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Disclosery

USMV ISHARES TR

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SHS (fund)

1,365 managers (1,382 13F filers) reported a position in USMV shares at 2026-06-30, 171,302,761 shares in all. 100 filers opened a position and 93 filers sold out during the quarter.

Managers
1,365
13F filers
1,382
New
100
Added
422
Reduced
573
Sold out
93
Shares held by filers
171,302,761

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
SageView Advisory Group, LLC71,674$6.91M0.23%-87913F-HRTimeline
Parallel Advisors, LLC71,668$6.91M0.11%+12013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…71,589$6.91M1.96%-3,13613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…71,028$6.85M0.01%-33,35913F-HRTimelineGroup
BIRCHBROOK, INC.70,524$6.8M3.19%-1,79613F-HRTimeline
Shore Point Advisors, LLC70,368$6.79M2.32%-5,56313F-HRTimeline
Avant Capital LLC70,218$6.77M4.24%-1,80313F-HRTimeline
Western Wealth Management, LLC70,041$6.76M0.22%-5,06413F-HRTimeline
Aptus Capital Advisors, LLC69,675$6.72M0.05%-36713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/69,480$6.7M<0.01%+5,46413F-HRTimelineGroup
Family Manage LLC69,405$6.69M0.7%+47,71113F-HRTimeline
Allred Capital Management, LLC68,202$6.58M2.16%+513F-HRTimeline
Advisory Services Network, LLC67,139$6.48M0.07%+14,15113F-HRTimeline
Wharton Business Group, LLC66,592$6.42M0.21%-52413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding66,580$6.42M+3,497Timeline
Redwood Park Advisors LLC66,390$6.4M4.62%-97413F-HRTimeline
Quotient Wealth Partners, LLC65,552$6.32M0.15%-9,76813F-HRTimeline
Choate Investment Advisors65,374$6.31M0.11%-54113F-HRTimeline
UMB Bank, n.a.65,223$6.29M0.08%+2,05113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Independence Bank of Kentucky63,882$6.16M0.69%+36513F-HRTimeline
KWB Wealth63,578$6.13M0.52%new13F-HRTimeline
Investment Advisory Group, LLC63,504$6.13M1.33%-2,65313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC63,293$6.11M0.11%-6,02613F-HRTimeline
World Investment Advisors65,650$6.1M0.1%-6013F-HRTimeline
IHT Wealth Management, LLC62,285$6.01M0.13%-18,94813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …77,277$6M<0.01%new13F-HR/ATimelineGroup
GUERRA PAN ADVISORS, LLC61,853$5.97M3.33%-7,35413F-HRTimeline
Mann Financial Group, Inc.61,723$5.95M4.98%-4,23513F-HRTimeline
Foundations Investment Advisors, LLC61,035$5.89M0.06%-4,66013F-HRTimeline
Sequent Asset Management, LLC60,752$5.86M2.47%+1,85113F-HRTimeline
Allworth Financial LP60,627$5.85M0.02%+25513F-HRTimeline
Compass Financial Group, Inc. (Ohio)60,182$5.81M3.88%-3,54613F-HRTimeline
Modern Wealth Management, LLC59,864$5.77M0.07%-97,09513F-HRTimeline
Atria Investments, Inc59,534$5.74M0.06%-3,54413F-HRTimeline
Global Retirement Partners, LLC58,992$5.69M0.09%13F-HRTimeline
CAMDEN NATIONAL BANK58,985$5.69M0.74%+1,20713F-HRTimeline
Gotham Asset Management, LLC58,833$5.68M0.01%013F-HRTimeline
Sound Portfolio Advisors, LLC58,581$5.65M4.01%-8,08713F-HRTimeline
Dakota Wealth Management58,525$5.65M0.11%-6713F-HRTimeline
Waverly Advisors, LLC58,290$5.62M0.03%-3,51813F-HRTimeline
AlphaCore Capital LLC57,885$5.58M0.1%+41513F-HRTimeline
IFP Advisors, Inc57,284$5.53M0.1%-83,22313F-HRTimeline
Modus Advisors, LLC57,231$5.52M1.36%-1,64213F-HRTimeline
Perigon Wealth Management, LLC57,093$5.51M0.09%-2,84713F-HRTimeline
1900 WEALTH MANAGEMENT LLC57,012$5.5M0.31%-20713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding56,988$5.5M+21,802Timeline
