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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 2025-06-30, 180,894,166 shares in all. 72 filers opened a position and 74 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
72
Added
450
Reduced
527
Sold out
74
Shares held by filers
180,894,166

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Prospera Financial Services Inc80,682$7.58M0.14%-1,39613F-HRTimeline
SageView Advisory Group, LLC79,513$7.43M0.28%-1,68513F-HRTimeline
KELLY FINANCIAL GROUP LLC79,083$7.42M2.15%+5,19513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC79,076$7.42M0.05%+75,18313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC78,967$7.41M0.59%-2,05413F-HRTimeline
L. Roy Papp & Associates, LLP78,603$7.38M0.88%+1713F-HRTimeline
Allworth Financial LP78,585$7.38M0.04%+18,16713F-HRTimeline
Gladstone Institutional Advisory LLC78,252$7.35M0.3%-1,56213F-HRTimeline
Mayflower Financial Advisors, LLC77,102$7.24M1.01%-97913F-HRTimeline
Avant Capital LLC76,993$7.23M5.61%-3,38313F-HRTimeline
Hibernia Wealth Partners, LLC76,157$7.15M2.61%+38,70313F-HRTimeline
Good Life Advisors, LLC75,807$7.12M0.44%+67,68913F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC75,749$7.11M6.18%+2,90313F-HRTimelineGroup
World Investment Advisors75,601$7.1M0.16%-83,83813F-HRTimeline
Aptus Capital Advisors, LLC75,224$7.06M0.07%-41913F-HRTimeline
MATHER GROUP, LLC.74,791$7.02M0.07%-2213F-HRTimeline
Moloney Securities Asset Management, LLC74,587$7M0.87%+74213F-HRTimeline
CPC Advisors, LLC74,586$7M0.88%-20,39113F-HRTimeline
FAS Wealth Partners, Inc.74,030$6.95M0.51%+17513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.73,609$6.91M0.45%-1,04913F-HRTimelineGroup
Running Point Capital Advisors, LLC73,246$6.88M1.9%-5,47713F-HRTimeline
Family Capital Trust Co71,877$6.75M2.34%-3,85013F-HRTimeline
COURIER CAPITAL LLC71,519$6.71M0.41%+17,57813F-HRTimeline
Able Wealth Management LLC71,516$6.71M3.39%+1,20513F-HRTimeline
Federation des caisses Desjardins du Qu…71,139$6.68M0.03%-40,71413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…70,870$6.65M0.06%-282,13113F-HRTimelineGroup
Orion Porfolio Solutions, LLC70,687$6.64M0.06%+1,67713F-HR/ATimeline
Select Asset Management & Trust70,420$6.61M2.26%new13F-HRTimeline
Perigon Wealth Management, LLC69,111$6.49M0.15%+5,41913F-HRTimeline
GUERRA PAN ADVISORS, LLC68,869$6.46M4.26%+2,11513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC68,723$6.45M1.62%-42,39813F-HRTimeline
Wharton Business Group, LLC68,473$6.42M0.27%-2,99413F-HRTimeline
Investment Advisory Group, LLC68,268$6.41M1.94%-34113F-HRTimeline
Allred Capital Management, LLC67,731$6.36M2.38%+613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…67,532$6.34M0.01%-37,84113F-HR/ATimelineGroup
Independence Bank of Kentucky67,358$6.32M0.9%-27013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP67,195$6.31M0.45%new13F-HRTimelineGroup
Shore Point Advisors, LLC67,157$6.3M3.03%+49813F-HRTimeline
Redwood Park Advisors LLC67,075$6.3M4.83%+2,91713F-HRTimeline
Arkadios Wealth Advisors66,425$6.24M0.19%+4,72213F-HRTimeline
Dakota Wealth Management66,102$6.21M0.13%-1,79313F-HRTimeline
Csenge Advisory Group66,350$6.2M0.33%-1,24613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC66,093$6.2M0.17%+2,39613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management65,988$6.19M0.94%+11,15213F-HRTimelineGroup
Summit Financial, LLC63,936$6M0.14%+27,04213F-HRTimeline
