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Disclosery

USMV ISHARES TR

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SHS (fund)

1,290 managers (1,302 13F filers) reported a position in USMV shares at 2025-03-31, 190,308,462 shares in all. 106 filers opened a position and 83 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
106
Added
414
Reduced
526
Sold out
83
Shares held by filers
190,308,462

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BLAIR WILLIAM & CO/IL87,594$8.2M0.02%-1,43513F-HRTimeline
Per Stirling Capital Management, LLC.86,409$8.09M1.16%+3,36013F-HRTimeline
Parallel Advisors, LLC85,808$8.04M0.18%-7,92813F-HRTimeline
J.W. COLE ADVISORS, INC.83,789$7.85M0.24%-18,21513F-HRTimeline
PECAUT & CO.83,595$7.83M2.66%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.83,077$7.78M0.09%-13,63113F-HRTimelineGroup
Prospera Financial Services Inc82,078$7.69M0.18%+24013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…82,472$7.65M3.45%-4,89013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.81,603$7.64M3.46%new13F-HRTimeline
SageView Advisory Group, LLC81,198$7.6M0.32%-1,95213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC81,021$7.59M0.69%-6,20613F-HR/ATimeline
Avant Capital LLC80,376$7.53M6.26%+2413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC80,257$7.52M0.01%+42,29813F-HRTimelineGroup
Gladstone Institutional Advisory LLC79,814$7.48M0.35%-7,86113F-HRTimeline
Running Point Capital Advisors, LLC78,723$7.37M2.34%-3,38913F-HRTimeline
L. Roy Papp & Associates, LLP78,586$7.36M0.9%-1,67813F-HRTimeline
Mayflower Financial Advisors, LLC78,081$7.31M1.11%+1,01313F-HRTimeline
VestGen Advisors, LLC76,933$7.21M0.33%13F-HRTimeline
Family Capital Trust Co75,727$7.09M2.54%-4,58913F-HRTimeline
Aptus Capital Advisors, LLC75,643$7.08M0.08%-14,10813F-HRTimeline
Columbus Macro, LLC75,245$7.05M0.93%-51313F-HRTimeline
MATHER GROUP, LLC.74,813$7.01M0.08%+24513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.74,658$6.99M0.5%+2,53813F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC73,888$6.92M2.16%+9,05613F-HRTimeline
FAS Wealth Partners, Inc.73,855$6.92M0.56%+1,70213F-HRTimeline
Moloney Securities Asset Management, LLC73,845$6.92M0.94%+61713F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC72,846$6.82M5.84%+4,31713F-HRTimelineGroup
Able Wealth Management LLC70,311$6.59M3.9%+1,01813F-HRTimeline
Wharton Business Group, LLC71,467$6.55M0.3%-3,27513F-HRTimeline
Orion Porfolio Solutions, LLC69,010$6.46M0.06%+17,25513F-HRTimeline
Orion Portfolio Solutions, LLC69,010$6.46M0.06%+17,25513F-HR/ATimeline
Investment Advisory Group, LLC68,609$6.43M2.15%-91513F-HRTimeline
Dakota Wealth Management67,895$6.36M0.15%-2,44613F-HRTimeline
Allred Capital Management, LLC67,725$6.34M2.53%-16013F-HRTimeline
Independence Bank of Kentucky67,628$6.33M0.99%-96413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding70,319$6.33M+6,548Timeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA67,400$6.31M0.01%new13F-HR/ATimelineGroup
GUERRA PAN ADVISORS, LLC66,754$6.25M4.9%-1,30613F-HRTimeline
Shore Point Advisors, LLC66,659$6.24M3.3%-1,07213F-HRTimeline
Hobbs Group Advisors, LLC66,040$6.19M2.35%+30,03113F-HRTimeline
Csenge Advisory Group67,596$6.09M0.35%+1,88613F-HRTimeline
Sequent Asset Management, LLC64,487$6.04M3.36%013F-HRTimeline
Redwood Park Advisors LLC64,158$6.01M5.04%+2,15513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC63,697$5.97M0.21%+6,69513F-HRTimeline
