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Disclosery

USMV ISHARES TR

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SHS (fund)

1,358 managers (1,375 13F filers) reported a position in USMV shares at 2026-06-30, 171,439,262 shares in all. 99 filers opened a position and 92 filers sold out during the quarter.

Managers
1,358
13F filers
1,375
New
99
Added
419
Reduced
571
Sold out
92
Shares held by filers
171,439,262

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC15,350,328$1.48B0.06%-91813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,642,755$1.41B0.38%+392,07813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,034,510$1.35B0.07%+1,285,60013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,345,824$1.19B0.08%-429,20213F-HRTimelineGroup
LPL Financial LLC7,953,963$767M0.17%+1,672,86613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,702,673$459M0.77%+332,21313F-HRTimeline
Millburn Ridgefield LLC /DE/4,455,291$430M8.14%+212,69413F-HRTimeline
Catalyst Capital Advisors LLC4,455,291$430M7.13%+212,69413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,247,471$410M0.2%-235,28913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,854,608$372M-230,876Timeline
BlackRock, Inc.in group BlackRock, Inc.3,457,587$334M<0.01%+237,65413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,396,004$328M0.06%-147,29713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,142,500$303M-111,668Timeline
Cetera Investment Advisers2,168,165$209M0.19%+5,70913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,029,125$195M0.01%+163,14413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,884,255$182M0.04%-559,24013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,816,713$175M0.22%-90,08213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,582,221$153M0.13%+22,17913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,556,142$150M0.03%-2,75713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,449,879$140M0.07%-71,35213F-HRTimelineGroup
Beacon Pointe Advisors, LLC1,419,542$137M0.64%+63,37213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,373,229$132M0.16%+47,14613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,346,488$130M0.22%+3,28313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,257,338$121M0.05%+97,84013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,209,687$117M0.85%-67,03413F-HRTimeline
Geneos Wealth Management Inc.1,177,268$114M2.32%+33,71113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,160,689$112M-73,453Timeline
Cambridge Investment Research Advisors,…1,093,909$106M0.24%-242,96113F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV1,067,976$103M0.13%-9,91313F-HR/ATimeline
Horizon Investments, LLC943,459$91M1%-360,04013F-HRTimeline
Mariner, LLCin group Mariner, LLC928,271$89.5M0.09%-146,97213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.908,696$87.7M0.1%+89,95113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…851,515$82.1M0.07%-2,29313F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC837,287$80.9M2.91%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management818,996$79M0.79%-74,61813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS725,620$70M0.11%+10,22913F-HRTimeline
Qube Research & Technologies Ltd721,422$69.6M0.08%+668,24613F-HRTimeline
NewEdge Advisors, LLC706,484$68.1M0.2%+88,15713F-HRTimeline
MAI Capital Management686,315$66.2M0.25%-12,07813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\673,975$65M0.07%-33,74013F-HRTimelineGroup
HighTower Advisors, LLC668,232$64.5M0.06%-33,71813F-HRTimeline
Janney Montgomery Scott LLC627,522$60.5M0.12%+10,04213F-HRTimeline
