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Disclosery

USMV ISHARES TR

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SHS (fund)

1,271 managers (1,285 13F filers) reported a position in USMV shares at 2024-12-31, 186,489,023 shares in all. 74 filers opened a position and 62 filers sold out during the quarter.

Managers
1,271
13F filers
1,285
New
74
Added
340
Reduced
532
Sold out
62
Shares held by filers
186,489,023

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC83,150$7.38M0.32%-4,89713F-HRTimeline
Per Stirling Capital Management, LLC.83,049$7.37M1.05%-7,83513F-HRTimeline
Running Point Capital Advisors, LLC82,112$7.29M2.5%-17,47213F-HRTimeline
Prospera Financial Services Inc81,838$7.27M0.17%-4,02513F-HRTimeline
Avant Capital LLC80,352$7.13M5.92%13F-HRTimeline
Family Capital Trust Co80,316$7.13M2.42%-4,48713F-HRTimeline
L. Roy Papp & Associates, LLP80,264$7.13M0.83%+4,35013F-HRTimeline
Mayflower Financial Advisors, LLC77,068$6.84M1.02%-1,41613F-HRTimeline
1900 WEALTH MANAGEMENT LLC76,914$6.83M0.57%-1,51913F-HRTimeline
Merit Financial Group, LLC76,827$6.82M0.12%+6,66013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC76,212$6.77M0.17%-5,82313F-HRTimeline
Columbus Macro, LLC75,758$6.73M0.93%+48,38713F-HRTimeline
World Investment Advisors75,462$6.7M0.18%-116,45313F-HRTimeline
Legacy Financial Advisors, Inc.75,207$6.68M1.1%-9,91213F-HRTimeline
Wharton Business Group, LLC74,742$6.64M0.3%-1,21313F-HRTimeline
MATHER GROUP, LLC.74,568$6.62M0.09%+16113F-HRTimeline
FLOW TRADERS U.S. LLC73,965$6.57M0.26%+8,10813F-HRTimeline
Moloney Securities Asset Management, LLC73,228$6.5M0.87%+44313F-HRTimeline
AE Wealth Management LLC72,896$6.47M0.05%+8,88713F-HRTimeline
EdgeRock Capital LLC72,398$6.43M4.21%+5,24013F-HRTimeline
FAS Wealth Partners, Inc.72,153$6.41M0.54%+40113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding72,120$6.4M-4,304Timeline
High Net Worth Advisory Group LLC71,431$6.34M1.77%-1,67713F-HRTimeline
Dakota Wealth Management70,341$6.25M0.14%+83013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…69,671$6.19M0.17%-57,36513F-HRTimelineGroup
Investment Advisory Group, LLC69,524$6.17M2.07%-35913F-HRTimeline
Financial Advocates Investment Manageme…68,894$6.16M0.35%-18,41513F-HRTimeline
Able Wealth Management LLC69,293$6.15M4.05%+98113F-HRTimeline
Independence Bank of Kentucky68,592$6.09M0.94%+57,48113F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC68,529$6.08M5.09%-12,44013F-HRTimelineGroup
Foundations Investment Advisors, LLC68,475$6.08M0.12%+1,82813F-HRTimeline
GUERRA PAN ADVISORS, LLC68,060$6.04M4.37%-25313F-HRTimeline
Allred Capital Management, LLC67,885$6.03M2.33%-25813F-HRTimeline
Shore Point Advisors, LLC67,731$6.01M3.23%-67613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…67,476$5.99M0.12%new13F-HRTimelineGroup
GTS SECURITIES LLC66,687$5.92M0.29%+57,66113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV65,881$5.85M0.19%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC65,856$5.85M0.02%+42,94413F-HRTimelineGroup
Csenge Advisory Group65,710$5.83M0.32%+1,42913F-HRTimeline
Capital Asset Advisory Services LLC65,430$5.83M0.29%-15,66813F-HRTimeline
Perigon Wealth Management, LLC64,708$5.8M0.14%+2,45613F-HRTimeline
EP Wealth Advisors, LLC65,116$5.78M0.05%-11,69113F-HRTimeline
KELLY FINANCIAL GROUP LLC64,832$5.76M2.05%13F-HRTimeline
Sequent Asset Management, LLC64,487$5.73M2.82%-38513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding63,771$5.66M-28,726Timeline
