ISHARES TR USMV
MSCI USA MIN VOL · ETP · CUSIP 46429B697
1,066
institutional holders
310.4m
shares reported held*
$20.0bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($31.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.57. Options: 3 managers hold calls ($2.2m notional), 1 hold puts ($212.0k).
Biggest calls
| CITADEL ADVISORS LLC | — | $2.0m30.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $218.0k3.3k shares |
| Cutler Group LLC / CA | — | $0400 shares |
Biggest puts
| CITADEL ADVISORS LLC | — | $212.0k3.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +1.3 pts · filed 2026-05-06 | 6.3% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.35% of their portfolio | 40.8m $2.7bn | — |
| RAYMOND JAMES & ASSOCIATES 2.12% of their portfolio | 31.7m $2.1bn | — |
| ENVESTNET ASSET MANAGEMENT INC 0.94% of their portfolio | 25.0m $1.7bn | — |
| FMR LLC 0.13% of their portfolio | 19.0m $1.3bn | — |
| MORGAN STANLEY 0.13% of their portfolio | 14.6m $962.5m | — |
| BlackRock Inc. 0.03% of their portfolio | 13.0m $858.5m | — |
| LPL Financial LLC 0.51% of their portfolio | 7.9m $523.2m | — |
| CFS Investment Advisory Services, LLC 1.73% of their portfolio | 7.5m $7.5m | — |
| AMERIPRISE FINANCIAL INC 0.12% of their portfolio | 5.0m $328.8m | — |
| FIRST CITIZENS BANK & TRUST CO 10.67% of their portfolio | 4.9m $325.1m | — |
| UBS Group AG 0.18% of their portfolio | 4.9m $321.3m | — |
| WELLS FARGO & COMPANY/MN 0.11% of their portfolio | 4.8m $316.4m | — |
| Raymond James Financial Services Advisors, Inc. 0.69% of their portfolio | 4.7m $310.6m | — |
| OSAIC HOLDINGS, INC. 0.70% of their portfolio | 4.6m $304.8m | — |
| CAPTRUST FINANCIAL ADVISORS 1.49% of their portfolio | 3.9m $255.1m | — |
| PNC Financial Services Group, Inc. 0.27% of their portfolio | 3.9m $254.5m | — |
| MERCER GLOBAL ADVISORS INC /ADV 1.45% of their portfolio | 3.7m $244.1m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.52% of their portfolio | 3.1m $202.9m | — |
| CWM, LLC 1.57% of their portfolio | 3.0m $198.0m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.34% of their portfolio | 3.0m $197.3m | — |
| SEI INVESTMENTS CO 0.43% of their portfolio | 2.9m $190.9m | — |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 2.0m $135.5m | — |
| Brookstone Capital Management 2.91% of their portfolio | 1.9m $125.9m | — |
| US BANCORP \DE\ 0.26% of their portfolio | 1.9m $124.1m | — |
| Allianz Asset Management GmbH 0.28% of their portfolio | 1.8m $122.0m | — |
| SG Americas Securities, LLC 1.80% of their portfolio | 1.8m $117.5m | — |
| Cerity Partners OCIO LLC 3.95% of their portfolio | 1.7m $113.1m | — |
| Cambridge Investment Research Advisors, Inc. 0.61% of their portfolio | 1.6m $108.3m | — |
| SECURIAN ASSET MANAGEMENT, INC 3.07% of their portfolio | 1.6m $102.9m | — |
| Mariner, LLC 0.40% of their portfolio | 1.5m $99.3m | — |
| Clark Capital Management Group, Inc. 1.29% of their portfolio | 1.5m $98.5m | — |
| ALLSTATE CORP 2.72% of their portfolio | 1.4m $94.5m | — |
| Cetera Advisors LLC 1.99% of their portfolio | 1.3m $87.9m | — |
| ASSETMARK, INC 0.41% of their portfolio | 1.3m $87.9m | — |
| MML INVESTORS SERVICES, LLC 0.64% of their portfolio | 1.3m $85.0m | — |
| Janney Montgomery Scott LLC 0.36% of their portfolio | 1.3m $84.5m | — |
| AJ WEALTH STRATEGIES, LLC 4.92% of their portfolio | 1.3m $84.5m | — |
| 55I, LLC 2.13% of their portfolio | 1.2m $76.2m | — |
| JOHNSON INVESTMENT COUNSEL INC 1.12% of their portfolio | 1.1m $75.7m | — |
| Financial Advisors, LLC 23.83% of their portfolio | 1.0m $68.6m | — |
| Integrated Wealth Concepts LLC 1.97% of their portfolio | 931.9k $61.6m | — |
| Symmetry Partners, LLC 4.12% of their portfolio | 924.6k $61.1m | — |
| WADE G W & INC 2.91% of their portfolio | 897.8k $59.3m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.15% of their portfolio | 888.8k $58.8m | — |
| PARK AVENUE SECURITIES LLC 1.13% of their portfolio | 860.9k $56.9m | — |
| TWO SIGMA INVESTMENTS, LP 0.19% of their portfolio | 815.8k $53.9m | — |
| Steward Partners Investment Advisory, LLC 0.89% of their portfolio | 717.2k $47.4m | — |
