DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
USMV

ISHARES MSCI USA MIN VOL FAC

1,434 institutions still hold ISHARES MSCI USA MIN VOL FAC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46429B697·Exchange Traded Fund·1,434 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$9.9B
visible holders
Holders
1,434
filers reporting
Concentration
14.33%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

1,434 institutions reported USMV in Q1 2026. FMR LLC leads at 14.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$1.4B15.4M0.07%Q1 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1.3B14.3M0.41%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.2B12.8M0.09%Q1 2026
04
MORGAN STANLEY
CIK 0000895421
$1.2B12.7M0.07%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$583M6.3M0.15%Q1 2026
06
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$459M4.7M0.77%Q2 2026
07
Catalyst Capital Advisors LLC
CIK 0001549275
$430M4.5M7.13%Q2 2026
08
Millburn Ridgefield LLC /DE/
CIK 0001294571
$430M4.5M8.14%Q2 2026
09
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$412M4.4M0.25%Q4 2025
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$370M4.0M0.10%Q1 2026
11
WELLS FARGO & COMPANY/MN
CIK 0000072971
$329M3.5M0.06%Q1 2026
12
UBS Group AG
CIK 0001610520
$299M3.2M0.04%Q1 2026
13
BlackRock, Inc.
CIK 0002012383
$299M3.2M0.01%Q1 2026
14
AMERIPRISE FINANCIAL INC
CIK 0000820027
$227M2.4M0.05%Q1 2026
15
Cetera Investment Advisers
CIK 0001666741
$201M2.2M0.21%Q1 2026
16
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$177M1.9M0.25%Q1 2026
17
JPMORGAN CHASE & CO
CIK 0000019617
$171M1.9M0.01%Q1 2026
18
ASSETMARK, INC
CIK 0001344551
$146M1.6M0.30%Q4 2025
19
SEI INVESTMENTS CO
CIK 0000350894
$145M1.6M0.13%Q1 2026
20
ROYAL BANK OF CANADA
CIK 0001000275
$145M1.6M0.03%Q1 2026
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