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 1,410 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 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
|
$1.55 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
|
$1.46 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
|
$1.23 Billion
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,245,944
shares
|
$948 Million
0.58% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,624,202
shares
|
$613 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
|
$572 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
|
$526 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
|
$483 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
|
$435 Million
6.24% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,605,177
shares
|
$426 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
|
$396 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,866,056
shares
|
$358 Million
0.07% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
3,755,502
shares
|
$348 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
|
$348 Million
7.27% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,696,978
shares
|
$342 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,564,758
shares
|
$330 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
|
$303 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,205,539
shares
|
$204 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,182,869
shares
|
$202 Million
0.42% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,126,594
shares
|
$197 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,963,662
shares
|
$182 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,720,784
shares
|
$159 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
|
$157 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
|
$152 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,606,337
shares
|
$149 Million
0.39% of portfolio
|
Q4 2024
Added 0.64%
|