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 1,445 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 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
|
$1.64 Billion
0.12% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
14,078,288
shares
|
$1.32 Billion
0.11% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
13,123,587
shares
|
$1.23 Billion
0.48% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,245,944
shares
|
$958 Million
0.58% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,624,202
shares
|
$619 Million
1.27% of portfolio
|
Q1 2025
Added 102.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,876,594
shares
|
$550 Million
0.22% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,759,372
shares
|
$539 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,221,417
shares
|
$488 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,605,177
shares
|
$431 Million
0.14% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,280,000
shares
|
$400 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,846,029
shares
|
$360 Million
0.03% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,823,522
shares
|
$358 Million
0.08% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
3,755,502
shares
|
$351 Million
8.45% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
3,755,502
shares
|
$351 Million
7.27% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,564,758
shares
|
$333 Million
0.44% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,556,459
shares
|
$333 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
2,918,749
shares
|
$273 Million
3.81% of portfolio
|
Q1 2025
Reduced 37.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,440,656
shares
|
$228 Million
0.06% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,185,595
shares
|
$204 Million
0.29% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,182,869
shares
|
$204 Million
0.42% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,832,687
shares
|
$171 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,728,408
shares
|
$162 Million
0.04% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,696,381
shares
|
$159 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,643,022
shares
|
$154 Million
0.43% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,529,810
shares
|
$143 Million
0.33% of portfolio
|
Q1 2025
Reduced 9.91%
|