Perigon Wealth Management, LLC63,692$5.97M0.15%-1,01613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP62,952$5.9M0.01%-7513F-HRTimelineGroup
Kathleen S. Wright Associates Inc.62,392$5.84M2.42%+10313F-HRTimeline
EP Wealth Advisors, LLC61,795$5.79M0.05%-3,32113F-HRTimeline
IBEX WEALTH ADVISORS61,771$5.79M0.77%+9913F-HRTimeline
Arkadios Wealth Advisors61,703$5.78M0.22%+50,43413F-HRTimeline
AlphaCore Capital LLC61,356$5.75M0.49%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources61,310$5.74M<0.01%-1,09613F-HRTimelineGroup
Wells Financial Advisors INC61,137$5.73M7.89%+56213F-HRTimeline
Choate Investment Advisors60,973$5.71M0.14%013F-HRTimeline
Atria Investments, Inc60,661$5.68M0.07%+1,51013F-HRTimeline
High Net Worth Advisory Group LLC60,365$5.65M1.6%-11,06613F-HRTimeline
Modern Wealth Management, LLC60,248$5.64M0.18%+1,63413F-HR/ATimeline
Western Wealth Management, LLC59,955$5.62M0.37%+9,78413F-HRTimeline
Mutual Advisors, LLC60,524$5.5M0.16%+25,16413F-HRTimeline
Allworth Financial LP60,418$5.49M0.03%+21013F-HRTimeline
Foundations Investment Advisors, LLC58,099$5.44M0.1%-10,37613F-HRTimeline
Institute for Wealth Management, LLC.58,096$5.44M0.7%+48,85513F-HRTimeline
Apexium Financial, LP57,874$5.42M0.32%-89113F-HRTimeline
1900 WEALTH MANAGEMENT LLC57,722$5.41M0.45%-19,19213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…56,567$5.3M0.13%-13,10413F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding56,472$5.29M+17,181Timeline
Carr Financial Group Corp56,408$5.28M1.73%+18,92313F-HRTimeline
Haverford Trust Co55,559$5.2M0.05%-46713F-HRTimeline
CAMDEN NATIONAL BANK55,521$5.2M0.77%-1,68213F-HRTimeline
GWN SECURITIES INC.56,671$5.2M0.29%+52,87213F-HRTimeline
Prime Capital Investment Advisors, LLC55,293$5.18M0.06%+16,71013F-HRTimeline
Trilogy Capital Inc.55,054$5.16M0.27%-226,75413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management54,836$5.14M0.82%13F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC54,780$5.13M2.78%-2,18613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.54,723$5.12M0.01%+36,40813F-HRTimelineGroup
FDx Advisors, Inc.54,629$5.12M1.66%-8,33113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP54,557$5.11M0.49%+43913F-HRTimelineGroup
CFM WEALTH PARTNERS LLC53,963$5.05M0.89%+913F-HRTimeline
COURIER CAPITAL LLC53,941$5.05M0.33%+47,79613F-HRTimeline
TOWNSQUARE CAPITAL LLC53,888$5.05M0.05%+3,66613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC53,226$4.99M0.14%-22,98613F-HRTimeline
Capital Asset Advisory Services LLC52,505$4.92M0.25%-12,92513F-HRTimeline
Curtis Advisory Group, LLC52,371$4.91M1.44%+19,70613F-HRTimeline
Caliber Wealth Management, LLC / KS52,221$4.89M0.67%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS51,987$4.87M<0.01%+51,50713F-HRTimelineGroup
RHS Financial, LLC51,922$4.86M2.73%-1,05513F-HRTimeline
IFP Advisors, Inc51,876$4.86M0.15%+20,89413F-HRTimeline
Mandatum Life Insurance Co Ltd51,844$4.86M1.49%-8,61113F-HRTimeline
McNaughton Wealth Management, LLC51,244$4.8M2.33%-73613F-HRTimeline
WealthBridge Capital Management, LLC51,201$4.8M1.35%+60913F-HRTimeline
ADE, LLC50,857$4.76M2.74%-3,14313F-HRTimeline
Cordatus Wealth Management LLC50,844$4.76M1.31%-63413F-HRTimeline
Round Rock Advisors LLC49,687$4.65M0.86%-62613F-HRTimeline
Financial Advocates Investment Manageme…49,550$4.6M0.32%-19,34413F-HRTimeline
Gateway Wealth Partners, LLC48,969$4.59M1.03%-11813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC48,828$4.57M0.16%-15313F-HRTimeline
