iSHARES TRUST - USMV

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$16.83B

QoQ value delta ($000)

+$95.8M (+0.57%)

Implied price effect (QoQ)

-1.17%

Total shares

178,799,537

QoQ shares delta

+3,096,225 (+1.76%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 9 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	1,434,701	15,236,841	0.09%
RAYMOND JAMES FINANCIAL INC	1,296,876	13,773,118	0.4%
BANK OF AMERICA CORP /DE/	1,226,288	13,023,458	0.09%
FMR LLC	1,149,782	12,210,947	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	659,752	6,977,742	0.89%
LPL Financial LLC	592,140	6,288,665	0.16%
PNC FINANCIAL SERVICES GROUP, INC.	439,633	4,669,005	0.24%
BlackRock, Inc.	391,873	4,161,785	0.01%
Catalyst Capital Advisors LLC	353,378	3,752,960	7.26%
Millburn Ridgefield LLC /DE/	353,378	3,752,960	8.42%
JPMORGAN CHASE & CO	333,586	3,542,763	0.02%
WELLS FARGO & COMPANY/MN	330,466	3,509,626	0.06%
ENVESTNET ASSET MANAGEMENT INC	327,769	3,480,989	0.1%
UBS Group AG	321,860	3,418,226	0.05%
AMERIPRISE FINANCIAL INC	264,383	2,808,144	0.06%
TWO SIGMA INVESTMENTS, LP	234,703	2,492,600	0.33%
Cetera Investment Advisers	199,917	2,123,167	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	187,894	1,995,478	0.25%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	157,740	1,675,239	0.1%
ROYAL BANK OF CANADA	156,647	1,663,637	0.03%
ASSETMARK, INC	146,358	1,554,364	0.3%
SEI INVESTMENTS CO	144,185	1,531,309	0.14%
Cambridge Investment Research Advisors, Inc.	133,567	1,418,508	0.35%
MERCER GLOBAL ADVISORS INC /ADV	119,358	1,267,613	0.18%
JOHNSON INVESTMENT COUNSEL INC	116,202	1,234,101	0.95%