Who Owns ISHARES (USMV)? -- Institutional Holders (2026-06-30)

Name: ISHARES (USMV) Institutional Holders (2026-06-30)
Creator: ko.io

1,462 institutions reported holding $16.54B of ISHARES (USMV) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($1.48B), RAYMOND JAMES FINANCIAL INC ($1.41B), MORGAN STANLEY ($1.35B), BANK OF AMERICA CORP /DE/ ($1.19B), LPL Financial LLC ($767.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	FMR LLC	$1.48B	15.4M	Trimmed
2	RAYMOND JAMES FINANCIAL INC	$1.41B	14.6M	Added
3	MORGAN STANLEY	$1.35B	14.0M	Added
4	BANK OF AMERICA CORP /DE/	$1.19B	12.3M	Trimmed
5	LPL Financial LLC	$767.2M	8.0M	Added
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$458.5M	4.7M	Added
7	Catalyst Capital Advisors LLC	$429.8M	4.5M	Added
8	Millburn Ridgefield LLC /DE/	$429.8M	4.5M	Added
9	PNC Financial Services Group, Inc.	$409.7M	4.2M	Trimmed
10	ENVESTNET ASSET MANAGEMENT INC	$363.0M	3.8M	Trimmed
11	BlackRock, Inc.	$333.5M	3.5M	Added
12	WELLS FARGO & COMPANY/MN	$327.6M	3.4M	Trimmed
13	UBS Group AG	$300.9M	3.1M	Trimmed
14	Cetera Investment Advisers	$209.1M	2.2M	Added
15	JPMORGAN CHASE & CO	$195.1M	2.0M	Added
16	AMERIPRISE FINANCIAL INC	$181.8M	1.9M	Trimmed
17	COMMONWEALTH EQUITY SERVICES, LLC	$175.2M	1.8M	Trimmed
18	SEI INVESTMENTS CO	$152.6M	1.6M	Added
19	Royal Bank of Canada	$150.1M	1.6M	Trimmed
20	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$139.9M	1.4M	Trimmed
21	Beacon Pointe Advisors, LLC	$136.9M	1.4M	Added
22	Cerity Partners LLC	$132.5M	1.4M	Added
23	ASSETMARK, INC	$129.9M	1.3M	Added
24	JONES FINANCIAL COMPANIES LLLP	$120.7M	1.3M	Added
25	JOHNSON INVESTMENT COUNSEL INC	$116.7M	1.2M	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30