Milestone Investment Advisors LLC48,750$4.57M1.27%+1,14213F-HRTimeline
Monterey Private Wealth, Inc.48,675$4.56M1.34%-59013F-HRTimeline
Montecito Bank & Trust48,367$4.53M0.8%+1,24813F-HRTimeline
Crestwood Advisors Group, LLC48,254$4.52M0.09%-3,29613F-HRTimeline
Petix & Botte Co46,964$4.4M1.16%-2,31813F-HRTimeline
COZAD ASSET MANAGEMENT INC46,371$4.34M0.43%-13213F-HRTimeline
Sugar Maple Asset Management, LLC46,206$4.33M3.41%+93113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co46,139$4.32M0.06%-2,52713F-HRTimelineGroup
Acorn Wealth Advisors, LLC46,076$4.32M1.8%-3,27113F-HRTimeline
Focus Financial Network, Inc.45,969$4.31M0.18%+50513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.45,773$4.29M3.78%+55113F-HRTimeline
Woodside Wealth Management LLC45,516$4.26M3.95%13F-HRTimeline
Forefront Analytics, LLC45,249$4.24M4.88%-5913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC44,980$4.21M0.22%-2,05813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…44,458$4.16M0.09%-1,43513F-HRTimelineGroup
Legacy Private Trust Co.43,908$4.11M0.28%013F-HRTimeline
HHM Wealth Advisors, LLC43,885$4.11M0.55%-73413F-HRTimeline
Hoese & Co LLP43,371$4.06M3.52%-12513F-HRTimeline
Qube Research & Technologies Ltd43,281$4.05M0.01%-176,89613F-HRTimeline
Advisory Services Network, LLC41,844$3.92M0.08%+2,68013F-HRTimeline
IFG Advisory, LLC41,803$3.92M0.22%-1,38213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.43,936$3.89M0.67%-1,19113F-HR/ATimeline
Ashton Thomas Private Wealth, LLC41,272$3.87M0.15%+18613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,774$3.82M<0.01%+8,39413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,719$3.81M<0.01%-61,19513F-HR/ATimelineGroup
Cardinal Strategic Wealth Guidance40,507$3.79M1.21%-2,79413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC40,294$3.77M0.02%-75013F-HRTimelineGroup
Emerald Advisors, LLC40,119$3.76M0.5%+2,44813F-HRTimeline
MCMORGAN & CO LLC40,109$3.76M0.6%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK39,878$3.73M0.02%-2,53813F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC39,821$3.73M3.17%-66913F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.39,700$3.72M0.02%-20013F-HRTimelineGroup
Strategic Point Investment Advisors, LLC39,648$3.71M0.62%+36013F-HRTimeline
Houlihan Financial Resource Group, Ltd.39,619$3.71M1.67%-93013F-HRTimeline
Aries Wealth Management39,141$3.67M1%-1,48313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC38,941$3.65M0.36%-73413F-HRTimeline
Grayhawk Investment Strategies Inc.38,914$3.64M8.3%-24013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED39,097$3.63M0.34%+32,40013F-HR/ATimeline
Strategic Blueprint, LLC38,676$3.62M0.2%+4,71013F-HRTimeline
GPS Wealth Strategies Group, LLC38,528$3.61M0.49%-3,54913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO38,422$3.6M0.09%-313F-HRTimeline
Bell Investment Advisors, Inc38,390$3.6M0.66%-5513F-HRTimeline
CGN Advisors LLC38,356$3.59M0.35%-1,01113F-HRTimeline
Keystone Financial Group38,154$3.57M0.36%-5,17313F-HRTimeline
CORA CAPITAL ADVISORS LLC38,137$3.57M1.71%-50513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC39,301$3.57M0.38%-1,00013F-HRTimeline
SAXON INTERESTS, INC.37,641$3.53M1.65%+19,85013F-HRTimeline
Elevation Capital Advisory, LLC37,628$3.52M1.54%new13F-HRTimeline
Hibernia Wealth Partners, LLC37,454$3.51M2.49%+4913F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC37,394$3.5M0.74%+2813F-HRTimeline
Cyndeo Wealth Partners, LLC37,338$3.5M0.23%+1,80313F-HRTimeline
