iShares MSCI USA Min Vol Factor ETF - COMMON STOCK (USMV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
USMV
Shares outstanding
244,218,928
Price per share
$94.55
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
177,891,586
Total reported value
$16,752,970,207
% of total 13F portfolios
0.06%
Share change
-1,685,664
Value change
-$160,492,622
Number of holders
1,332
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares MSCI USA Min Vol Factor ETF - COMMON STOCK (USMV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 5% +8% $1,149,782,712 +$50,749,698 12,210,946 +4.6% FMR LLC 31 Dec 2025

As of 31 Dec 2025, 1,332 institutional investors reported holding 177,891,586 shares of iShares MSCI USA Min Vol Factor ETF - COMMON STOCK (USMV). This represents 73% of the company’s total 244,218,928 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares MSCI USA Min Vol Factor ETF - COMMON STOCK (USMV) together control 48% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 6.2% 15,236,841 +3.2% 0.09% $1,434,701,120
RAYMOND JAMES FINANCIAL INC 5.6% 13,773,118 +1.9% 0.4% $1,296,876,694
BANK OF AMERICA CORP /DE/ 5.3% 13,023,458 -5.6% 0.09% $1,226,288,802
FMR LLC 5% 12,210,947 +20% 0.06% $1,149,782,713
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2.9% 6,977,742 +2.1% 0.9% $659,752,188
LPL Financial LLC 2.6% 6,288,665 -3.9% 0.16% $592,140,659
PNC Financial Services Group, Inc. 1.9% 4,669,005 -8.8% 0.24% $439,633,531
BlackRock, Inc. 1.7% 4,161,785 -12% 0.01% $391,873,665
Millburn Ridgefield LLC /DE/ 1.5% 3,752,960 0% 8.4% $353,378,714
Catalyst Capital Advisors LLC 1.5% 3,752,960 0% 7.3% $353,378,714
JPMORGAN CHASE & CO 1.5% 3,542,763 +5.9% 0.02% $333,586,597
WELLS FARGO & COMPANY/MN 1.4% 3,509,626 +1% 0.06% $330,466,369
ENVESTNET ASSET MANAGEMENT INC 1.4% 3,480,989 -7.5% 0.1% $327,769,913
UBS Group AG 1.4% 3,418,226 -3.6% 0.06% $321,860,160
AMERIPRISE FINANCIAL INC 1.1% 2,808,144 +8.4% 0.06% $264,383,254
TWO SIGMA INVESTMENTS, LP 1% 2,492,600 -8.8% 0.35% $234,703,216
Cetera Investment Advisers 0.87% 2,123,167 +2.5% 0.22% $199,917,409
COMMONWEALTH EQUITY SERVICES, LLC 0.82% 1,995,478 -2% 0.25% $187,894,170
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.69% 1,675,239 -6.8% 0.1% $157,740,436
ROYAL BANK OF CANADA 0.68% 1,663,637 +2.4% 0.03% $156,647,000
ASSETMARK, INC 0.64% 1,554,364 -4.3% 0.3% $146,358,900
SEI INVESTMENTS CO 0.63% 1,531,309 +1.7% 0.14% $144,185,830
Cambridge Investment Research Advisors, Inc. 0.58% 1,418,508 +21% 0.35% $133,567,000
MERCER GLOBAL ADVISORS INC /ADV 0.52% 1,267,613 -1.5% 0.18% $119,358,512
JOHNSON INVESTMENT COUNSEL INC 0.51% 1,234,101 -3.3% 0.95% $116,202,909

Institutional Holders of iShares MSCI USA Min Vol Factor ETF - COMMON STOCK (USMV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 177,891,586 $16,752,970,207 -$160,492,622 $94.16 1,332
