ISHARES TR (USMV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,337
Reporting holders
$16.4B
Reported value
0.0%
Held as options
+13
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $1.5B | 15,350,328 | 0.06% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.4B | 14,642,755 | 0.38% | 7q | +2.8%+$37.8M |
| MORGAN STANLEY | $1.4B | 14,034,510 | 0.07% | 35q | +10.1%+$124.0M |
| BANK OF AMERICA CORP /DE/ | $1.2B | 12,345,824 | 0.08% | 31q | -3.4%-$41.4M |
| LPL Financial LLC | $767.2M | 7,953,963 | 0.17% | 31q | +26.6%+$161.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $458.5M | 4,702,673 | 0.77% | 30q | +7.6%+$32.4M |
| Millburn Ridgefield LLC /DE/ | $429.8M | 4,455,291 | 8.14% | 12q | +5.0%+$20.5M |
| Catalyst Capital Advisors LLC | $429.8M | 4,455,291 | 7.13% | 12q | +5.0%+$20.5M |
| PNC Financial Services Group, Inc. | $409.7M | 4,247,471 | 0.20% | 31q | -5.2%-$22.7M |
| ENVESTNET ASSET MANAGEMENT INC | $363.0M | 3,763,692 | 0.09% | 31q | -5.6%-$21.4M |
| BlackRock, Inc. | $333.5M | 3,457,587 | 0.00% | 8q | +7.4%+$22.9M |
| WELLS FARGO & COMPANY/MN | $327.6M | 3,396,004 | 0.05% | 31q | -52.1%-$356.0M |
| UBS Group AG | $300.9M | 3,119,340 | 0.04% | 31q | -3.4%-$10.5M |
| Cetera Investment Advisers | $209.1M | 2,168,165 | 0.19% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $206.0M | 2,135,791 | 0.13% | 30q | +98.1%+$102.0M |
| JPMORGAN CHASE & CO | $195.1M | 2,029,125 | 0.01% | 31q | +8.7%+$15.7M |
| AMERIPRISE FINANCIAL INC | $181.8M | 1,884,255 | 0.04% | 31q | -61.4%-$289.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $175.2M | 1,816,713 | 0.22% | 31q | -4.7%-$8.7M |
| SEI INVESTMENTS CO | $152.6M | 1,582,221 | 0.13% | 31q | +1.4%+$2.1M |
| ROYAL BANK OF CANADA | $150.1M | 1,556,142 | 0.02% | 31q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $139.9M | 1,449,879 | 0.07% | 31q | -4.7%-$6.9M |
| Beacon Pointe Advisors, LLC | $136.9M | 1,419,542 | 0.64% | 26q | +4.7%+$6.1M |
| Cerity Partners LLC | $132.5M | 1,373,229 | 0.16% | 23q | +3.6%+$4.5M |
| ASSETMARK, INC | $129.9M | 1,346,488 | 0.22% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $120.7M | 1,257,338 | 0.05% | 11q | +8.4%+$9.4M |
| JOHNSON INVESTMENT COUNSEL INC | $116.7M | 1,209,687 | 0.85% | 31q | -5.3%-$6.5M |
| Geneos Wealth Management Inc. | $113.6M | 1,177,268 | 2.32% | 42q | +2.9%+$3.3M |
| Focus Partners Wealth | $107.5M | 1,114,252 | 0.11% | 11q | -6.2%-$7.2M |
| Horizon Investments, LLC | $91.0M | 943,459 | 1.00% | 22q | -27.6%-$34.7M |
| Mariner, LLC | $89.5M | 928,271 | 0.09% | 31q | -13.7%-$14.2M |
