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
253,738,561
Price per share
$94.16
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
179,349,409
Total reported value
$17,064,995,096
% of total 13F portfolios
0.08%
Share change
-871,502
Value change
-$79,899,622
Number of holders
1,287
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 4.6% $1,048,843,567 11,671,974 FMR LLC 31 Dec 2024

As of 30 Sep 2025, 1,287 institutional investors reported holding 179,349,409 shares of iShares MSCI USA Min Vol Factor ETF - COMMON STOCK (USMV). This represents 71% of the company’s total 253,738,561 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares MSCI USA Min Vol Factor ETF - COMMON STOCK (USMV) together control 46% 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 5.8% 14,770,970 +18% 0.09% $1,405,310,259
BANK OF AMERICA CORP /DE/ 5.4% 13,794,595 +0.72% 0.1% $1,312,417,775
RAYMOND JAMES FINANCIAL INC 5.3% 13,521,148 +1.5% 0.41% $1,286,401,966
FMR LLC 4% 10,191,385 -3.7% 0.05% $969,608,433
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2.7% 6,831,899 +2.3% 0.98% $650,670,120
LPL Financial LLC 2.6% 6,547,026 +3.7% 0.18% $622,883,974
PNC Financial Services Group, Inc. 2% 5,119,584 -6.2% 0.3% $487,077,241
BlackRock, Inc. 1.9% 4,713,785 +3.6% 0.01% $448,469,504
ENVESTNET ASSET MANAGEMENT INC 1.5% 3,762,161 -20% 0.1% $357,931,952
Millburn Ridgefield LLC /DE/ 1.5% 3,752,960 +5.4% 8.5% $357,056,614
Catalyst Capital Advisors LLC 1.5% 3,752,960 +5.4% 7.2% $357,056,614
UBS Group AG 1.4% 3,545,978 +2.3% 0.07% $337,364,347
WELLS FARGO & COMPANY/MN 1.4% 3,473,696 -5.1% 0.07% $330,487,422
JPMORGAN CHASE & CO 1.3% 3,344,287 -2.5% 0.02% $318,175,631
TWO SIGMA INVESTMENTS, LP 1.1% 2,733,400 +26% 0.4% $260,055,676
AMERIPRISE FINANCIAL INC 1% 2,591,072 -10% 0.06% $247,131,090
Cetera Investment Advisers 0.82% 2,071,039 -3.3% 0.23% $197,038,683
COMMONWEALTH EQUITY SERVICES, LLC 0.8% 2,036,321 -7.5% 0.25% $193,736,000
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.71% 1,797,261 -5.6% 0.11% $170,991,438
ROYAL BANK OF CANADA 0.64% 1,624,366 +6.9% 0.03% $154,543,000
ASSETMARK, INC 0.64% 1,623,864 -7% 0.33% $154,494,429
SEI INVESTMENTS CO 0.59% 1,505,143 +0.68% 0.15% $143,201,490
MERCER GLOBAL ADVISORS INC /ADV 0.51% 1,286,426 -11% 0.2% $122,390,567
JOHNSON INVESTMENT COUNSEL INC 0.5% 1,276,772 +1% 1% $121,472,057
Dynasty Wealth Management, LLC 0.5% 1,261,838 +7.2% 1.6% $120,051,298

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 9,423,721 $890,063,011 +$6,135,066 $94.16 97
2025 Q3 179,349,409 $17,064,995,096 -$79,899,622 $95.14 1,287
2025 Q2 180,613,843 $16,954,041,702 -$802,042,052 $93.87 1,291
2025 Q1 189,324,443 $17,715,084,761 +$237,518,609 $93.66 1,288
