Who Owns ISHARES TR (USMV)? -- Institutional Holders (2026-03-31)

Name: ISHARES TR (USMV) Institutional Holders (2026-03-31)
Creator: ko.io

1,444 institutions reported holding $15.95B of ISHARES TR (USMV) in SEC 13F filings for 2026-03-31. Largest institutional holders: FMR LLC ($1.42B), RAYMOND JAMES FINANCIAL INC ($1.32B), BANK OF AMERICA CORP /DE/ ($1.18B), MORGAN STANLEY ($1.18B), LPL Financial LLC ($582.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	FMR LLC	$1.42B	15.4M	Added
2	RAYMOND JAMES FINANCIAL INC	$1.32B	14.3M	Added
3	BANK OF AMERICA CORP /DE/	$1.18B	12.8M	Trimmed
4	MORGAN STANLEY	$1.18B	12.7M	Trimmed
5	LPL Financial LLC	$582.5M	6.3M	Trimmed
6	PNC Financial Services Group, Inc.	$415.7M	4.5M	Trimmed
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$406.9M	4.4M	Trimmed
8	Millburn Ridgefield LLC /DE/	$393.5M	4.2M	Added
9	Catalyst Capital Advisors LLC	$393.5M	4.2M	Added
10	ENVESTNET ASSET MANAGEMENT INC	$369.6M	4.0M	Added
11	WELLS FARGO & COMPANY/MN	$328.6M	3.5M	Added
12	UBS Group AG	$299.4M	3.2M	Trimmed
13	BlackRock, Inc.	$298.6M	3.2M	Trimmed
14	AMERIPRISE FINANCIAL INC	$226.6M	2.4M	Trimmed
15	Cetera Investment Advisers	$200.5M	2.2M	Added
16	COMMONWEALTH EQUITY SERVICES, LLC	$176.8M	1.9M	Trimmed
17	JPMORGAN CHASE & CO	$171.1M	1.9M	Trimmed
18	SEI INVESTMENTS CO	$144.7M	1.6M	Added
19	Royal Bank of Canada	$144.6M	1.6M	Trimmed
20	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$141.1M	1.5M	Trimmed
21	Beacon Pointe Advisors, LLC	$125.8M	1.4M	Added
22	ASSETMARK, INC	$124.6M	1.3M	Trimmed
23	Cambridge Investment Research Advisors, Inc.	$124.0M	1.3M	Trimmed
24	Cerity Partners LLC	$123.0M	1.3M	Added
25	Horizon Investments, LLC	$120.9M	1.3M	Added

Source: SEC Form 13F filings · as of 2026-03-31