| OSAIC HOLDINGS, INC. | $87.7M | 908,696 | 0.10% | 26q | +11.0%+$8.7M |
| Russell Investments Group, Ltd. | $82.1M | 851,515 | 0.07% | 11q | HELD |
| SECURIAN ASSET MANAGEMENT, INC | $80.9M | 837,287 | 2.91% | 31q | HELD |
| Brookstone Capital Management | $79.0M | 818,996 | 0.79% | 31q | -8.4%-$7.2M |
| CAPTRUST FINANCIAL ADVISORS | $70.0M | 725,620 | 0.11% | 31q | +1.4%+$986.7K |
| Qube Research & Technologies Ltd | $69.6M | 721,422 | 0.06% | 16q | +1256.7%+$64.5M |
| NewEdge Advisors, LLC | $68.1M | 706,484 | 0.20% | new | NEW |
| MAI Capital Management | $66.2M | 686,315 | 0.25% | 23q | -1.7%-$1.2M |
| US BANCORP \DE\ | $65.0M | 673,975 | 0.07% | 31q | -4.8%-$3.3M |
| HighTower Advisors, LLC | $64.5M | 668,232 | 0.06% | 31q | -4.8%-$3.3M |
| Private Advisor Group, LLC | $58.0M | 600,897 | 0.27% | 31q | +22.0%+$10.4M |
| STIFEL FINANCIAL CORP | $57.4M | 595,110 | 0.05% | 31q | -9.3%-$5.9M |
| Integrated Wealth Concepts LLC | $56.6M | 586,705 | 0.28% | 31q | +37.6%+$15.5M |
| Steward Partners Investment Advisory, LLC | $53.9M | 558,307 | 0.27% | 31q | -12.0%-$7.3M |
| MARSHALL WACE, LLP | $48.0M | 497,800 | 0.04% | 2q | +377.7%+$38.0M |
| Facet Wealth, Inc. | $45.1M | 467,953 | 0.65% | 13q | HELD |
| MML INVESTORS SERVICES, LLC | $42.5M | 440,532 | 0.09% | 31q | +20.4%+$7.2M |
| High Probability Advisors, LLC | $40.2M | 417,169 | 4.30% | 23q | +6.0%+$2.3M |
| BARCLAYS PLC | $39.7M | 411,404 | 0.01% | 17q | +5.1%+$1.9M |
| TWO SIGMA INVESTMENTS, LP | $37.4M | 387,700 | 0.03% | 6q | -69.0%-$83.2M |
| GLENMEDE TRUST CO NA | $37.3M | 386,309 | 0.16% | 29q | -4.4%-$1.7M |
| TRUIST FINANCIAL CORP | $36.2M | 375,016 | 0.04% | 27q | +9.4%+$3.1M |
| Merit Financial Group, LLC | $35.4M | 367,327 | 0.11% | 30q | +111.8%+$18.7M |
| Symmetry Partners, LLC | $34.5M | 357,531 | 1.76% | 31q | +7.4%+$2.4M |
| Klingman & Associates, LLC | $34.2M | 354,842 | 1.46% | 31q | -1.9%-$651.7K |
| ARS Wealth Advisors Group, LLC | $34.0M | 352,667 | 2.66% | 20q | -3.8%-$1.3M |
| Lineweaver Wealth Advisors, LLC | $31.9M | 330,997 | 3.78% | 27q | +4.4%+$1.3M |
| Creative Planning | $31.8M | 329,372 | 0.02% | 31q | +0.6%+$179.0K |
| Beacon Bank & Trust | $29.6M | 306,992 | 2.84% | 14q | +103.0%+$15.0M |
| Kestra Advisory Services, LLC | $29.6M | 306,368 | 0.10% | 24q | -7.1%-$2.2M |
| Bank of New York Mellon Corp | $29.0M | 300,365 | 0.00% | 31q | -43.6%-$22.4M |
| GDS Wealth Management | $27.9M | 289,589 | 1.33% | 19q | +4.1%+$1.1M |
| MV CAPITAL MANAGEMENT, INC. | $27.6M | 292,641 | 1.29% | 31q | +85.8%+$12.8M |