CFM WEALTH PARTNERS LLC56,808$5.48M0.7%-2,16313F-HRTimeline
Arkadios Wealth Advisors56,363$5.44M0.08%-3,71613F-HRTimeline
Portfolio Design Labs, LLC56,236$5.42M0.89%-44,96613F-HRTimeline
Gateway Wealth Partners, LLC56,096$5.41M0.32%-51,20013F-HRTimeline
High Net Worth Advisory Group LLC55,252$5.33M1.13%-78013F-HRTimeline
Performance Wealth Partners, LLC55,168$5.32M0.13%+10,87013F-HRTimeline
Compton Financial Group, LLC54,802$5.29M1.02%new13F-HRTimeline
WealthBridge Capital Management, LLC54,152$5.22M1.04%-4,24613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC53,081$5.12M0.15%-43,36413F-HRTimelineGroup
Invariant Investment Management51,863$5.08M2.98%new13F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)52,587$5.07M1.41%+3,30813F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…52,500$5.06M0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA51,914$5.01M0.07%+3,71213F-HRTimelineGroup
Caliber Wealth Management, LLC / KS50,834$4.9M0.47%-413F-HRTimeline
INTRUST BANK NA50,625$4.88M0.36%-17,48913F-HRTimeline
Cornerstone Planning, LLC50,464$4.87M1.13%+70813F-HRTimeline
Aureum Wealth Management, LLC50,047$4.83M2.99%+5,61113F-HRTimeline
RHS Financial, LLC49,931$4.82M1.94%+4,04813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP49,843$4.81M0.34%-2,64913F-HRTimelineGroup
Cordatus Wealth Management LLC48,112$4.64M1.02%+813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC47,540$4.59M0.1%-79,46813F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC47,281$4.56M0.01%+33,21713F-HRTimelineGroup
Haverford Trust Co46,625$4.5M0.04%-4113F-HRTimeline
Milestone Investment Advisors LLC46,446$4.48M0.97%-2,49213F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC46,375$4.47M2.92%+1,64913F-HRTimeline
Montecito Bank & Trust45,369$4.38M0.65%-2,50413F-HRTimeline
Guardian Asset Advisors, LLC45,280$4.37M2.01%+42,45813F-HRTimeline
Roehl & Yi Investment Advisors, LLC44,935$4.33M1.43%-1,84813F-HRTimeline
Round Rock Advisors LLC44,307$4.27M0.55%-1,23213F-HRTimeline
Fragasso Financial Advisors Inc44,185$4.26M0.23%-1,58313F-HRTimeline
Capital Advisor Network LLC44,168$4.26M5.33%+1,71013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.44,137$4.26M1.44%-72,56813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management44,126$4.26M0.01%new13F-HRTimelineGroup
IFG Advisory, LLC43,211$4.17M0.15%+41,81013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…42,793$4.13M0.07%-1,79413F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co42,732$4.12M0.04%-1,71613F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.42,714$4.12M2.73%-61213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK42,642$4.11M0.02%-1,20913F-HRTimelineGroup
Focus Financial Network, Inc.42,476$4.1M0.13%-2,53813F-HRTimeline
Trilogy Capital Inc.42,197$4.07M0.16%+4,76413F-HRTimeline
Crestwood Advisors Group, LLC42,051$4.06M0.06%-53113F-HRTimeline
COZAD ASSET MANAGEMENT INC41,786$4.03M0.26%-1,28413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC41,734$4.03M0.23%-17613F-HRTimeline
Kingsview Wealth Management, LLC41,728$4.03M0.05%+67213F-HRTimeline
Mandatum Life Insurance Co Ltd41,527$4.01M0.74%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers41,290$3.98M<0.01%+14,03013F-HRTimelineGroup
Keystone Financial Group41,029$3.96M0.23%+89013F-HRTimeline
Mullooly Asset Management, Inc.40,918$3.95M1.21%+1,98713F-HRTimeline
McNaughton Wealth Management, LLC40,843$3.94M1.4%-5,91913F-HRTimeline
Woodside Wealth Management LLC40,734$3.93M2.74%-74513F-HRTimeline