Private Advisor Group, LLC600,897$58M0.27%+108,17113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP595,110$57.4M0.05%-61,19613F-HRTimelineGroup
Integrated Wealth Concepts LLC586,705$56.6M0.28%+160,32713F-HRTimeline
Steward Partners Investment Advisory, L…558,307$53.9M0.27%-76,05413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP497,800$48M0.04%+393,60013F-HRTimelineGroup
Facet Wealth, Inc.467,953$45.1M0.65%+1,96813F-HRTimeline
MML INVESTORS SERVICES, LLC440,532$42.5M0.09%+74,69813F-HRTimeline
High Probability Advisors, LLC417,169$40.2M4.3%+23,51213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC411,404$39.7M0.01%+19,97413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP387,700$37.4M0.03%-862,90013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA386,309$37.3M0.16%-17,85113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP375,016$36.2M0.04%+32,32913F-HRTimelineGroup
Symmetry Partners, LLC357,531$34.5M1.76%+24,60713F-HRTimeline
Klingman & Associates, LLC354,842$34.2M1.46%-6,75613F-HRTimeline
ARS Wealth Advisors Group, LLC352,667$34M2.66%-13,96113F-HRTimeline
Lineweaver Wealth Advisors, LLC330,997$31.9M3.8%+13,82213F-HRTimeline
Creative Planningin group Creative Planning329,372$31.8M0.02%+1,85613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding321,635$31M-22,291Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp300,365$29M<0.01%-232,17613F-HRTimelineGroup
GDS Wealth Management289,589$27.9M1.33%+11,44013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…285,277$27.5M0.09%-15,74413F-HRTimelineGroup
Vestcor Inc267,168$25.8M0.64%+27,61713F-HRTimeline
Rehmann Capital Advisory Group257,439$24.8M1.14%-71,11613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC256,280$24.7M0.15%-10,64713F-HRTimelineGroup
Meridian Wealth Advisors, LLC255,013$24.6M2.8%+18,23813F-HRTimeline
Cornerstone Wealth Management, LLC253,692$24.5M1.05%-2,36213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC251,132$24.2M0.09%+1,93213F-HRTimelineGroup
Adaptive Financial Consulting, LLC241,162$23.3M8.15%+5,58313F-HRTimeline
Cassia Capital Partners, LLC237,046$22.9M11.08%-1,97313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding230,932$22.5M+117,256Timeline
Well Done, LLC230,337$22.2M2.99%+2,16813F-HRTimeline
Pacific Center for Financial Services228,692$22.1M4.92%-2,34113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…228,133$22M0.27%-6,82113F-HRTimelineGroup
Lester Murray Antman dba SimplyRich226,613$21.9M5.15%+8,67013F-HRTimeline
&PARTNERS224,607$21.8M0.09%+20,91413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC224,652$21.7M0.33%-18,52113F-HRTimeline
Capital Advisors, Ltd. LLC224,182$21.6M2.18%-9,50513F-HRTimeline
OneDigital Investment Advisors LLC223,733$21.6M0.18%-2,98313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…221,195$21.3M2.7%+5,07113F-HRTimeline
CIBC WORLD MARKET INC.219,776$21.2M0.04%+209,55413F-HRTimeline
Journey Advisory Group, LLC219,463$21.2M1.62%+88113F-HRTimeline
Sanctuary Advisors, LLC215,785$20.8M0.1%-2513F-HRTimeline
ANDERSON HOAGLAND & CO213,114$20.6M1.61%+2,88613F-HRTimeline
Dynasty Wealth Management, LLC199,658$19.3M0.14%-12,80113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding199,208$19.2M+9,141Timeline
CHOREO, LLC198,781$19.2M0.21%-7,67213F-HRTimeline
Wealth Advisors of Iowa, LLC197,413$19M5.16%+8213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…195,770$18.9M0.03%-4,28513F-HRTimelineGroup
BARRETT & COMPANY, INC.191,781$18.5M5.18%+13,79413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…189,103$18.2M0.1%-2,17713F-HRTimelineGroup
Merit Financial Group, LLC183,663$17.7M0.11%+10,25713F-HR/ATimeline
