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Disclosery

USMV ISHARES TR

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SHS (fund)

1,293 managers (1,307 13F filers) reported a position in USMV shares at 2025-09-30, 179,751,376 shares in all. 76 filers opened a position and 68 filers sold out during the quarter.

Managers
1,293
13F filers
1,307
New
76
Added
408
Reduced
554
Sold out
68
Shares held by filers
179,751,376

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Gladstone Institutional Advisory LLC76,617$7.29M0.28%-1,63513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.76,529$7.28M0.44%+2,92013F-HRTimelineGroup
Aptus Capital Advisors, LLC76,529$7.28M0.07%+1,30513F-HRTimeline
Avant Capital LLC76,323$7.26M5.11%-67013F-HRTimeline
SageView Advisory Group, LLC75,709$7.2M0.25%-3,80413F-HRTimeline
MATHER GROUP, LLC.75,597$7.19M0.07%+80613F-HRTimeline
L. Roy Papp & Associates, LLP75,348$7.17M0.81%-3,25513F-HRTimeline
Shore Point Advisors, LLC75,289$7.16M3.17%+8,13213F-HRTimeline
Mayflower Financial Advisors, LLC74,999$7.14M0.9%-2,10313F-HRTimeline
BIRCHBROOK, INC.74,823$7.12M3.68%-54,80813F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.74,812$7.12M2.84%-8,56913F-HRTimeline
Moloney Securities Asset Management, LLC74,605$7.1M0.84%+1813F-HRTimeline
FAS Wealth Partners, Inc.74,326$7.07M0.48%+29613F-HRTimeline
Able Wealth Management LLC72,394$6.89M2.59%+87813F-HRTimeline
Running Point Capital Advisors, LLC72,282$6.88M1.84%-96413F-HRTimeline
Ball & Co Wealth Management Inc.71,424$6.79M4.52%-147,30713F-HRTimeline
AE Wealth Management LLC71,214$6.78M0.04%+7,64113F-HRTimeline
Select Asset Management & Trust70,420$6.7M2.06%013F-HRTimeline
Orion Porfolio Solutions, LLC68,823$6.55M0.05%-1,86413F-HRTimeline
Csenge Advisory Group68,802$6.55M0.31%+2,45213F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC68,771$6.54M5.37%-6,97813F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC68,749$6.54M3.96%-12013F-HRTimeline
World Investment Advisors68,673$6.53M0.13%-6,92813F-HRTimeline
Perigon Wealth Management, LLC68,285$6.5M0.13%-82613F-HRTimeline
Investment Advisory Group, LLC67,977$6.47M1.76%-29113F-HRTimeline
Family Capital Trust Co67,931$6.46M2.16%-3,94613F-HRTimeline
Wharton Business Group, LLC67,894$6.46M0.28%-57913F-HRTimeline
Allred Capital Management, LLC67,738$6.44M2.24%+713F-HRTimeline
Redwood Park Advisors LLC67,235$6.4M4.76%+16013F-HRTimeline
Independence Bank of Kentucky67,194$6.39M0.82%-16413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/66,636$6.34M<0.01%+21,81713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…66,392$6.32M0.01%-1,14013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC66,008$6.28M0.15%-8513F-HRTimeline
Summit Financial, LLC65,223$6.21M0.09%+1,28713F-HRTimeline
Kathleen S. Wright Associates Inc.63,955$6.08M2.26%+5813F-HRTimeline
Arkadios Wealth Advisors63,900$6.08M0.15%-2,52513F-HRTimeline
Quantinno Capital Management LP63,079$6M0.02%+18,31713F-HRTimeline
Hobbs Group Advisors, LLC63,053$6M1.87%+28213F-HRTimeline
ALTFEST L J & CO INC62,933$5.99M0.67%new13F-HRTimeline
Atria Investments, Inc62,861$5.98M0.07%+1,51113F-HRTimeline
Gateway Wealth Partners, LLC61,932$5.89M0.8%+11,00213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP61,772$5.88M0.01%+3,66813F-HRTimelineGroup
AlphaCore Capital LLC61,571$5.86M0.2%+16813F-HRTimeline
Choate Investment Advisors61,068$5.81M0.12%+9513F-HRTimeline
Dakota Wealth Management60,369$5.74M0.12%-5,73313F-HR/ATimeline
Colonial Trust Advisorsgroup of 2 filers holding60,247$5.73M0Timeline
High Net Worth Advisory Group LLC59,701$5.68M1.37%-8313F-HRTimeline
ALLIANCEBERNSTEIN L.P.59,659$5.68M<0.01%-137,82413F-HRTimeline
Allworth Financial LP59,574$5.67M0.03%-19,01113F-HRTimeline
Berkshire Money Management, Inc.59,435$5.65M0.58%-211,21513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources58,713$5.59M<0.01%-29713F-HRTimelineGroup
CFM WEALTH PARTNERS LLC58,244$5.54M0.8%+1,03413F-HRTimeline
Western Wealth Management, LLC57,817$5.5M0.29%-66813F-HRTimeline
1900 WEALTH MANAGEMENT LLC57,608$5.48M0.37%-4213F-HRTimeline
Sequent Asset Management, LLC56,952$5.42M2.58%-4,39513F-HRTimeline
CAMDEN NATIONAL BANK55,763$5.31M0.74%+17113F-HRTimeline
Apexium Financial, LP55,664$5.3M0.26%-1,34013F-HRTimeline
