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 |
|---|---|---|---|---|---|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
217,248
shares
|
$20.5 Million
11.31% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
216,971
shares
|
$20.4 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Oct 29, 2025 Q3 2025 |
215,866
shares
|
$20.3 Million
8.27% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
215,522
shares
|
$20.3 Million
2.17% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
212,469
shares
|
$20 Million
0.4% of portfolio
|
Q3 2025
Added 254.83%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
211,729
shares
|
$19.9 Million
0.43% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
210,695
shares
|
$19.8 Million
5.41% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
203,925
shares
|
$19.2 Million
3.5% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
202,854
shares
|
$19.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
202,847
shares
|
$19.1 Million
0.07% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
197,762
shares
|
$18.6 Million
22.21% of portfolio
|
Q2 2023
Added 9.68%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
195,243
shares
|
$18.4 Million
1.56% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
195,000
shares
|
$18.4 Million
0.06% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
193,364
shares
|
$18.2 Million
6.26% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
191,324
shares
|
$18 Million
1.72% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
181,376
shares
|
$17.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
178,606
shares
|
$16.8 Million
3.25% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
175,676
shares
|
$16.5 Million
0.13% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
174,337
shares
|
$16.4 Million
1.52% of portfolio
|
Q3 2025
Added 28.8%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
174,092
shares
|
$16.4 Million
2.97% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
173,403
shares
|
$16.3 Million
1.21% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
172,423
shares
|
$16.2 Million
7.71% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
169,564
shares
|
$16 Million
1.54% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
168,720
shares
|
$15.9 Million
5.5% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
168,471
shares
|
$15.9 Million
6.41% of portfolio
|
Q3 2025
Reduced 2.2%
|
|