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 1,458 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 $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
17,509,357
shares
|
$1.63 Billion
0.12% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,696,374
shares
|
$1.27 Billion
0.1% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
13,315,040
shares
|
$1.24 Billion
0.45% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,245,944
shares
|
$951 Million
0.58% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,675,665
shares
|
$620 Million
1.13% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,313,739
shares
|
$586 Million
0.21% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,459,821
shares
|
$507 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,221,417
shares
|
$485 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,686,964
shares
|
$435 Million
0.13% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,280,000
shares
|
$397 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,846,029
shares
|
$357 Million
0.03% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,658,502
shares
|
$340 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,564,758
shares
|
$331 Million
0.44% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
3,562,314
shares
|
$331 Million
8.05% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
3,562,314
shares
|
$331 Million
6.84% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,465,922
shares
|
$322 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,892,840
shares
|
$269 Million
0.07% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,202,341
shares
|
$204 Million
0.27% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,168,200
shares
|
$201 Million
0.4% of portfolio
|
Q2 2025
Added 264.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,142,277
shares
|
$199 Million
0.36% of portfolio
|
Q2 2025
Added 26.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,904,012
shares
|
$177 Million
0.13% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,746,262
shares
|
$162 Million
0.39% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,519,813
shares
|
$141 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
1,494,981
shares
|
$139 Million
0.17% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,441,028
shares
|
$134 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.8%
|