| KEYBANK NATIONAL ASSOCIATION/OH | $27.5M | 285,277 | 0.09% | 29q | -5.2%-$1.5M |
| Rehmann Capital Advisory Group | $24.8M | 257,439 | 1.14% | 26q | -21.6%-$6.9M |
| Meridian Wealth Advisors, LLC | $24.6M | 255,013 | 2.80% | 31q | +7.7%+$1.8M |
| Cornerstone Wealth Management, LLC | $24.5M | 253,692 | 1.05% | 30q | -0.9%-$227.8K |
| Lido Advisors, LLC | $24.2M | 251,132 | 0.07% | 31q | +0.8%+$186.4K |
| Adaptive Financial Consulting, LLC | $23.3M | 241,162 | 8.15% | 27q | +2.4%+$538.5K |
| Cassia Capital Partners, LLC | $22.9M | 237,046 | 11.08% | 19q | -0.8%-$190.3K |
| Well Done, LLC | $22.2M | 230,337 | 2.99% | 31q | +1.0%+$209.1K |
| Pacific Center for Financial Services | $22.1M | 228,692 | 4.92% | 30q | -1.0%-$225.8K |
| CITIZENS FINANCIAL GROUP INC/RI | $22.0M | 228,133 | 0.27% | 31q | -2.9%-$658.0K |
| &PARTNERS | $21.8M | 224,607 | 0.09% | 11q | +10.3%+$2.0M |
| SAGESPRING WEALTH PARTNERS, LLC | $21.7M | 224,652 | 0.33% | 7q | -7.6%-$1.8M |
| OneDigital Investment Advisors LLC | $21.6M | 223,733 | 0.18% | 29q | -1.3%-$287.7K |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $21.3M | 221,195 | 2.70% | 23q | +2.3%+$489.2K |
| CIBC WORLD MARKET INC. | $21.2M | 219,776 | 0.03% | 28q | +2050.0%+$20.2M |
| Journey Advisory Group, LLC | $21.2M | 219,463 | 1.62% | 17q | HELD |
| Sanctuary Advisors, LLC | $20.8M | 215,785 | 0.10% | 9q | HELD |
| ANDERSON HOAGLAND & CO | $20.6M | 213,114 | 1.61% | 23q | +1.4%+$278.4K |
| Dynasty Wealth Management, LLC | $19.3M | 199,658 | 0.14% | 10q | -6.0%-$1.2M |
| CHOREO, LLC | $19.2M | 198,781 | 0.21% | 14q | -3.7%-$740.0K |
| Wealth Advisors of Iowa, LLC | $19.0M | 197,413 | 5.16% | 8q | HELD |
| Stratos Wealth Partners, LTD. | $18.9M | 196,227 | 0.19% | 31q | +4.9%+$881.4K |
| Rockefeller Capital Management L.P. | $18.9M | 195,770 | 0.03% | 30q | -2.1%-$413.3K |
| BARRETT & COMPANY, INC. | $18.5M | 191,781 | 5.18% | 16q | +7.8%+$1.3M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $18.2M | 189,103 | 0.10% | 31q | -1.1%-$209.9K |
| Darrow Company, Inc. | $17.4M | 180,315 | 6.74% | 19q | HELD |
| Aspen Private Advisors, LLC | $17.0M | 176,422 | 17.07% | new | FIRST |
| Equitable Holdings, Inc. | $16.9M | 175,596 | 0.10% | 27q | -8.4%-$1.6M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $16.9M | 174,990 | 4.26% | 16q | +1.7%+$278.7K |
| CITIGROUP INC | $16.8M | 174,126 | 0.01% | 31q | -13.3%-$2.6M |
| Summit Wealth Partners, LLC | $16.8M | 173,650 | 2.39% | 27q | -4.8%-$849.0K |
| Asset Advisors Investment Management, LLC | $16.6M | 171,637 | 1.52% | 9q | -1.6%-$265.3K |