Delos Wealth Advisors, LLC40,661$3.92M2.02%+2,30013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP40,485$3.91M0.01%-19,05913F-HR/ATimelineGroup
ARKANSAS FINANCIAL GROUP, INC.40,459$3.9M0.51%-1,00513F-HRTimeline
Strategic Point Investment Advisors, LLC39,618$3.82M0.5%-1,11213F-HRTimeline
Houlihan Financial Resource Group, Ltd.39,311$3.79M1.35%+37613F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.39,222$3.78M0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,935$3.76M0.02%-7,51013F-HRTimeline
AE Wealth Management LLC38,892$3.75M0.02%+2,14613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.38,890$3.75M0.01%+90013F-HRTimelineGroup
Delta Wealth Advisors LLC38,573$3.72M2.66%+1,87413F-HRTimeline
Farther Finance Advisors, LLC38,536$3.72M0.03%+68513F-HRTimeline
First Heartland Consultants, Inc.38,426$3.71M0.24%+78913F-HRTimeline
Prime Capital Investment Advisors, LLC38,256$3.69M0.04%+2713F-HRTimeline
Weaver Consulting Group38,028$3.67M0.75%-30013F-HRTimeline
Acorn Wealth Advisors, LLC37,670$3.63M0.89%-1,58413F-HRTimeline
Flatrock Wealth Partners LLC37,500$3.62M1.42%+10,88413F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC37,460$3.61M1.03%+2,66713F-HRTimeline
Collier Financial37,368$3.6M2.47%+37,27913F-HRTimeline
Ashton Thomas Private Wealth, LLC37,338$3.6M0.08%+52913F-HRTimeline
CGN Advisors LLC37,120$3.58M0.26%-5813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…36,091$3.48M0.06%-1,41713F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC35,897$3.46M1.78%+1,66713F-HRTimeline
Cardinal Strategic Wealth Guidance35,834$3.46M0.78%-2,34013F-HRTimeline
Hobbs Group Advisors, LLC35,788$3.45M0.91%-83213F-HRTimeline
Strategic Blueprint, LLC35,725$3.45M0.17%-1,37613F-HRTimeline
CORA CAPITAL ADVISORS LLC35,616$3.44M0.96%-7813F-HRTimeline
Carr Financial Group Corp35,546$3.43M0.79%+45113F-HRTimeline
Milestone Asset Management Group, LLC35,282$3.4M1.71%-45513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd35,265$3.4M0.03%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.35,218$3.4M0.01%+5,64713F-HRTimeline
ADE, LLC34,868$3.36M1.42%-4,22013F-HRTimeline
Petix & Botte Co34,820$3.36M0.68%+17,16513F-HRTimeline
Mutual Advisors, LLC34,796$3.36M0.06%+6,63113F-HRTimeline
Curtis Advisory Group, LLC34,772$3.35M0.65%-24,45113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC34,474$3.33M0.25%-60013F-HRTimeline
Wealth Enhancement Trust Services, Inc.34,377$3.32M0.37%+6,25713F-HR/ATimeline
BROWN WEALTH MANAGEMENT, LLC34,327$3.31M0.74%-15813F-HRTimeline
Midwest Trust Co34,214$3.3M0.04%+27,18313F-HRTimeline
Reality Financial Planning Services, LLC34,214$3.3M3.19%-3,16913F-HRTimeline
HARBOUR INVESTMENTS, INC.34,169$3.3M0.04%-2,14313F-HRTimeline
Savvy Advisors, Inc.34,139$3.29M0.07%+6,14413F-HRTimeline
Foster Group, Inc.34,007$3.28M0.09%+39213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management33,958$3.28M0.42%-8,69913F-HRTimelineGroup
Fortis Group Advisors, LLC33,677$3.25M0.52%+19,14113F-HRTimeline
M Holdings Securities, Inc.33,573$3.23M0.44%-12,75013F-HRTimeline
Diversified Enterprises, LLC33,154$3.2M0.15%-59313F-HRTimeline
Cyndeo Wealth Partners, LLC32,856$3.17M0.15%-45113F-HRTimeline
CX Institutional32,841$3.17M0.09%-89313F-HRTimeline
Orion Porfolio Solutions, LLC32,599$3.14M0.02%-25,94313F-HRTimeline
Sugar Maple Asset Management, LLC32,549$3.14M2.02%-2,10213F-HRTimeline
MorganRosel Wealth Management, LLC32,211$3.11M1.05%+2,97013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC32,037$3.09M0.18%-21613F-HRTimeline