Corient Private Wealth LPin group Corient Private Wealth LP63,027$5.6M0.01%-28,18013F-HRTimelineGroup
FDx Advisors, Inc.62,960$5.59M1.63%-4,52513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources62,406$5.54M<0.01%+26513F-HRTimelineGroup
Kathleen S. Wright Associates Inc.62,289$5.53M2.3%+1,80413F-HRTimeline
Redwood Park Advisors LLC62,003$5.51M4.7%13F-HRTimeline
MGO ONE SEVEN LLC61,939$5.5M0.21%+60613F-HRTimeline
IBEX WEALTH ADVISORS61,672$5.48M0.64%new13F-HRTimeline
Allworth Financial LP60,208$5.46M0.03%+79913F-HRTimeline
Choate Investment Advisors60,973$5.41M0.13%+27613F-HRTimeline
Wells Financial Advisors INC60,575$5.38M7.33%-1,89213F-HRTimeline
Mandatum Life Insurance Co Ltd60,455$5.37M1.59%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,847$5.31M<0.01%-51,14613F-HRTimelineGroup
Atria Investments, Inc59,151$5.25M0.07%+1,22113F-HRTimeline
Apexium Financial, LP58,765$5.22M0.32%-78413F-HRTimeline
Modern Wealth Management, LLC58,614$5.2M0.19%+60013F-HR/ATimeline
CAMDEN NATIONAL BANK57,203$5.08M0.76%-1,35313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INDEPENDENT FINANCIAL GROUP, LLC57,002$5.06M0.17%+2,75713F-HRTimeline
Roehl & Yi Investment Advisors, LLC56,966$5.06M2.78%13F-HRTimeline
Haverford Trust Co56,026$4.97M0.05%-3,96713F-HRTimeline
Maridea Wealth Management LLC55,340$4.91M1.58%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP54,118$4.81M0.45%+57113F-HRTimelineGroup
ADE, LLC54,000$4.79M2.94%-1,57613F-HRTimeline
CFM WEALTH PARTNERS LLC53,954$4.79M0.81%+1,73513F-HRTimeline
RHS Financial, LLC52,977$4.7M2.43%-2,65713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,069$4.62M0.01%-13,82313F-HRTimelineGroup
McNaughton Wealth Management, LLC51,980$4.62M2.22%+5713F-HRTimeline
Orion Porfolio Solutions, LLC51,755$4.6M0.05%+21213F-HRTimeline
Orion Portfolio Solutions, LLC51,755$4.6M0.05%+21213F-HRTimeline
Crestwood Advisors Group, LLC51,550$4.58M0.09%-1,34813F-HRTimeline
Cordatus Wealth Management LLC51,478$4.57M1.21%-40913F-HRTimeline
WealthBridge Capital Management, LLC50,592$4.49M1.25%+2,09213F-HRTimeline
Round Rock Advisors LLC50,313$4.47M0.92%-1,50813F-HRTimeline
TOWNSQUARE CAPITAL LLC50,222$4.46M0.05%-5,78113F-HRTimeline
Western Wealth Management, LLC50,171$4.45M0.29%+3,32013F-HR/ATimeline
Acorn Wealth Advisors, LLC49,347$4.38M1.81%-1,99713F-HRTimeline
Petix & Botte Co49,282$4.38M1.15%-16,37813F-HRTimeline
Monterey Private Wealth, Inc.49,265$4.37M1.44%-1,43913F-HRTimeline
Gateway Wealth Partners, LLC49,087$4.36M1.13%+27513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC48,981$4.35M0.16%-11813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co48,666$4.32M0.06%-49313F-HRTimelineGroup
Altus Wealth Group LLC48,414$4.3M1.9%-3,85313F-HRTimeline
Milestone Investment Advisors LLC47,608$4.23M1.15%-23413F-HRTimeline
Montecito Bank & Trust47,119$4.18M0.72%-69513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC47,038$4.18M0.22%+21913F-HRTimeline
COZAD ASSET MANAGEMENT INC46,503$4.13M0.39%-75413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…45,893$4.08M0.09%+50513F-HRTimelineGroup
Focus Financial Network, Inc.45,464$4.04M0.16%+13913F-HRTimeline
Forefront Analytics, LLC45,308$4.02M1.87%+33,52013F-HRTimeline
Sugar Maple Asset Management, LLC45,275$4.02M3.06%-79813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.45,222$4.02M3.71%13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.45,127$4.01M0.65%-31113F-HRTimeline