| Halpern Financial, Inc. 18.55% of their portfolio | 709.1k $46.9m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 707.8k $127.3k | — |
| Private Advisor Group, LLC 0.52% of their portfolio | 686.9k $45.4m | — |
| AE Wealth Management LLC 0.36% of their portfolio | 685.0k $45.3m | — |
| Legacy Financial Advisors, Inc. 10.71% of their portfolio | 677.9k $44.8m | — |
| STIFEL FINANCIAL CORP 0.07% of their portfolio | 656.1k $43.4m | — |
| Wealth Advisors of Iowa, LLC 36.80% of their portfolio | 596.0k $39.4m | — |
| Horizon Investments, LLC 1.20% of their portfolio | 582.5k $38.5m | — |
| TWO SIGMA ADVISERS, LP 0.11% of their portfolio | 558.0k $36.9m | — |
| KEYBANK NATIONAL ASSOCIATION/OH 0.19% of their portfolio | 554.0k $36.6m | — |
| Fragasso Financial Advisors Inc 5.13% of their portfolio | 548.1k $36.2m | — |
| ARS Wealth Advisors Group, LLC 5.49% of their portfolio | 543.8k $35.9m | — |
| M&T Bank Corp 0.16% of their portfolio | 539.5k $35.7m | — |
| HighTower Advisors, LLC 0.09% of their portfolio | 532.8k $35.2m | — |
| Orion Portfolio Solutions, LLC 1.38% of their portfolio | 527.8k $34.9m | — |
| Stratos Wealth Partners, LTD. 0.95% of their portfolio | 517.0k $34.2m | — |
| DAIDO LIFE INSURANCE CO 3.14% of their portfolio | 513.4k $33.9m | — |
| Kestra Advisory Services, LLC 0.36% of their portfolio | 503.5k $33.3m | — |
| Intelligence Driven Advisers, LLC 6.64% of their portfolio | 485.9k $33.0m | — |
| Geneos Wealth Management Inc. 2.19% of their portfolio | 481.6k $31.8m | — |
| TRUIST FINANCIAL CORP 0.06% of their portfolio | 473.4k $31.3m | — |
| Sanford Advisory Services, LLC 8.78% of their portfolio | 465.1k $30.7m | — |
| Klingman & Associates, LLC 3.00% of their portfolio | 462.3k $30.6m | — |
| Atria Wealth Solutions, Inc. 0.52% of their portfolio | 450.1k $29.8m | — |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 444.3k $29.4m | — |
| Crestwood Advisors Group, LLC 1.02% of their portfolio | 434.7k $28.7m | — |
| Bank of New York Mellon Corp 0.01% of their portfolio | 422.7k $27.9m | — |
| Parallel Advisors, LLC 1.28% of their portfolio | 419.3k $27.7m | — |
| GLENMEDE TRUST CO NA 0.17% of their portfolio | 413.0k $27.3m | — |
| Sovereign Investment Advisors, LLC 11.20% of their portfolio | 378.5k $25.0m | — |
| Insight Wealth Strategies, LLC 4.89% of their portfolio | 374.6k $26.3m | — |
| Beacon Pointe Advisors, LLC 0.55% of their portfolio | 369.6k $24.4m | — |
| NewEdge Advisors, LLC 0.39% of their portfolio | 362.7k $24.0m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.36% of their portfolio | 354.7k $23.4m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.14% of their portfolio | 353.9k $23.4m | — |
| NOTTINGHAM ADVISORS, INC. 3.38% of their portfolio | 353.7k $23.5m | — |
| CX Institutional 1.60% of their portfolio | 349.6k $23.1m | — |
| FIRST HAWAIIAN BANK 0.90% of their portfolio | 349.5k $23.1m | — |
| Magnus Financial Group LLC 4.24% of their portfolio | 335.6k $22.2m | — |
| Cetera Advisor Networks LLC 0.28% of their portfolio | 335.2k $22.2m | — |
| Lineweaver Wealth Advisors, LLC 7.09% of their portfolio | 330.4k $21.9m | — |
| Rehmann Capital Advisory Group 2.39% of their portfolio | 325.5k $21.5m | — |
| CITIGROUP INC 0.03% of their portfolio | 324.6k $21.5m | — |
| Leelyn Smith, LLC 7.35% of their portfolio | 321.9k $21.3m | — |
| CITIZENS FINANCIAL GROUP INC/RI 0.94% of their portfolio | 317.9k $21.1m | — |
| Cassia Capital Partners, LLC 19.22% of their portfolio | 317.4k $21.0m | — |
| Trilogy Capital Inc. 1.88% of their portfolio | 317.0k $21.0m | — |
| MV CAPITAL MANAGEMENT, INC. 3.61% of their portfolio | 316.9k $20.9m | — |
| Tillar-Wenstrup Advisors, LLC 10.30% of their portfolio | 312.0k $20.6m | — |
| Cornerstone Wealth Management, LLC 2.27% of their portfolio | 308.5k $20.4m | — |
| AGILIS PARTNERS LLC 12.69% of their portfolio | 304.6k $20.1m | — |
| Summit Wealth Partners, LLC 5.66% of their portfolio | 303.7k $20.1m | — |
| Gerber Kawasaki Wealth & Investment Management 1.86% of their portfolio | 301.6k $19.9m | — |