Darrow Company, Inc.180,315$17.4M6.74%+78313F-HRTimeline
Aspen Private Advisors, LLC176,422$17M17.07%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.175,596$16.9M0.1%-16,20313F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…174,990$16.9M4.26%+2,88913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC174,126$16.8M0.01%-26,67513F-HRTimelineGroup
Summit Wealth Partners, LLC173,650$16.8M2.39%-8,80213F-HRTimeline
Asset Advisors Investment Management, L…171,637$16.6M1.52%-2,75013F-HRTimeline
Leelyn Smith, LLC165,959$16M1.95%+1,62313F-HRTimeline
Armbruster Capital Management, Inc.165,518$16M2.38%-54013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding156,012$15M-16,605Timeline
Trinity Wealth Management, LLC154,469$14.9M4.73%-13,01213F-HRTimeline
Beacon Bank & Trust153,496$14.8M2.82%+2,26413F-HR/ATimeline
FOUNDERS FINANCIAL SECURITIES LLC152,510$14.7M0.75%+2,02513F-HRTimeline
Sequoia Financial Advisors, LLC150,253$14.5M0.07%-82013F-HRTimeline
Koenig Investment Advisory, LLC150,113$14.5M11.25%+88113F-HRTimeline
Sovereign Investment Advisors, LLC149,994$14.5M2.72%-10,63613F-HRTimeline
Syntegra Private Wealth Group, LLC149,415$14.4M1.12%-5,74213F-HRTimeline
Valmark Advisers, Inc.148,849$14.4M0.15%-33,09713F-HRTimeline
Carrera Capital Advisors146,448$14.1M2.09%+8,17013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC146,448$14.1M3.14%+81013F-HRTimeline
D.A. DAVIDSON & CO.145,583$14M0.08%+5,56913F-HRTimeline
KWMG, LLC144,434$13.9M1.01%+7,25813F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.141,399$13.8M5.83%+4,52513F-HRTimeline
KilterHowling LLC142,089$13.7M6.14%+2,67013F-HRTimeline
EP Wealth Advisors, LLC139,146$13.4M0.05%+48,54213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC138,170$13.3M0.72%+5,03913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.135,164$13M1.16%-22,31313F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC131,603$12.7M<0.01%+7,99713F-HRTimelineGroup
CAPITAL FINANCIAL GROUP INC\CO\ /ADV131,524$12.7M6.64%+23113F-HRTimeline
White Pine Investment CO129,782$12.5M2.67%+6713F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.129,736$12.5M3.86%+3,91513F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC129,580$12.5M6.12%-4,60613F-HRTimeline
TD Capital Management LLC126,855$12.2M1%-4,64513F-HRTimeline
Fortune Financial Advisors, LLC126,013$12.2M5.2%-1,06613F-HRTimeline
JMAC ENTERPRISES LLC123,482$11.9M2.01%+12,26613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…122,383$11.8M0.1%+34,95413F-HRTimelineGroup
Legacy Advisory Services, LLC122,116$11.8M8.29%+11,56913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC120,825$11.7M<0.01%+6,86913F-HRTimelineGroup
MGO ONE SEVEN LLC118,607$11.4M0.19%+9,71213F-HRTimeline
SYNTAX RESEARCH, INC.113,288$10.9M7.98%+82,93413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…112,746$10.9M0.29%-1,36913F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.112,879$10.9M0.03%-92,88713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC111,141$10.7M0.21%+55013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP110,505$10.7M0.49%-17,97913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC110,492$10.7M0.19%+913F-HRTimeline
Capital Planning LLC108,209$10.4M3.04%-6,58613F-HRTimeline
Bay Rivers Group107,471$10.4M3.54%+1,86313F-HRTimeline
Garrett Wealth Advisory Group, LLC107,404$10.4M1.59%-1,91413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding107,370$10.4M+3,118Timeline
COURIER CAPITAL LLC107,268$10.3M0.52%+3,35713F-HRTimeline
Bellwether Advisors, LLC105,891$10.2M1.51%+2,32613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC105,628$10.2M0.12%+2,14513F-HRTimelineGroup
Apella Capital, LLC103,342$10.2M0.14%-5,87613F-HRTimeline
