Million
1.79% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
367,438
shares
|
$34.6 Million
0.12% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
366,545
shares
|
$34.5 Million
4.78% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
362,245
shares
|
$34.1 Million
8.48% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
350,888
shares
|
$33.1 Million
2.29% of portfolio
|
Q4 2023
Added 8.01%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
349,295
shares
|
$32.9 Million
0.04% of portfolio
|
Q3 2025
Added 42.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
349,094
shares
|
$32.9 Million
1.79% of portfolio
|
Q4 2023
Reduced 19.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
338,098
shares
|
$31.8 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
331,718
shares
|
$31.2 Million
0.25% of portfolio
|
Q3 2025
Reduced 30.3%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
307,540
shares
|
$29 Million
4.99% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
306,619
shares
|
$28.9 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|