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 1,472 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,696,374
shares
|
$1.28 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%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
12,533,165
shares
|
$1.17 Billion
0.08% of portfolio
|
Q2 2025
Reduced 28.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,245,944
shares
|
$956 Million
0.58% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
6,831,899
shares
|
$638 Million
1.06% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,313,739
shares
|
$589 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
|
$510 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
|
$487 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,686,964
shares
|
$437 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
|
$399 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,846,029
shares
|
$359 Million
0.03% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
3,752,960
shares
|
$350 Million
8.53% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,658,502
shares
|
$341 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
|
$333 Million
0.44% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
3,562,314
shares
|
$332 Million
6.84% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,465,922
shares
|
$323 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,892,840
shares
|
$270 Million
0.07% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,168,200
shares
|
$202 Million
0.4% of portfolio
|
Q2 2025
Added 264.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,142,277
shares
|
$200 Million
0.36% of portfolio
|
Q2 2025
Added 26.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,036,321
shares
|
$190 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,904,012
shares
|
$178 Million
0.13% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,746,262
shares
|
$163 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
|
$142 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
1,494,981
shares
|
$140 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%
|