Yeomans Consulting Group, Inc.37,243$3.49M1.35%+2,21113F-HRTimeline
GGM Financial LLC37,177$3.48M2.38%-86313F-HRTimeline
Mechanics Bank Trust Department37,087$3.47M0.47%-2,46213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC37,073$3.47M2.01%-2,43013F-HRTimeline
Vermillion & White Wealth Management Gr…37,035$3.47M2.51%+20,34613F-HRTimeline
One Wealth Advisors, LLC37,003$3.47M0.52%+4,52913F-HRTimeline
Delta Wealth Advisors LLC36,900$3.46M3.14%+3,17113F-HRTimeline
Summit Financial, LLC36,894$3.46M0.1%+6,73513F-HRTimeline
TD Waterhouse Canada Inc.36,834$3.45M0.03%-1,21913F-HRTimeline
CX Institutional36,757$3.44M0.13%-1,84013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…36,712$3.44M0.09%-29213F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.36,267$3.4M1.41%-6,67913F-HRTimeline
Cynosure Group, LLC36,192$3.39M0.47%+12713F-HRTimeline
Weaver Consulting Group36,006$3.37M1.02%-1113F-HRTimeline
Farther Finance Advisors, LLC35,897$3.36M0.09%+17,08013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC35,735$3.35M1.15%-85913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,476$3.32M0.01%+27,86813F-HR/ATimelineGroup
MARINO, STRAM & ASSOCIATES LLC34,963$3.27M0.73%-40013F-HRTimeline
Arax Advisory Partners34,906$3.27M0.21%-3,47813F-HRTimeline
Diversified Enterprises, LLC34,655$3.25M0.27%+6,52313F-HRTimeline
Pallas Capital Advisors LLC34,557$3.24M0.13%-113F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC34,169$3.2M2.15%-93213F-HRTimeline
Mullooly Asset Management, Inc.34,153$3.2M1.45%13F-HR/ATimeline
Tacita Capital Inc33,698$3.16M2.27%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC33,688$3.16M0.25%-91813F-HRTimeline
Foster Group, Inc.33,687$3.16M0.12%-46913F-HRTimeline
Legacy Financial Advisors, Inc.33,639$3.15M0.53%-41,56813F-HRTimeline
BCM ADVISORS, LLC33,849$3.14M0.71%-2,53813F-HRTimeline
10Elms LLP33,351$3.12M3.14%-1,24013F-HRTimeline
Waverly Advisors, LLC32,829$3.07M0.04%-5713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…32,754$3.07M0.13%+14513F-HRTimelineGroup
Empire Life Investments Inc.32,400$3.03M0.2%new13F-HRTimeline
NWAM LLC31,545$2.95M0.25%+84213F-HRTimeline
Sarver Vrooman Wealth Advisors31,367$2.94M1.95%13F-HRTimeline
FLOW TRADERS U.S. LLC31,352$2.94M0.12%-42,61313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.31,321$2.93M0.14%-1,07313F-HRTimelineGroup
Delos Wealth Advisors, LLC31,303$2.93M2.32%+5913F-HRTimeline
Syverson Strege & Co31,258$2.93M0.94%-14213F-HRTimeline
SAX WEALTH ADVISORS, LLC30,944$2.9M0.21%-1,23813F-HRTimeline
Capital Investment Advisory Services, L…30,854$2.89M0.26%+1,11813F-HRTimeline
Avid Wealth Partners LLC30,854$2.89M1.96%new13F-HRTimeline
First Heartland Consultants, Inc.30,665$2.87M0.3%+35713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC30,641$2.87M0.36%+25813F-HRTimeline
Bowman & Co S.C.30,574$2.86M1.41%-14,00613F-HRTimeline
Maridea Wealth Management LLC30,029$2.81M0.92%-25,31113F-HRTimeline
Visionary Wealth Advisors29,740$2.79M0.17%-62413F-HRTimeline
Wealth Management Partners, LLC29,615$2.77M1.28%-1,29913F-HRTimeline
ETF Store, Inc.29,565$2.77M3.4%-1,00413F-HRTimeline
Robertson Stephens Wealth Management, L…29,536$2.77M0.1%+7,50113F-HRTimeline
Quantinno Capital Management LP29,532$2.77M0.02%+11,43513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…29,456$2.76M0.21%+2513F-HRTimeline
Mascoma Wealth Management LLC29,400$2.75M0.69%-2,26513F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC29,150$2.73M0.44%013F-HRTimeline