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 |
|---|---|---|---|---|---|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
129,991
shares
|
$12.2 Million
2.93% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
128,838
shares
|
$12.1 Million
1.56% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
128,809
shares
|
$12.1 Million
9.22% of portfolio
|
Q3 2025
Added 62.97%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
128,013
shares
|
$12.1 Million
1.09% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
127,498
shares
|
$12 Million
9.13% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
125,695
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
123,334
shares
|
$11.6 Million
2.01% of portfolio
|
Q3 2025
Reduced 66.61%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
123,262
shares
|
$11.6 Million
1.02% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
123,164
shares
|
$11.6 Million
4.42% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
120,927
shares
|
$11.4 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
120,717
shares
|
$11.4 Million
0.77% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
120,058
shares
|
$11.3 Million
0.29% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
119,803
shares
|
$11.3 Million
0.85% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
118,834
shares
|
$11.2 Million
0.25% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
118,000
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 62.89%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
117,128
shares
|
$11 Million
3.39% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
116,373
shares
|
$11 Million
2.68% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
116,107
shares
|
$10.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
114,539
shares
|
$10.8 Million
2.24% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
114,261
shares
|
$10.8 Million
0.27% of portfolio
|
Q3 2025
Added 31.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
113,934
shares
|
$10.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
111,812
shares
|
$10.5 Million
0.4% of portfolio
|
Q3 2025
Reduced 63.71%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
110,582
shares
|
$10.4 Million
0.23% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
110,277
shares
|
$10.4 Million
4.17% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
108,061
shares
|
$10.2 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.29%
|
|