Kathleen S. Wright Associates Inc.63,897$6M2.34%+1,50513F-HRTimeline
AE Wealth Management LLC63,573$5.97M0.04%-66,98913F-HRTimeline
Robertson Stephens Wealth Management, L…62,801$5.9M0.2%+33,26513F-HRTimeline
Hobbs Group Advisors, LLC62,771$5.89M2.01%-3,26913F-HRTimeline
Foundations Investment Advisors, LLC61,445$5.77M0.09%+3,34613F-HRTimeline
AlphaCore Capital LLC61,403$5.76M0.22%+4713F-HRTimeline
Atria Investments, Inc61,350$5.76M0.07%+68913F-HRTimeline
Sequent Asset Management, LLC61,347$5.76M4.6%-3,14013F-HRTimeline
Choate Investment Advisors60,973$5.72M0.12%013F-HRTimeline
EP Wealth Advisors, LLC60,904$5.72M0.04%-89113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding60,247$5.66M+3,775Timeline
Modern Wealth Management, LLC59,879$5.62M0.14%-36913F-HR/ATimeline
High Net Worth Advisory Group LLC59,784$5.61M1.49%-58113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources59,010$5.54M<0.01%-2,30013F-HRTimelineGroup
Western Wealth Management, LLC58,485$5.49M0.33%-1,47013F-HRTimeline
IFP Advisors, Inc58,400$5.48M0.16%+6,52413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP58,104$5.45M0.01%-4,84813F-HR/ATimelineGroup
1900 WEALTH MANAGEMENT LLC57,650$5.41M0.41%-7213F-HRTimeline
CFM WEALTH PARTNERS LLC57,210$5.37M0.85%+3,24713F-HRTimeline
Apexium Financial, LP57,004$5.35M0.28%-87013F-HRTimeline
CAMDEN NATIONAL BANK55,592$5.22M0.75%+7113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management55,594$5.21M0.19%+28,82413F-HRTimelineGroup
Haverford Trust Co55,020$5.16M0.05%-53913F-HRTimeline
Wells Financial Advisors INC54,908$5.15M7.08%-6,22913F-HRTimeline
WealthBridge Capital Management, LLC53,920$5.06M1.28%+2,71913F-HRTimeline
VestGen Advisors, LLC53,535$5.01M0.2%-23,39813F-HRTimeline
Caliber Wealth Management, LLC / KS53,095$4.98M0.54%+87413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP53,079$4.98M0.46%-1,47813F-HRTimelineGroup
Mutual Advisors, LLC52,006$4.9M0.12%-8,51813F-HRTimeline
Roehl & Yi Investment Advisors, LLC51,901$4.87M2.49%-2,87913F-HRTimeline
Gateway Wealth Partners, LLC50,930$4.78M0.91%+1,96113F-HRTimeline
Fragasso Financial Advisors Inc50,635$4.75M0.32%-53,24413F-HRTimeline
Cordatus Wealth Management LLC50,530$4.74M1.17%-31413F-HRTimeline
TD Waterhouse Canada Inc.50,042$4.7M0.03%+13,20813F-HRTimeline
McNaughton Wealth Management, LLC49,825$4.68M2.09%-1,41913F-HRTimeline
Capital Asset Advisory Services LLC48,745$4.6M0.21%-3,76013F-HRTimeline
Advisory Services Network, LLC49,446$4.58M0.07%+7,60213F-HRTimeline
Round Rock Advisors LLC48,774$4.58M0.79%-91313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC48,745$4.58M0.11%-4,48113F-HRTimeline
Milestone Investment Advisors LLC48,734$4.57M1.19%-1613F-HRTimeline
Vise Technologies, Inc.48,449$4.55M0.19%13F-HRTimeline
ADE, LLC48,154$4.52M2.4%-2,70313F-HRTimeline
Cascades Capital Asset Management, LLC47,934$4.5M2.31%+35,78313F-HRTimeline
RHS Financial, LLC47,693$4.48M2.54%-4,22913F-HRTimeline
Carr Financial Group Corp47,480$4.46M1.32%-8,92813F-HRTimeline
Crestwood Advisors Group, LLC47,355$4.44M0.08%-89913F-HRTimeline
VICUS CAPITAL46,495$4.36M0.36%new13F-HRTimeline
Petix & Botte Co46,339$4.35M1.07%-62513F-HRTimeline
Focus Financial Network, Inc.46,221$4.34M0.17%+25213F-HRTimeline
COZAD ASSET MANAGEMENT INC45,742$4.29M0.38%-62913F-HR/ATimeline
RIK SAYLOR FINANCIAL, INC.45,636$4.28M3.3%-13713F-HRTimeline
Woodside Wealth Management LLC45,241$4.25M3.65%-27513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC45,225$4.25M0.14%-3,60313F-HRTimeline