2024 Q4 185,514,678 $16,475,800,642 -$1,545,945,934 $88.79 1,263
2024 Q3 202,473,512 $18,483,620,984 -$1,170,920,204 $91.31 1,172
2024 Q2 214,892,142 $18,060,088,118 -$584,981,119 $83.96 1,135
2024 Q1 221,428,367 $18,501,143,746 -$4,113,051,870 $83.58 1,154
2023 Q4 1,428,441 $111,410,929 +$4,686,864 $78.03 23
2023 Q3 298,023,574 $21,572,515,367 +$401,753,170 $72.38 1,124
2023 Q2 276,575,729 $20,556,499,150 +$52,681,676 $74.33 1,124
2023 Q1 270,416,017 $19,677,600,141 -$1,295,169,162 $72.74 1,099
2022 Q4 312,942,005 $22,571,419,618 +$494,702,840 $72.10 1,131
2022 Q3 301,288,725 $19,926,619,323 +$3,299,820,440 $66.10 1,036
2022 Q2 233,924,437 $16,435,781,719 -$65,673,118 $70.21 1,066
2022 Q1 242,374,024 $18,802,032,945 -$1,256,671,350 $77.57 1,100
2021 Q4 264,048,101 $21,339,609,393 +$1,021,978,055 $80.90 1,110
2021 Q3 245,200,514 $18,034,138,369 -$39,054,644 $73.50 961
2021 Q2 247,457,265 $18,219,749,860 -$2,027,286,440 $73.61 951
2021 Q1 276,706,599 $19,155,788,738 -$4,131,222,354 $69.19 969
2020 Q4 335,489,604 $22,782,354,886 -$1,799,441,990 $67.88 1,007
2020 Q3 355,398,736 $22,667,830,123 -$622,558,272 $63.73 888
2020 Q2 361,844,225 $21,932,433,517 -$814,440,611 $60.63 887
2020 Q1 365,526,360 $19,766,565,649 +$231,139,406 $54.01 864
2019 Q4 371,669,176 $24,406,645,800 +$665,457,080 $65.60 907
2019 Q3 357,280,650 $22,909,798,271 +$3,748,190,154 $64.10 756
2019 Q2 297,582,934 $18,397,141,965 +$1,669,359,414 $61.73 683
2019 Q1 267,762,166 $15,748,070,090 +$1,824,839,343 $58.80 640
2018 Q4 239,403,170 $12,555,823,843 +$2,585,351,623 $52.40 599
2018 Q3 180,207,643 $10,266,675,355 +$1,266,596,508 $57.04 478
2018 Q2 156,440,307 $8,319,539,697 -$69,739,837 $53.16 454
2018 Q1 158,049,975 $8,208,451,889 -$579,099,978 $51.93 460
2017 Q4 165,036,947 $8,712,852,522 +$570,038,062 $52.78 445
2017 Q3 149,418,892 $7,524,949,914 +$339,510,821 $50.34 363
2017 Q2 142,674,234 $6,978,652,021 +$390,359,611 $48.93 355
2017 Q1 133,718,714 $6,381,411,219 -$436,433,890 $47.72 339
2016 Q4 148,020,601 $6,693,919,553 -$1,670,340,846 $45.22 327
2016 Q3 182,773,586 $8,300,394,860 +$403,372,360 $45.43 311
2016 Q2 173,356,708 $8,013,621,919 +$1,004,157,210 $46.21 288
2016 Q1 150,817,189 $6,624,991,059 +$2,578,836,272 $43.93 274
2015 Q4 91,030,116 $3,804,667,236 +$666,184,219 $41.82 220
2015 Q3 76,486,535 $3,033,171,412 +$632,268,571 $39.59 182
2015 Q2 60,791,140 $2,453,291,249 +$408,550,583 $40.32 169
2015 Q1 50,490,162 $2,083,292,920 +$370,312,809 $41.26 151
2014 Q4 41,578,469 $1,683,112,764 +$380,618,700 $40.48 146
2014 Q3 30,443,408 $1,148,757,038 +$52,478,545 $37.68 116
2014 Q2 29,099,084 $1,082,974,784 +$97,088,344 $37.22 111
2014 Q1 26,408,240 $951,936,157 -$39,489,065 $36.05 102