HHM Wealth Advisors, LLC44,619$3.96M0.54%-48513F-HRTimeline
Bowman & Co S.C.44,580$3.96M2.05%-6,09613F-HRTimeline
Legacy Private Trust Co.43,908$3.9M0.26%-1,65113F-HRTimeline
Hoese & Co LLP43,496$3.86M3.35%-70113F-HRTimeline
Keystone Financial Group43,327$3.85M0.38%+3,49513F-HRTimeline
Cardinal Strategic Wealth Guidance43,301$3.84M1.23%-7,03613F-HRTimeline
IFG Advisory, LLC43,185$3.83M0.22%-23,93813F-HRTimeline
INVESTMENT PARTNERS, LTD.42,946$3.81M1.57%-15413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK42,416$3.77M0.02%-1,02513F-HRTimelineGroup
GPS Wealth Strategies Group, LLC42,077$3.74M0.48%-26513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC40,301$3.72M0.37%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC41,105$3.65M0.04%-125,83013F-HRTimeline
Ashton Thomas Private Wealth, LLC41,086$3.65M0.14%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC41,044$3.64M0.02%+28,00013F-HRTimelineGroup
Aries Wealth Management40,624$3.61M0.99%-5513F-HRTimeline
Houlihan Financial Resource Group, Ltd.40,549$3.6M1.53%+6513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC40,490$3.6M2.96%-93113F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.39,900$3.54M0.02%-75013F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC39,675$3.52M0.34%-1,12413F-HRTimeline
Mechanics Bank Trust Department39,549$3.51M0.47%-76013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC39,503$3.51M1.94%+5,84913F-HRTimeline
CGN Advisors LLC39,367$3.5M0.34%+3513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding39,291$3.49M0Timeline
Strategic Point Investment Advisors, LLC39,288$3.49M0.57%-58613F-HRTimeline
Advisory Services Network, LLC39,164$3.48M0.06%+2,67413F-HRTimeline
Grayhawk Investment Strategies Inc.39,154$3.48M6.63%new13F-HRTimeline
CORA CAPITAL ADVISORS LLC38,642$3.43M1.65%-54913F-HRTimeline
Federation des caisses Desjardins du Qu…38,626$3.43M0.02%+6,31613F-HRTimeline
CX Institutional38,597$3.43M0.14%-2,83913F-HRTimeline
Prime Capital Investment Advisors, LLC38,583$3.43M0.05%-3,93613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers38,547$3.42M0.01%-4,44413F-HRTimelineGroup
Bell Investment Advisors, Inc38,445$3.41M0.64%-6413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO38,425$3.41M0.06%-8,46613F-HRTimeline
Arax Advisory Partners38,384$3.41M0.21%+5,29913F-HRTimeline
BCM ADVISORS, LLC36,387$3.39M0.76%-7,93413F-HRTimeline
TD Waterhouse Canada Inc.38,053$3.38M0.03%-57813F-HRTimeline
GGM Financial LLC38,040$3.38M3.6%+36613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC37,959$3.37M<0.01%+3,91613F-HRTimelineGroup
Emerald Advisors, LLC37,671$3.34M0.46%+1,18913F-HRTimeline
Carr Financial Group Corp37,485$3.33M1.05%+2,70313F-HRTimeline
Hibernia Wealth Partners, LLC37,405$3.32M2.54%-37,13813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC37,366$3.32M0.7%-70213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…37,004$3.29M0.08%-3513F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC36,594$3.25M1.15%-4,75913F-HRTimeline
Cynosure Group, LLC36,065$3.2M0.48%new13F-HRTimeline
Weaver Consulting Group36,017$3.2M0.98%013F-HRTimeline
Hobbs Group Advisors, LLC36,009$3.2M1.2%-41,67613F-HRTimeline
Mutual Advisors, LLC35,360$3.17M0.09%+1,75913F-HRTimeline
Cyndeo Wealth Partners, LLC35,535$3.16M0.21%-5,48213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC35,363$3.14M0.69%+82513F-HRTimeline
Financial Enhancement Group LLC35,563$3.14M0.48%-84,16013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC35,101$3.12M2.06%-19613F-HRTimeline
