13F reference period
Q3 2026
Security Snapshot
iShares MSCI USA Min Vol Factor ETF - COMMON STOCK (USMV) Institutional Ownership
CUSIP: 46429B697
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
1,043
Shares (Excl. Options)
95.34M
Full value: 95,342,955 · shares · 30 Sep 2026Price
$97.44
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- USMV
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 95,342,955
- Total 13F value
- $9,308,723,861
- Portfolio coverage rank
- 0.05%
- Share change
- -3,035,794
- Value change
- -$292,622,656
- Number of holders
- 1,043
- Shares outstanding
- 244,218,928
- SEC-reported price per share
- $99.49
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- USMV - iShares MSCI USA Min Vol Factor ETF - COMMON STOCK is tracked under CUSIP 46429B697.
- 1043 institutions reported positions in Q3 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 1,383 to 1,043 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$16.53B
Full value: $16,531,952,615 · USD · 30 Jun 2026.$9.31B
Full value: $9,308,723,861 · USD · 30 Sep 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1043 institutions filings for Q3 2026.
Security key
46429B697
13F reference period
Q3 2026
13F holders
1,043
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46429B697:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
USMV
| 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 30 Sep 2026,
1,043
institutional investors reported holding
shares of
iShares MSCI USA Min Vol Factor ETF - COMMON STOCK (USMV).
This represents
39%
of the company’s total
outstanding shares.
95.34M
Full value: 95,342,955 · shares · 30 Sep 2026244.22M
Full value: 244,218,928 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
27%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 6.1% | 14,983,393 | +2.3% | 0.39% | $1,459,981,832 |
| MORGAN STANLEY | 5.4% | 13,248,415 | -5.6% | 0.07% | $1,290,925,714 |
| LPL Financial LLC | 2.6% | 6,412,548 | -19% | 0.13% | $624,838,621 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2% | 4,976,002 | +5.8% | 0.74% | $496,377,548 |
| Millburn Ridgefield LLC /DE/ | 1.9% | 4,699,415 | +5.5% | 8.4% | $457,910,998 |
| Catalyst Capital Advisors LLC | 1.9% | 4,699,415 | +5.5% | 7.4% | $457,910,998 |
| Cetera Investment Advisers | 0.78% | 1,899,813 | -12% | 0.16% | $185,117,829 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.72% | 1,759,157 | -3.2% | 0.22% | $171,412,217 |
| Cerity Partners LLC | 0.56% | 1,372,434 | -0.06% | 0.15% | $133,729,881 |
| Geneos Wealth Management Inc. | 0.49% | 1,193,564 | +1.4% | 2.2% | $116,300,857 |
| ASSETMARK, INC | 0.44% | 1,071,075 | -20% | 0.18% | $104,365,529 |
| Focus Partners Wealth | 0.43% | 1,062,121 | -4.7% | 0.11% | $103,493,189 |
| Apollon Wealth Management, LLC | 0.41% | 989,315 | +1754% | 1.1% | $96,398,809 |
| Horizon Investments, LLC | 0.38% | 930,467 | -1.4% | 0.79% | $90,664,704 |
| Mariner, LLC | 0.38% | 920,420 | -0.85% | 0.09% | $89,685,674 |
| Brookstone Capital Management | 0.33% | 801,426 | -2.1% | 0.77% | $78,090,965 |
| SECURIAN ASSET MANAGEMENT, INC | 0.32% | 792,087 | -5.4% | 2.8% | $77,180,957 |
| CAPTRUST FINANCIAL ADVISORS | 0.31% | 754,387 | +4% | 0.11% | $73,507,503 |
| NewEdge Advisors, LLC | 0.29% | 713,692 | +1% | 0.2% | $69,542,163 |
| MAI Capital Management | 0.29% | 696,215 | +1.4% | 0.25% | $67,839,206 |
| Qube Research & Technologies Ltd | 0.28% | 674,449 | -6.5% | 0.06% | $65,718,311 |
| HighTower Advisors, LLC | 0.27% | 664,592 | -0.54% | 0.06% | $64,757,811 |
| US BANCORP \DE\ | 0.26% | 635,347 | -5.7% | 0.07% | $61,908,212 |
| Private Advisor Group, LLC | 0.25% | 606,991 | +1% | 0.2% | $59,145,219 |
| STIFEL FINANCIAL CORP | 0.23% | 570,160 | -4.2% | 0.05% | $55,556,315 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 95,342,955 | $9,308,723,861 | -$292,622,656 | $97.44 | 1,043 |
| 2026 Q2 | 171,356,014 | $16,531,952,615 | -$93,016,449 | $96.46 | 1,383 |
| 2026 Q1 | 172,903,390 | $16,035,000,472 | -$443,831,400 | $92.74 | 1,368 |
| 2025 Q4 | 178,785,259 | $16,838,359,653 | -$164,583,274 | $94.16 | 1,371 |
| 2025 Q3 | 179,587,483 | $17,087,958,657 | -$79,741,660 | $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 |