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 Q1 2026

Latest Period

Q4 2025

Institutions Reporting

1,353

Shares (Excl. Options)

178,651,264

Price

$94.16

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place.

Create free account to save this page Review latest holder period
Type / Class
Equity / COMMON STOCK
Symbol
USMV
Shares outstanding
244,218,928
Price per share
$92.74
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
178,651,264
Total reported value
$16,825,741,597
% of total 13F portfolios
0.06%
Share change
-1,671,823
Value change
-$159,163,071
Number of holders
1,353
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • USMV - iShares MSCI USA Min Vol Factor ETF - COMMON STOCK is tracked under CUSIP 46429B697.
  • 1353 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 1,353 to 270 between Q4 2025 and Q1 2026.
  • Reported value moved from $16,825,741,597 to $1,151,531,485.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 1353 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 46429B697?
CUSIP 46429B697 identifies USMV - iShares MSCI USA Min Vol Factor ETF - COMMON STOCK in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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, 1,353 institutional investors reported holding 178,651,264 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
2026 Q1 12,393,535 $1,151,531,485 -$328,129,884 $92.74 270
2025 Q4 178,651,264 $16,825,741,597 -$159,163,071 $94.16 1,353
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
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