Cornerstone Wealth Group, LLC31,966$3.08M0.18%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.31,908$3.08M0.1%-90013F-HRTimelineGroup
Tradition Wealth Management, LLC31,864$3.07M0.19%-1,36413F-HRTimeline
Syverson Strege & Co31,775$3.07M0.67%-1,24113F-HRTimeline
Strategic Investment Advisors / MI31,773$3.06M0.19%+44613F-HRTimeline
HHM Wealth Advisors, LLC31,408$3.03M0.3%-9,82413F-HRTimeline
Icon Wealth Advisors, LLC31,310$3.02M0.18%+31413F-HRTimeline
ENZI WEALTH31,160$3.02M0.96%-1,99513F-HRTimeline
INVESTMENT PARTNERS, LTD.31,191$3.01M0.94%+2913F-HRTimeline
Legacy Private Trust Co.30,776$2.97M0.17%+1,29813F-HRTimeline
NWAM LLC30,637$2.96M0.15%+9,11313F-HRTimeline
Capital Investment Advisory Services, L…30,624$2.95M0.18%-33113F-HRTimeline
Econ Financial Services Corp30,454$2.94M1.37%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD30,277$2.92M0.39%-1,91513F-HRTimeline
NewEdge Wealth, LLC30,255$2.92M0.03%-3,41213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC30,140$2.91M0.46%-2,43213F-HRTimeline
Tacita Capital Inc30,052$2.9M1.57%-46513F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC29,950$2.89M0.33%013F-HRTimeline
ETF Store, Inc.29,727$2.87M2.4%-413F-HRTimeline
GGM Financial LLC29,705$2.87M1.09%-74713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,558$2.85M0.1%+9313F-HRTimeline
Empowered Funds, LLC29,306$2.83M0.01%+3,02013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,226$2.82M0.08%-47813F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC30,362$2.82M0.11%+2,69313F-HRTimeline
Sheridan Capital Management, LLC29,102$2.81M1.35%+2,52713F-HRTimeline
BCM ADVISORS, LLC28,840$2.8M0.54%-42413F-HRTimeline
Berman McAleer LLC28,967$2.79M0.32%+15013F-HRTimeline
Aries Wealth Management28,880$2.79M0.55%-41913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC28,824$2.78M0.04%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…28,719$2.77M0.16%+22413F-HRTimeline
Visionary Wealth Advisors28,620$2.76M0.11%-1913F-HRTimeline
Sherman Wealth Management LLC28,618$2.76M2.08%-2,43413F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC28,645$2.75M2.42%+1,47813F-HRTimeline
MCMORGAN & CO LLC28,304$2.73M0.41%+6613F-HRTimeline
HB Wealth Management, LLC27,892$2.69M0.02%+7,02513F-HRTimeline
Oak Barrel Wealth Advisory LLC27,874$2.69M1.19%13F-HRTimeline
Hansen & Associates Financial Group, In…26,847$2.63M1.51%+1,54713F-HRTimeline
One Wealth Advisors, LLC27,093$2.61M0.29%-2,54613F-HRTimeline
TIAAgroup of 3 filers holding26,864$2.59M+19,222Timeline
Hibernia Wealth Partners, LLC26,758$2.58M1.4%-26,34813F-HRTimeline
NorthRock Partners, LLC26,580$2.56M0.04%-3,55213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding26,547$2.56M-3,105Timeline
VANGUARD GROUP INCgroup of 3 filers holding26,511$2.56M-477Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…25,842$2.49M0.67%-1,52513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…25,821$2.49M1.68%013F-HRTimeline
Hudson Oak Wealth Advisory LLC25,623$2.47M1.91%+80313F-HRTimeline
Per Stirling Capital Management, LLC.25,331$2.44M0.23%-45,98813F-HRTimeline
Wealth Management Partners, LLC25,293$2.44M0.57%-1,36813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…25,000$2.41M<0.01%-20,00013F-HRTimelineGroup
Mechanics Bank Trust Department24,984$2.41M0.3%-2,22913F-HRTimeline
WHITTIER TRUST CO24,511$2.4M0.02%-50013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,732$2.39M<0.01%+40313F-HRTimelineGroup