Forefront Analytics, LLC45,174$4.24M4.74%-7513F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co45,071$4.23M0.05%-1,06813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/44,819$4.21M<0.01%+4,04513F-HRTimelineGroup
Trilogy Capital Inc.44,802$4.21M0.2%-10,25213F-HRTimeline
Quantinno Capital Management LP44,762$4.2M0.02%+15,23013F-HRTimeline
Acorn Wealth Advisors, LLC44,038$4.13M1.54%-2,03813F-HRTimeline
Global Retirement Partners, LLC43,897$4.12M0.1%13F-HRTimeline
Legacy Private Trust Co.43,766$4.11M0.27%-14213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC43,537$4.09M0.19%-1,44313F-HRTimeline
HHM Wealth Advisors, LLC43,093$4.05M0.48%-79213F-HRTimeline
Emerald Advisors, LLC42,448$3.98M0.51%+2,32913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.42,288$3.97M0.62%-1,64813F-HR/ATimeline
Mandatum Life Insurance Co Ltd42,164$3.96M1.04%-9,68013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC42,440$3.95M0.36%+3,13913F-HRTimeline
Strategic Point Investment Advisors, LLC41,452$3.89M0.6%+1,80413F-HRTimeline
IFG Advisory, LLC41,385$3.88M0.2%-41813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …41,161$3.86M0.06%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC40,614$3.81M0.01%new13F-HR/ATimelineGroup
CALTON & ASSOCIATES, INC.40,526$3.8M0.66%+33,41513F-HRTimeline
Cardinal Strategic Wealth Guidance40,484$3.8M1.1%-2313F-HRTimeline
Ashton Thomas Private Wealth, LLC40,372$3.79M0.13%-90013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC40,334$3.79M<0.01%new13F-HRTimelineGroup
Weaver Consulting Group40,330$3.79M1.05%+4,32413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…40,196$3.77M0.08%-4,26213F-HRTimelineGroup
Keystone Financial Group39,779$3.73M0.34%+1,62513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC39,413$3.7M2.94%-40813F-HRTimeline
Houlihan Financial Resource Group, Ltd.38,980$3.64M1.51%-63913F-HRTimeline
MCMORGAN & CO LLC38,700$3.63M0.54%-1,40913F-HRTimeline
Prime Capital Investment Advisors, LLC38,696$3.63M0.05%-16,59713F-HRTimeline
Bell Investment Advisors, Inc38,475$3.61M0.62%+8513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK38,456$3.61M0.02%-1,42213F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC38,420$3.61M0.33%-52113F-HRTimeline
Yeomans Consulting Group, Inc.38,246$3.61M1.49%+1,00313F-HRTimeline
CGN Advisors LLC38,029$3.57M0.32%-32713F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.38,000$3.57M0.01%-1,70013F-HRTimelineGroup
Strategic Blueprint, LLC37,859$3.55M0.17%-81713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC38,569$3.55M0.01%-1,72513F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC37,793$3.55M1.58%-34413F-HRTimeline
Sagard Holdings Management Inc.37,714$3.54M9.91%13F-HRTimeline
SAXON INTERESTS, INC.37,641$3.53M1.65%013F-HRTimeline
Vermillion & White Wealth Management Gr…37,263$3.5M2.27%+22813F-HRTimeline
Arax Advisory Partners36,862$3.46M0.16%+1,95613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC36,833$3.46M0.67%-56113F-HRTimeline
Composition Wealth, LLC36,710$3.45M0.06%+15,27413F-HRTimeline
CROBAN36,619$3.44M2.94%new13F-HRTimeline
Cynosure Group, LLC36,320$3.41M0.39%+12813F-HRTimeline
INVESTMENT PARTNERS, LTD.36,318$3.41M1.29%+5113F-HRTimeline
GPS Wealth Strategies Group, LLC36,218$3.4M0.39%-2,31013F-HRTimeline
Sugar Maple Asset Management, LLC36,156$3.39M2.65%-10,05013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…36,104$3.39M0.08%-60813F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC35,999$3.38M1.7%-1,07413F-HRTimeline
