Public ownership evidence

iShares MSCI USA Min Vol Factor ETF (USMV) Ownership Disclosures

Read USMV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares MSCI USA Min Vol Factor ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
24,193
Value (USD)
$2,265,918
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read USMV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read USMV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2924,193$2,265,918None
Corient Private Wealth LP2026-06-302026-08-2840,485$3,905,244None
HORAN Wealth, LLC2026-06-302026-08-276,812$657,127None
Dakota Wealth Management2025-09-302026-08-2760,369$5,743,521None
Dakota Wealth Management2025-12-312026-08-2760,438$5,690,857None
Dakota Wealth Management2026-03-312026-08-2758,592$5,433,845None
Advus Financial Partners, LLC2026-06-302026-08-2612,999$1,253,884None
Advus Financial Partners, LLC2026-03-312026-08-268,332$772,710None
Advus Financial Partners, LLC2024-09-302026-08-267,665$699,891None
Advus Financial Partners, LLC2024-06-302026-08-269,006$756,144None
Advus Financial Partners, LLC2024-03-312026-08-2610,224$854,522None
Advus Financial Partners, LLC2023-12-312026-08-2612,135$946,864None
Advus Financial Partners, LLC2023-09-302026-08-2614,919$1,079,809None
Advus Financial Partners, LLC2023-06-302026-08-2620,157$1,498,241None
Advus Financial Partners, LLC2023-03-312026-08-2619,458$1,415,346None
Advus Financial Partners, LLC2022-12-312026-08-266,368$459,160None
Advus Financial Partners, LLC2022-09-302026-08-264,346$287,287None
Advus Financial Partners, LLC2022-06-302026-08-264,265$299,455None
Advus Financial Partners, LLC2022-03-312026-08-263,298$255,830None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-262,344$220,711None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-227,674$740,220None
Rehmann Capital Advisory Group2026-06-302026-08-21257,439$24,841,481None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-211,200$115,752None
Bullock Wealth Management Group2026-06-302026-08-20785$76,059None
Custos Family Office, LLC2026-03-312026-08-2083,490$7,742,851None
Custos Family Office, LLC2026-06-302026-08-2084,419$8,143,022None
Kingsview Wealth Management, LLC2026-06-302026-08-2041,728$4,025,072None
Archer Investment Corp2026-06-302026-08-203,041$293,371None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-208,011$772,742None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2070,488$6,799,285None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,067,976$103,016,927None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,419,542$136,929,040None
Copia Wealth Management2026-06-302026-08-19163$15,723None
Strait & Sound Wealth Management LLC2026-06-302026-08-1911,957$1,153,372None
JDM Financial Group LLC2026-06-302026-08-19435$41,960None
Orion Capital Management LLC2026-06-302026-08-19700$67,522None
Nest Investments, LLC2026-03-312026-08-1916,341$1,515,501None
Nest Investments, LLC2025-12-312026-08-1914,105$1,328,089None
Glenview Trust Co2026-06-302026-08-195,103$492,235None
Rakuten Investment Management, Inc.2026-06-302026-08-19112,879$10,854,444None
Reality Financial Planning Services, LLC2026-06-302026-08-1834,214$3,300,282None
Strive Financial Group ,LLC2026-06-302026-08-1857$5,498None
Triton Financial Group Inc2026-06-302026-08-183,774$364,040None
Yukon Wealth Management, Inc.2026-06-302026-08-187,098$684,718None
Caitlin John, LLC2026-06-302026-08-18189$18,231None
Corient Private Wealth LP2026-06-302026-08-1841,643$4,016,890None
Old North State Trust, LLC2026-06-302026-08-184,605$444,000None
Empowered Funds, LLC2026-06-302026-08-1821,252$2,049,968None
Empowered Funds, LLC2026-06-302026-08-188,054$776,889None
Pure Financial Advisors, LLC2026-06-302026-08-182,369$228,522None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗HORAN Wealth, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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