| Leelyn Smith, LLC | $16.0M | 165,959 | 1.95% | 27q | +1.0%+$156.6K |
| Armbruster Capital Management, Inc. | $16.0M | 165,518 | 2.38% | 31q | HELD |
| STOCK YARDS BANK & TRUST CO | $15.1M | 156,998 | 0.22% | 30q | +85.7%+$7.0M |
| Trinity Wealth Management, LLC | $14.9M | 154,469 | 4.73% | 26q | -7.8%-$1.3M |
| FIFTH THIRD BANCORP | $14.8M | 153,316 | 0.02% | 31q | -6.9%-$1.1M |
Showing the largest 100 of 1,374 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,337 | $16.4B | 169,993,065 | 98 | 336 | 504 | 0.0% |
| Q1 2026 | 1,324 | $16.2B | 174,374,512 | 86 | 313 | 497 | 0.0% |
| Q4 2025 | 1,334 | $16.4B | 174,207,080 | 75 | 320 | 478 | 0.1% |
| Q3 2025 | 1,263 | $16.9B | 177,277,015 | 71 | 293 | 484 | 0.1% |
| Q2 2025 | 1,246 | $16.5B | 175,218,785 | 69 | 342 | 465 | 0.1% |
| Q1 2025 | 1,238 | $17.1B | 183,008,525 | 100 | 321 | 452 | 0.0% |
| Q4 2024 | 1,218 | $16.0B | 180,068,720 | 69 | 247 | 461 | 0.0% |
| Q3 2024 | 1,121 | $18.2B | 199,669,529 | 74 | 264 | 461 | 0.0% |
| Q2 2024 | 1,091 | $17.8B | 211,973,280 | 60 | 211 | 522 | 0.1% |
| Q1 2024 | 1,090 | $21.6B | 258,396,845 | 56 | 199 | 581 | 0.2% |
| Q4 2023 | 1,143 | $21.0B | 268,716,348 | 72 | 213 | 579 | 0.0% |
| Q3 2023 | 1,064 | $20.4B | 281,244,428 | 61 | 258 | 504 | 0.0% |
| Q2 2023 | 1,056 | $20.0B | 268,410,624 | 68 | 330 | 411 | 0.0% |
| Q1 2023 | 1,023 | $19.7B | 271,145,445 | 55 | 358 | 381 | 0.0% |
| Q4 2022 | 979 | $19.6B | 271,481,646 | 67 | 292 | 345 | 0.0% |
| Q3 2022 | 1,058 | $20.0B | 302,579,208 | 57 | 368 | 373 | 0.0% |
| Q2 2022 | 1,089 | $17.8B | 252,844,779 | 69 | 307 | 455 | 0.0% |
| Q1 2022 | 1,121 | $19.1B | 246,134,566 | 66 | 284 | 516 | 0.0% |
| Q4 2021 | 1,126 | $21.4B | 265,172,718 | 97 | 333 | 358 | 0.0% |
| Q3 2021 | 975 | $18.1B | 246,117,737 | 54 | 271 | 409 | 0.1% |
| Q2 2021 | 969 | $18.7B | 276,601,718 | 57 | 237 | 496 | 0.1% |
| Q1 2021 | 984 | $19.4B | 279,389,820 | 55 | 222 | 518 | 0.1% |
| Q4 2020 | 1,028 | $23.0B | 337,963,537 | 72 | 282 | 379 | 0.1% |
| Q3 2020 | 901 | $22.8B | 356,582,748 | 55 | 312 | 339 | 0.1% |
| Q2 2020 | 904 | $22.2B | 366,275,378 | 86 | 308 | 371 | 0.1% |
| Q1 2020 | 882 | $20.7B | 383,883,614 | 70 | 358 | 327 | 0.5% |
| Q4 2019 | 928 | $24.5B | 372,929,264 | 82 | 354 | 221 | 0.1% |
| Q3 2019 | 769 | $23.0B | 358,587,683 | 109 | 401 | 124 | 0.1% |
| Q2 2019 | 699 | $18.5B | 298,383,873 | 76 | 354 | 144 | 0.3% |
| Q1 2019 | 654 | $16.1B | 272,204,419 | 75 | 309 | 145 | 0.1% |
| Q4 2018 | 612 | $12.6B | 239,708,427 | 6 | 16 | 8 | 0.1% |