CX Institutional35,522$3.33M0.12%-1,23513F-HR/ATimeline
BCM ADVISORS, LLC35,455$3.32M0.71%+1,60613F-HRTimeline
Cyndeo Wealth Partners, LLC35,111$3.3M0.2%-2,22713F-HRTimeline
GGM Financial LLC35,098$3.29M1.91%-2,07913F-HR/ATimeline
Syverson Strege & Co34,935$3.28M0.77%+3,67713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC34,724$3.26M1.01%-1,01113F-HRTimeline
10Elms LLP34,709$3.26M3.1%+1,35813F-HRTimeline
Financial Advocates Investment Manageme…34,680$3.26M0.27%-14,87013F-HRTimeline
One Wealth Advisors, LLC34,429$3.23M0.45%-2,57413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC34,410$3.23M2%+24113F-HRTimeline
Foster Group, Inc.34,361$3.23M0.11%+67413F-HRTimeline
Mullooly Asset Management, Inc.34,159$3.21M1.35%+613F-HRTimeline
Diversified Enterprises, LLC33,983$3.19M0.24%-67213F-HRTimeline
Curtis Advisory Group, LLC33,946$3.19M0.8%-18,42513F-HRTimeline
Mechanics Bank Trust Department33,810$3.17M0.46%-3,27713F-HRTimeline
Tacita Capital Inc33,698$3.16M2.03%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC33,600$3.15M0.64%-1,36313F-HRTimeline
Delta Wealth Advisors LLC33,410$3.14M2.63%-3,49013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC33,281$3.12M0.22%-40713F-HRTimeline
Pallas Capital Advisors LLC33,110$3.11M0.12%-1,44713F-HRTimeline
Family Manage LLC32,970$3.09M0.47%+15,32413F-HRTimeline
Aries Wealth Management32,318$3.03M0.79%-6,82313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC31,733$2.98M0.02%+3,48513F-HRTimeline
Sarver Vrooman Wealth Advisors31,425$2.95M1.96%+5813F-HRTimeline
Maridea Wealth Management LLC31,318$2.94M0.77%+1,28913F-HRTimeline
Capital Investment Advisory Services, L…31,085$2.92M0.24%+23113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,942$2.9M0.11%-1,81213F-HRTimelineGroup
First Heartland Consultants, Inc.30,850$2.9M0.26%+18513F-HRTimeline
Waverly Advisors, LLC30,493$2.86M0.03%-2,33613F-HRTimeline
Performance Wealth Partners, LLC30,477$2.86M0.09%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.30,433$2.86M0.13%-88813F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC30,392$2.85M0.17%-55213F-HRTimeline
Trademark Financial Management, LLC30,361$2.85M1.74%+27,43313F-HRTimeline
Farther Finance Advisors, LLC30,352$2.85M0.06%-5,54513F-HRTimeline
Bowman & Co S.C.30,325$2.85M1.27%-24913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding30,315$2.85M-40,004Timeline
NWAM LLC30,566$2.84M0.17%-97913F-HR/ATimeline
Simplicity Wealth,LLC29,855$2.8M0.12%+11,79013F-HRTimeline
Golden State Wealth Management, LLC29,657$2.78M0.34%+10,72913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…29,461$2.77M0.19%+513F-HRTimeline
Mascoma Wealth Management LLC29,405$2.76M0.64%+513F-HRTimeline
Milestone Asset Management Group, LLC29,344$2.75M2.04%+24413F-HRTimeline
Visionary Wealth Advisors29,218$2.74M0.14%-52213F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC29,150$2.74M0.43%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,108$2.73M0.11%+10313F-HRTimeline
Wealth Management Partners, LLC29,011$2.72M0.96%-60413F-HRTimeline
Delos Wealth Advisors, LLC28,894$2.71M2.12%-2,40913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…28,887$2.71M0.08%+74413F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC28,828$2.71M0.31%-1,81313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…28,159$2.64M0.89%-9913F-HRTimeline
FORM Wealth Advisors, LLC27,911$2.62M0.32%-202,86913F-HRTimeline