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

Q1 2026

Institutions Reporting

1,351

Shares (Excl. Options)

172,536,684

Price

$92.74

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.07%
Share change
-4,803,969
Value change
-$446,771,638
Number of holders
1,351
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
244,218,928
SEC-reported price per share
$94.10
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • USMV - iShares MSCI USA Min Vol Factor ETF - COMMON STOCK is tracked under CUSIP 46429B697.
  • 1351 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 1,370 to 1,351 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $16,841,237,575 to $16,000,991,890.

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

Latest holder context comes from 1351 institutions filings for Q1 2026.

Open SEC evidence

Security key

46429B697

Latest holder period

Q1 2026

13F holders

1,351

13D/G owners

1

CIK / CUSIP context first

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 31 Mar 2026, 1,351 institutional investors reported holding 172,536,684 shares of iShares MSCI USA Min Vol Factor ETF - COMMON STOCK (USMV). This represents 71% of the company’s total 244,218,928 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
46%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 6.3% 15,351,246 +26% 0.08% $1,423,674,565
RAYMOND JAMES FINANCIAL INC 5.8% 14,250,677 +3.5% 0.41% $1,321,607,732
BANK OF AMERICA CORP /DE/ 5.2% 12,775,026 -1.9% 0.09% $1,184,755,926
MORGAN STANLEY 5.2% 12,748,909 -16% 0.07% $1,182,333,950
LPL Financial LLC 2.6% 6,281,097 -0.12% 0.15% $582,508,936
PNC FINANCIAL SERVICES GROUP, INC. 1.8% 4,482,760 -4% 0.24% $415,731,150
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.8% 4,370,460 -37% 0.9% $406,919,725
Millburn Ridgefield LLC /DE/ 1.7% 4,242,597 +13% 8.5% $393,458,446
Catalyst Capital Advisors LLC 1.7% 4,242,597 +13% 7.3% $393,458,446
ENVESTNET ASSET MANAGEMENT INC 1.6% 3,985,108 +14% 0.1% $369,578,920
WELLS FARGO & COMPANY/MN 1.5% 3,543,301 +0.96% 0.07% $328,605,732
UBS Group AG 1.3% 3,227,908 -5.6% 0.05% $299,356,187
BlackRock, Inc. 1.3% 3,219,933 -23% 0.01% $298,616,628
AMERIPRISE FINANCIAL INC 1% 2,443,495 -13% 0.05% $226,644,993
Cetera Investment Advisers 0.89% 2,162,456 +1.9% 0.21% $200,546,159
COMMONWEALTH EQUITY SERVICES, LLC 0.78% 1,906,795 -4.4% 0.25% $176,836,167
JPMORGAN CHASE & CO 0.76% 1,865,981 -47% 0.01% $171,091,893
SEI INVESTMENTS CO 0.64% 1,560,042 +1.9% 0.13% $144,676,560
ROYAL BANK OF CANADA 0.64% 1,558,899 -6.3% 0.03% $144,574,000
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.62% 1,521,231 -9.2% 0.09% $141,078,968
Beacon Pointe Advisors, LLC 0.56% 1,356,170 +469% 0.67% $125,771,245
ASSETMARK, INC 0.55% 1,343,205 -14% 0.25% $124,568,819
Cambridge Investment Research Advisors, Inc. 0.55% 1,336,870 -5.8% 0.32% $123,981,000
Cerity Partners LLC 0.54% 1,326,083 +8.5% 0.17% $122,982,354
Horizon Investments, LLC 0.53% 1,303,499 +9.4% 1.4% $120,886,498

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 172,536,684 $16,000,991,890 -$446,771,638 $92.74 1,351
2025 Q4 178,815,823 $16,841,237,575 -$160,819,793 $94.16 1,370
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
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