Yeomans Consulting Group, Inc.35,032$3.11M1.16%+83913F-HRTimeline
ORG Partners LLC34,968$3.11M0.42%-2713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC34,606$3.07M0.25%+33,90213F-HRTimeline
10Elms LLP34,591$3.07M3.17%13F-HRTimeline
Pallas Capital Advisors LLC34,558$3.07M0.13%013F-HRTimeline
Foster Group, Inc.34,156$3.03M0.12%-2,39313F-HRTimeline
Strategic Blueprint, LLC33,966$3.02M0.18%+6,68713F-HRTimeline
Delta Wealth Advisors LLC33,729$2.99M2.82%-1,26913F-HRTimeline
Tacita Capital Inc33,698$2.99M2.14%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.32,394$2.98M0.14%-99813F-HRTimelineGroup
Santori & Peters, Inc.33,458$2.97M1.14%-5113F-HRTimeline
Waverly Advisors, LLC32,886$2.92M0.05%+10,49613F-HRTimeline
Curtis Advisory Group, LLC32,665$2.9M0.77%-6413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…32,609$2.9M0.12%-19813F-HRTimelineGroup
One Wealth Advisors, LLC32,474$2.88M0.43%-1,11013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/32,380$2.88M<0.01%+36813F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV32,354$2.87M1.12%13F-HRTimeline
SAX WEALTH ADVISORS, LLC32,182$2.86M0.22%-1,11513F-HRTimeline
Good Life Advisors, LLC31,896$2.83M0.21%-15,94213F-HRTimeline
Mascoma Wealth Management LLC31,665$2.81M0.71%-14,14913F-HRTimeline
Syverson Strege & Co31,400$2.79M0.93%-56613F-HRTimeline
Delos Wealth Advisors, LLC31,244$2.77M2.21%+3,55113F-HRTimeline
John W. Brooker & Co., CPAs31,205$2.77M1.2%-78513F-HRTimeline
IFP Advisors, Inc30,982$2.75M0.09%-75613F-HRTimeline
Wealth Management Partners, LLC30,914$2.74M1.18%-80413F-HRTimeline
NWAM LLC30,703$2.73M0.17%+18013F-HRTimeline
ETF Store, Inc.30,569$2.71M3.37%-4,15513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…29,910$2.71M0.15%-69613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC30,383$2.7M0.34%-31613F-HRTimeline
Visionary Wealth Advisors30,364$2.7M0.16%-65513F-HRTimeline
First Heartland Consultants, Inc.30,308$2.69M0.28%-38913F-HRTimeline
Summit Financial, LLC30,159$2.68M0.09%+15,18213F-HRTimeline
Tanglewood Legacy Advisors, LLC29,801$2.65M1.13%-33013F-HRTimeline
Capital Investment Advisory Services, L…29,736$2.64M0.25%+10013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…29,431$2.61M0.2%+34713F-HRTimeline
UMB Bank, n.a.29,223$2.59M0.04%-5,17813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NEW ENGLAND ASSET MANAGEMENT INC29,150$2.59M0.44%013F-HRTimeline
TWO SIGMA SECURITIES, LLC28,988$2.57M0.47%+25,99013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding28,788$2.56M+9,321Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…28,522$2.53M1.01%-16713F-HRTimeline
Diversified Enterprises, LLC28,132$2.5M0.24%-2,10813F-HRTimeline
Ellis Investment Partners, LLC27,957$2.48M0.49%-5,37213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27,815$2.47M0.08%-97413F-HRTimelineGroup
Milestone Asset Management Group, LLC27,698$2.46M2.2%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD27,600$2.45M0.01%013F-HRTimelineGroup
Archford Capital Strategies, LLC27,566$2.45M0.37%+5,37413F-HRTimeline
Keebeck Wealth Management27,365$2.43M0.35%-16213F-HRTimeline
SIGNATUREFD, LLC26,958$2.39M0.05%-2,90613F-HRTimeline
ACT Advisors, LLC.26,923$2.39M1.29%-12913F-HRTimeline
180 WEALTH ADVISORS, LLC26,816$2.38M0.37%-1,38513F-HRTimeline
Kingsview Wealth Management, LLC26,543$2.36M0.05%-34,45313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding26,491$2.35M+97Timeline