USMV institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding1,371
Shares held172,535,592
Reported value$16.6bn
Quarter flows122 new, 421 added, 568 trimmed, 115 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
FMR LLC15,350,328$1.5bn0.1%
RAYMOND JAMES FINANCIAL INC14,642,755$1.4bn0.4%
MORGAN STANLEY14,034,510$1.4bn0.1%
BANK OF AMERICA CORP /DE/12,345,824$1.2bn0.1%
LPL Financial LLC7,953,963$767.2m0.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,702,673$458.5m0.8%
Millburn Ridgefield LLC /DE/4,455,291$429.8m8.1%
Catalyst Capital Advisors LLC4,455,291$429.8m7.1%
PNC Financial Services Group, Inc.4,247,471$409.7m0.2%
ENVESTNET ASSET MANAGEMENT INC3,763,692$363.0m0.1%
BlackRock, Inc.3,457,587$333.5m0.0%
WELLS FARGO & COMPANY/MN3,396,004$327.6m0.1%
UBS Group AG3,119,340$300.9m0.0%
Cambridge Investment Research Advisors, Inc.2,187,818$211.0m0.2%
Cetera Investment Advisers2,168,165$209.1m0.2%
JPMORGAN CHASE & CO2,029,125$195.1m0.0%
AMERIPRISE FINANCIAL INC1,884,255$181.8m0.0%
COMMONWEALTH EQUITY SERVICES, LLC1,816,713$175.2m0.2%
SEI INVESTMENTS CO1,582,221$152.6m0.1%
ROYAL BANK OF CANADA1,556,142$150.1m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,449,879$139.9m0.1%
Beacon Pointe Advisors, LLC1,419,542$136.9m0.6%
Cerity Partners LLC1,373,229$132.5m0.2%
ASSETMARK, INC1,346,488$129.9m0.2%
JONES FINANCIAL COMPANIES LLLP1,257,338$120.7m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("USMV"). USMV price history · All 13F data

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