ISHARES ESG MSCI USA MIN VOL FACTOR ETF - Common Stock (ESMV) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2021 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
ESMV
Shares outstanding
250,000
Price per share
$29.07
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
179,008
Total reported value
$5,596,874
% of total 13F portfolios
0%
Share change
+38,063
Value change
+$1,529,963
Number of holders
9
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ISHARES ESG MSCI USA MIN VOL FACTOR ETF - Common Stock (ESMV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 36% +20% $2,567,700 90,000 0% BlackRock Portfolio Management LLC 31 Aug 2025

As of 31 Dec 2025, 9 institutional investors reported holding 179,008 shares of ISHARES ESG MSCI USA MIN VOL FACTOR ETF - Common Stock (ESMV). This represents 72% of the company’s total 250,000 outstanding shares.

Top 10 Institutional Shareholders

The largest institutional shareholders of ISHARES ESG MSCI USA MIN VOL FACTOR ETF - Common Stock (ESMV) together control 72% 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
BlackRock, Inc. 36% 90,000 0% 0% $2,595,087
Virtue Capital Management, LLC 16% 40,063 0.25% $1,590,100
Tower Research Capital LLC (TRC) 7.2% 18,027 +31% 0.01% $519,796
CITADEL ADVISORS LLC 5% 12,464 +13% 0% $359,391
Ascent Group, LLC 2.9% 7,230 0% 0.01% $208,472
Portfolio Design Labs, LLC 2.9% 7,230 0% 0.03% $208,472
Redwood Park Advisors LLC 1.4% 3,496 +0.46% 0.07% $100,793
CWM, LLC 0.15% 368 -0.81% 0% $11,000
JPMORGAN CHASE & CO 0.05% 130 -0.76% 0% $3,763
Perigon Wealth Management, LLC 0% 0 -100% $0

Institutional Holders of ISHARES ESG MSCI USA MIN VOL FACTOR ETF - Common Stock (ESMV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 179,008 $5,596,874 +$1,529,963 $28.83 9
2025 Q3 166,718 $4,861,080 -$1,679,432 $29.16 10
2025 Q2 224,444 $6,490,471 +$584,532 $28.92 12
2025 Q1 204,230 $5,849,357 -$1,423,488 $28.64 9
2024 Q4 217,622 $6,069,655 -$3,283,348 $27.80 10
2024 Q3 367,486 $10,562,270 -$433,712 $28.74 9
2024 Q2 357,545 $9,450,300 -$530,767 $26.43 10
2024 Q1 377,627 $10,052,714 +$4,306,204 $26.62 8
2023 Q4 215,858 $5,400,453 -$1,605,023 $25.02 5
2023 Q3 280,781 $6,421,462 +$488,872 $22.87 6
2023 Q2 257,747 $6,134,308 +$900,463 $23.79 5
2023 Q1 220,227 $5,080,327 -$296,614 $23.07 5
2022 Q4 233,462 $5,304,495 +$1,254,590 $22.72 7
2022 Q3 178,086 $3,670,000 -$112,316 $20.61 3
2022 Q2 183,546 $4,010,000 -$33,584 $21.85 2
2022 Q1 185,083 $4,509,000 -$144,299 $24.37 2
2021 Q4 191,004 $4,974,000 +$4,974,000 $26.04 2