J.W. COLE ADVISORS, INC.104,834$10.1M0.17%+1,46813F-HRTimeline
Flagship Private Wealth, LLC103,914$10M3.54%+31913F-HRTimeline
Arax Advisory Partners102,656$9.9M0.07%+57,94613F-HRTimeline
Savant Capital, LLC101,004$9.77M0.03%+9,34913F-HRTimeline
Cresset Asset Management, LLC101,161$9.76M0.04%-5,42213F-HRTimeline
Snowden Capital Advisors LLC100,285$9.67M0.23%-11713F-HRTimeline
MONECO ADVISORS, LLC100,105$9.66M0.59%-5,70713F-HRTimeline
Brickley Wealth Management99,796$9.63M1.38%-6,81213F-HRTimeline
Sowell Financial Services LLC98,759$9.53M0.31%-4,80013F-HRTimeline
KELLY FINANCIAL GROUP LLC98,110$9.46M2.1%+6,07313F-HRTimeline
MA Private Wealth98,051$9.46M1.41%-61713F-HRTimeline
Winthrop Capital Management, LLC97,379$9.39M2.27%-4,42613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources97,072$9.36M<0.01%+4,87513F-HRTimelineGroup
10Elms LLP96,403$9.3M3.94%+35,87313F-HRTimeline
New England Private Wealth Advisors LLC95,292$9.24M0.89%-2,09213F-HRTimeline
Advyzon Investment Management, LLC95,461$9.21M0.67%+80,91613F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV93,920$9.06M7.82%-4,22813F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding92,508$8.92M-93,114Timeline
Financial Enhancement Group LLC92,415$8.91M1.06%+1,33913F-HRTimeline
Torrey-Payne Wealth Management, LLC87,462$8.44M6.94%+40013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,684$8.36M0.01%-44813F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…86,141$8.31M3.4%new13F-HRTimeline
Gladstone Institutional Advisory LLC84,449$8.15M0.26%+3,17613F-HRTimeline
Custos Family Office, LLC84,419$8.14M4.89%+92913F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC84,062$8.11M2.36%new13F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC83,929$8.1M6.43%+6,50313F-HRTimelineGroup
BridgePort Financial Solutions, LLC82,314$7.94M2.02%-4,68713F-HRTimeline
Able Wealth Management LLC81,811$7.89M1.81%+25213F-HRTimeline
ALLIANCEBERNSTEIN L.P.82,842$7.68M<0.01%-219,00413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC79,383$7.66M0.05%-3,60013F-HRTimeline
Mascoma Wealth Management LLC79,350$7.65M1.42%+2,76013F-HRTimeline
ASPIRIANT, LLC79,030$7.62M0.19%-4,07113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp78,689$7.59M0.02%-7,31313F-HRTimelineGroup
Sigma Planning Corp78,604$7.58M0.19%-77,92213F-HRTimeline
STOCK YARDS BANK & TRUST CO78,499$7.57M0.22%-6,04713F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC78,300$7.55M0.3%-1,50113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.77,917$7.52M0.37%+1,76213F-HRTimelineGroup
Quantinno Capital Management LP77,837$7.51M0.01%-19,95713F-HRTimeline
Summit Financial, LLC77,388$7.46M0.08%+5,52813F-HRTimeline
L. Roy Papp & Associates, LLP77,300$7.46M0.78%-1,68013F-HRTimeline
BLAIR WILLIAM & CO/IL77,283$7.45M0.02%-2,28613F-HRTimeline
Clearstead Advisors, LLC76,855$7.41M0.07%-3,49313F-HRTimeline
Van Hulzen Asset Management, LLC76,015$7.33M0.52%-22,99513F-HRTimeline
MATHER GROUP, LLC.75,582$7.29M0.06%+64013F-HRTimeline
IBEX WEALTH ADVISORS75,222$7.26M0.57%-63813F-HRTimeline
Prime Buchholz LLC74,598$7.2M2.59%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC74,283$7.17M0.27%+32,12713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,265$7.16M<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.73,191$7.06M0.08%+23,03313F-HRTimeline
Mayflower Financial Advisors, LLC72,931$7.03M0.61%-1,28913F-HRTimeline
Prospera Financial Services Inc72,795$7.02M0.1%-1,63413F-HRTimeline
iA Global Asset Management Inc.72,015$6.95M0.08%new13F-HRTimeline
Csenge Advisory Group71,877$6.93M0.28%+1,78313F-HRTimeline
FAS Wealth Partners, Inc.71,754$6.92M0.36%-64513F-HRTimeline