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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
14,770,971
shares
|
$1.39 Billion
0.09% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
13,794,595
shares
|
$1.3 Billion
0.09% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
13,521,148
shares
|
$1.27 Billion
0.43% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,245,944
shares
|
$965 Million
0.58% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
6,831,899
shares
|
$644 Million
1.06% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
6,547,026
shares
|
$617 Million
0.19% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,221,417
shares
|
$492 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,119,584
shares
|
$482 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,280,000
shares
|
$403 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,762,161
shares
|
$354 Million
0.11% of portfolio
|
Q3 2025
Reduced 19.73%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
3,752,960
shares
|
$354 Million
8.53% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
3,752,960
shares
|
$354 Million
7.3% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,564,758
shares
|
$336 Million
0.44% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,545,978
shares
|
$334 Million
0.06% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,473,696
shares
|
$327 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,344,287
shares
|
$315 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.05%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,733,400
shares
|
$257 Million
0.44% of portfolio
|
Q3 2025
Added 26.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,591,072
shares
|
$244 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,071,039
shares
|
$195 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,036,321
shares
|
$192 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,797,261
shares
|
$169 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,624,366
shares
|
$153 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,623,864
shares
|
$153 Million
0.34% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
1,505,143
shares
|
$142 Million
0.16% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,286,426
shares
|
$121 Million
0.21% of portfolio
|
Q3 2025
Reduced 10.73%
|
|