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 |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
166,362
shares
|
$15.7 Million
2.71% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
165,659
shares
|
$15.6 Million
6.17% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
164,947
shares
|
$15.5 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
164,639
shares
|
$15.5 Million
2.41% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
164,214
shares
|
$15.5 Million
0.16% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
159,866
shares
|
$15.1 Million
0.1% of portfolio
|
Q3 2025
Added 17.83%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
159,694
shares
|
$15 Million
0.1% of portfolio
|
Q3 2025
Added 28.14%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
154,661
shares
|
$14.6 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
153,659
shares
|
$14.5 Million
2.28% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
152,898
shares
|
$14.4 Million
0.44% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
148,101
shares
|
$14 Million
0.4% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
147,508
shares
|
$13.9 Million
0.37% of portfolio
|
Q3 2025
Reduced 18.47%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
146,794
shares
|
$13.8 Million
1.29% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
144,813
shares
|
$13.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
141,799
shares
|
$13.4 Million
4.94% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
141,264
shares
|
$13.3 Million
0.78% of portfolio
|
Q3 2023
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
141,035
shares
|
$13.3 Million
0.31% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
140,722
shares
|
$13.3 Million
2.01% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
137,858
shares
|
$13 Million
5.91% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
137,701
shares
|
$13 Million
0.14% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
136,791
shares
|
$12.9 Million
4.21% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
136,532
shares
|
$12.9 Million
0.87% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
135,943
shares
|
$12.8 Million
2.89% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
135,589
shares
|
$12.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
133,216
shares
|
$12.5 Million
7.06% of portfolio
|
Q3 2025
Added 1.94%
|
|