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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
95,305
shares
|
$8.98 Million
0.72% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
94,871
shares
|
$8.94 Million
0.34% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
93,898
shares
|
$8.85 Million
0.57% of portfolio
|
Q3 2023
Reduced 49.93%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
93,310
shares
|
$8.79 Million
0.19% of portfolio
|
Q3 2025
Added 1292.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
92,604
shares
|
$8.72 Million
0.24% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
91,533
shares
|
$8.62 Million
2.34% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
89,900
shares
|
$8.47 Million
0.25% of portfolio
|
Q2 2020
Added 34.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
89,691
shares
|
$8.45 Million
0.14% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
87,776
shares
|
$8.27 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
85,464
shares
|
$8.05 Million
2.16% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
85,448
shares
|
$8.05 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
85,186
shares
|
$8.02 Million
0.14% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
84,757
shares
|
$7.98 Million
0.19% of portfolio
|
Q2 2025
Reduced 66.62%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
84,520
shares
|
$7.96 Million
0.15% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
84,374
shares
|
$7.95 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
83,738
shares
|
$7.89 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
83,204
shares
|
$7.84 Million
1.17% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
83,185
shares
|
$7.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
82,735
shares
|
$7.79 Million
4.24% of portfolio
|
Q3 2025
Added 1942.34%
|
|
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
Nov 12, 2025 Q3 2025 |
81,847
shares
|
$7.71 Million
7.69% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
80,685
shares
|
$7.6 Million
0.46% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
80,652
shares
|
$7.6 Million
4.95% of portfolio
|
Q4 2022
Reduced 1.08%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
79,645
shares
|
$7.5 Million
3.03% of portfolio
|
Q3 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
79,076
shares
|
$7.45 Million
0.05% of portfolio
|
Q2 2025
Added 1931.24%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
78,604
shares
|
$7.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.58%
|
|