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 1,396 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
16,721,946
shares
|
$1.52 Billion
0.11% of portfolio
|
Q4 2024
Reduced 23.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
15,809,681
shares
|
$1.44 Billion
0.12% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
13,248,544
shares
|
$1.2 Billion
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,245,944
shares
|
$931 Million
0.58% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,624,202
shares
|
$602 Million
1.27% of portfolio
|
Q1 2025
Added 102.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
6,175,929
shares
|
$561 Million
0.37% of portfolio
|
Q4 2024
Reduced 37.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,685,914
shares
|
$517 Million
0.21% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,221,417
shares
|
$474 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
4,702,762
shares
|
$427 Million
6.24% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,492,363
shares
|
$408 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,280,000
shares
|
$389 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,866,056
shares
|
$351 Million
0.07% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
3,755,502
shares
|
$341 Million
8.45% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,696,978
shares
|
$336 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
3,651,407
shares
|
$332 Million
6.96% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,564,758
shares
|
$324 Million
0.44% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,277,464
shares
|
$298 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,205,539
shares
|
$200 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,126,594
shares
|
$193 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,099,340
shares
|
$191 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,963,662
shares
|
$178 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,720,784
shares
|
$156 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,697,997
shares
|
$154 Million
0.37% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,637,223
shares
|
$149 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,606,337
shares
|
$146 Million
0.39% of portfolio
|
Q4 2024
Added 0.64%
|