DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
USMV

ISHARES MSCI USA MIN VOL FAC

1,459 institutions still hold ISHARES MSCI USA MIN VOL FAC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46429B697·Exchange Traded Fund·1,459 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$10.5B
visible holders
Holders
1,459
filers reporting
Concentration
14.15%
FMR LLC #1
top holder share
AI Holders Summary · Q2 2026

1,459 institutions reported USMV in Q2 2026. FMR LLC leads at 14.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$1.5B15.4M0.06%Q2 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1.4B14.6M0.38%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$1.4B14.0M0.07%Q2 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.2B12.3M0.08%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$767M8.0M0.17%Q2 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
$363M3.8M0.09%Q2 2026
11
BlackRock, Inc.
CIK 0002012383
$334M3.5M0.01%Q2 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$328M3.4M0.05%Q2 2026
13
UBS Group AG
CIK 0001610520
$301M3.1M0.04%Q2 2026
14
Cetera Investment Advisers
CIK 0001666741
$209M2.2M0.19%Q2 2026
15
JPMORGAN CHASE & CO
CIK 0000019617
$195M2.0M0.01%Q2 2026
16
AMERIPRISE FINANCIAL INC
CIK 0000820027
$182M1.9M0.04%Q2 2026
17
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$175M1.8M0.22%Q2 2026
18
SEI INVESTMENTS CO
CIK 0000350894
$153M1.6M0.13%Q2 2026
19
ROYAL BANK OF CANADA
CIK 0001000275
$150M1.6M0.02%Q2 2026
20
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$140M1.4M0.07%Q2 2026
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