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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
303,960
shares
|
$28.6 Million
0.01% of portfolio
|
Q3 2025
Added 65.75%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
303,422
shares
|
$28.6 Million
1.95% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
296,590
shares
|
$27.9 Million
3.1% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
283,353
shares
|
$26.7 Million
0.53% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
267,969
shares
|
$25.2 Million
0.08% of portfolio
|
Q3 2025
Added 148.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
267,224
shares
|
$25.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
266,139
shares
|
$25.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
263,666
shares
|
$24.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
249,579
shares
|
$23.5 Million
1.92% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
248,744
shares
|
$23.4 Million
1.37% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
247,419
shares
|
$23.3 Million
4.09% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
246,179
shares
|
$23.2 Million
2.64% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
243,271
shares
|
$22.9 Million
0.69% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
241,427
shares
|
$22.7 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
239,934
shares
|
$22.6 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
238,345
shares
|
$22.5 Million
6.66% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
237,558
shares
|
$22.4 Million
0.13% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
236,122
shares
|
$22.2 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
233,331
shares
|
$22 Million
0.2% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
227,905
shares
|
$21.5 Million
3.22% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
227,778
shares
|
$21.5 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
220,425
shares
|
$20.8 Million
0.0% of portfolio
|
Q3 2025
Added 79.88%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
219,257
shares
|
$20.7 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
218,432
shares
|
$20.6 Million
2.47% of portfolio
|
Q2 2023
Reduced 2.74%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
217,277
shares
|
$20.5 Million
7.7% of portfolio
|
Q3 2025
Reduced 1.43%
|
|