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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
107,915
shares
|
$10.2 Million
3.93% of portfolio
|
Q1 2023
Added 19.71%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
107,544
shares
|
$10.1 Million
0.81% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
106,742
shares
|
$10.1 Million
2.11% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
106,470
shares
|
$10 Million
1.77% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
106,040
shares
|
$9.99 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
105,804
shares
|
$9.97 Million
2.75% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
105,202
shares
|
$9.91 Million
2.89% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
105,022
shares
|
$9.89 Million
1.37% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
103,318
shares
|
$9.73 Million
1.72% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
102,883
shares
|
$9.69 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
102,529
shares
|
$9.66 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Bay Rivers Group
|
Oct 07, 2025 Q3 2025 |
102,372
shares
|
$9.64 Million
4.36% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
102,083
shares
|
$9.62 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.96%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
101,970
shares
|
$9.61 Million
3.93% of portfolio
|
Q3 2025
Reduced 42.09%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
101,816
shares
|
$9.59 Million
0.27% of portfolio
|
Q3 2025
Added 74.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
101,314
shares
|
$9.54 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
101,023
shares
|
$9.52 Million
1.64% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
100,730
shares
|
$9.49 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.22%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
99,345
shares
|
$9.36 Million
5.47% of portfolio
|
Q3 2025
Reduced 53.47%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
98,941
shares
|
$9.32 Million
0.27% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,757
shares
|
$9.11 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
96,356
shares
|
$9.08 Million
0.05% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
96,276
shares
|
$9.07 Million
0.3% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
95,780
shares
|
$9.02 Million
1.59% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
95,395
shares
|
$8.99 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.66%
|
|