2025 Q3 179,598,371 $17,088,994,525 -$78,705,777 $95.14 1,292
2025 Q2 180,613,843 $16,954,041,702 -$802,042,158 $93.87 1,291
2025 Q1 189,361,343 $17,718,540,834 +$238,562,915 $93.66 1,289
2024 Q4 186,475,361 $16,559,166,104 -$1,502,328,703 $88.79 1,275
2024 Q3 203,564,763 $18,583,192,903 -$1,159,336,976 $91.31 1,184
2024 Q2 215,975,243 $18,151,051,514 -$588,972,913 $83.96 1,157
2024 Q1 222,487,639 $18,589,718,656 -$3,720,563,400 $83.58 1,165
2023 Q4 267,905,165 $20,907,158,874 -$3,055,360,204 $78.03 1,222
2023 Q3 304,900,737 $22,070,513,614 +$585,202,722 $72.38 1,145
2023 Q2 295,077,822 $21,931,507,466 +$242,085,129 $74.33 1,144
2023 Q1 287,622,494 $20,929,003,627 -$1,304,954,585 $72.74 1,119
2022 Q4 314,281,172 $22,668,159,278 +$540,738,834 $72.10 1,150
2022 Q3 302,449,435 $20,003,572,094 +$3,344,047,681 $66.10 1,052
2022 Q2 251,872,332 $17,695,933,629 +$413,488,084 $70.21 1,083
2022 Q1 245,879,884 $19,074,184,822 -$1,286,651,589 $77.57 1,116
2021 Q4 265,041,828 $21,420,145,655 +$1,028,887,451 $80.90 1,123
2021 Q3 245,879,846 $18,084,199,139 -$37,663,536 $73.50 970
2021 Q2 248,115,150 $18,268,456,745 -$2,029,972,020 $73.61 960
2021 Q1 277,400,415 $19,203,975,834 -$4,144,710,780 $69.19 979
2020 Q4 336,426,784 $22,846,089,983 -$1,814,315,472 $67.88 1,019
2020 Q3 355,908,382 $22,700,422,746 -$550,870,199 $63.73 895
2020 Q2 362,446,709 $21,969,070,023 -$820,129,193 $60.63 893
2020 Q1 375,551,716 $20,309,321,352 +$313,829,910 $54.01 873
2019 Q4 372,640,941 $24,470,510,500 +$504,874,011 $65.60 916
2019 Q3 358,955,650 $23,019,685,432 +$3,811,677,117 $64.10 764
2019 Q2 298,090,265 $18,428,459,400 +$1,670,992,724 $61.73 689
2019 Q1 269,907,662 $15,874,328,005 +$1,808,069,811 $58.80 645
2018 Q4 239,474,371 $12,559,647,682 +$2,589,641,604 $52.40 601
2018 Q3 180,336,908 $10,286,697,690 +$1,317,472,363 $57.04 480
2018 Q2 156,818,864 $8,339,739,044 -$66,091,698 $53.16 456
2018 Q1 158,343,890 $8,223,715,627 -$588,930,045 $51.93 462
2017 Q4 165,439,537 $8,734,193,265 +$546,309,705 $52.78 448
2017 Q3 149,441,184 $7,526,072,366 +$339,505,806 $50.34 365
2017 Q2 142,689,342 $6,979,391,255 +$437,531,834 $48.93 356
2017 Q1 133,718,714 $6,381,411,219 -$431,537,476 $47.72 339
2016 Q4 148,020,601 $6,693,919,553 -$1,692,428,475 $45.22 327
2016 Q3 182,773,586 $8,300,394,860 +$444,443,957 $45.43 311
2016 Q2 173,356,708 $8,013,621,919 +$1,004,812,240 $46.21 288
2016 Q1 150,804,289 $6,624,513,059 +$2,594,125,043 $43.93 274
2015 Q4 91,047,421 $3,805,367,742 +$544,823,771 $41.82 221
2015 Q3 76,486,535 $3,033,171,412 +$632,148,873 $39.59 182
2015 Q2 60,857,435 $2,455,965,249 +$419,328,747 $40.32 170
2015 Q1 50,495,022 $2,083,493,920 +$370,457,717 $41.26 152
2014 Q4 41,578,469 $1,683,112,764 +$380,618,517 $40.48 146
2014 Q3 30,443,408 $1,148,757,038 +$54,556,143 $37.68 116
2014 Q2 29,153,754 $1,085,009,596 +$96,925,745 $37.22 112
2014 Q1 26,408,240 $951,936,157 -$39,489,031 $36.05 102