WealthBridge Capital Management, LLC55,554$5.29M1.24%+1,63413F-HRTimeline
Curtis Advisory Group, LLC54,460$5.18M1.17%+20,51413F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.53,895$5.13M3.74%new13F-HRTimeline
Haverford Trust Co53,596$5.1M0.05%-1,42413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,371$5.08M0.01%+43,97713F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP52,919$5.03M0.42%-16013F-HRTimelineGroup
Focus Financial Network, Inc.52,598$5M0.18%+6,37713F-HRTimeline
Caliber Wealth Management, LLC / KS52,139$4.96M0.55%-95613F-HRTimeline
Foundations Investment Advisors, LLC51,486$4.9M0.07%-9,95913F-HRTimeline
Montecito Bank & Trust51,395$4.89M0.76%13F-HRTimeline
Tradition Wealth Management, LLC50,980$4.85M0.36%-45,84213F-HRTimeline
Wells Financial Advisors INC50,647$4.82M6.45%-4,26113F-HRTimeline
Roehl & Yi Investment Advisors, LLC50,154$4.77M2.08%-1,74713F-HRTimeline
Fragasso Financial Advisors Inc49,969$4.75M0.3%-66613F-HRTimeline
VestGen Advisors, LLC49,943$4.75M0.16%-3,59213F-HRTimeline
Advisory Services Network, LLC49,789$4.74M0.07%+34313F-HRTimeline
McNaughton Wealth Management, LLC49,443$4.7M1.98%-38213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management48,873$4.65M0.65%-17,11513F-HRTimelineGroup
Milestone Investment Advisors LLC48,715$4.63M1.15%-1913F-HRTimeline
Cordatus Wealth Management LLC48,078$4.57M1.08%-2,45213F-HRTimeline
Round Rock Advisors LLC48,013$4.57M0.72%-76113F-HRTimeline
ADE, LLC46,367$4.41M2.23%-1,78713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK46,034$4.38M0.02%+7,57813F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP45,732$4.35M0.1%-21,46313F-HRTimelineGroup
Forefront Wealth Partners, LLC45,630$4.34M1.09%new13F-HRTimeline
Crestwood Advisors Group, LLC45,575$4.34M0.07%-1,78013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co45,371$4.32M0.05%+30013F-HRTimelineGroup
Emerald Advisors, LLC45,186$4.3M0.57%+2,73813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.45,159$4.3M3.14%-47713F-HRTimeline
Forefront Analytics, LLC45,153$4.3M4.14%-2113F-HRTimeline
Woodside Wealth Management LLC45,151$4.3M3.39%-9013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC44,220$4.21M0.12%-1,00513F-HRTimeline
Global Retirement Partners, LLC44,005$4.19M0.09%+10813F-HRTimeline
COZAD ASSET MANAGEMENT INC44,001$4.19M0.33%-1,74113F-HRTimeline
Kingsview Wealth Management, LLC43,887$4.18M0.06%+17,12113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC43,733$4.16M0.18%+19613F-HRTimeline
Acorn Wealth Advisors, LLC43,321$4.12M1.29%-71713F-HRTimeline
RHS Financial, LLC43,313$4.12M2.14%-4,38013F-HRTimeline
Mutual Advisors, LLC43,315$4.09M0.09%-8,69113F-HRTimeline
Legacy Private Trust Co.42,815$4.07M0.24%-95113F-HRTimeline
HHM Wealth Advisors, LLC42,699$4.06M0.47%-39413F-HRTimeline
Strategic Point Investment Advisors, LLC42,625$4.06M0.58%+1,17313F-HRTimeline
Cynosure Group, LLC42,424$4.04M0.44%+6,10413F-HR/ATimeline
Trilogy Capital Inc.42,199$4.01M0.19%-2,60313F-HRTimeline
Petix & Botte Co42,093$4M0.92%-4,24613F-HRTimeline
Ashton Thomas Private Wealth, LLC42,083$4M0.1%+1,71113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.41,977$3.99M0.59%-31113F-HR/ATimeline
FIDELIS CAPITAL PARTNERS, LLC41,910$3.99M0.31%-53013F-HRTimeline
Mandatum Life Insurance Co Ltd41,527$3.95M0.94%-63713F-HRTimeline
PECAUT & CO.41,152$3.92M1.26%-45,11613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC40,703$3.87M0.01%+2,13413F-HRTimelineGroup
CROBAN40,260$3.83M2.55%+3,64113F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC40,213$3.83M2.84%+80013F-HRTimeline
CALTON & ASSOCIATES, INC.39,959$3.8M0.57%-56713F-HRTimeline
UMB Bank, n.a.39,863$3.79M0.06%+14,46813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Weaver Consulting Group39,842$3.79M0.96%-48813F-HRTimeline
Carr Financial Group Corp39,662$3.77M1.04%-7,81813F-HRTimeline
Cascades Capital Asset Management, LLC39,098$3.72M1.64%-8,83613F-HRTimeline
Yeomans Consulting Group, Inc.38,879$3.69M1.27%+63313F-HRTimeline
Bell Investment Advisors, Inc38,417$3.66M0.6%-5813F-HRTimeline
Prime Capital Investment Advisors, LLC38,289$3.64M0.05%-40713F-HRTimeline
CGN Advisors LLC38,193$3.63M0.3%+16413F-HRTimeline
Hibernia Wealth Partners, LLC38,162$3.63M2.33%-37,99513F-HRTimeline
Keystone Financial Group37,953$3.61M0.28%-1,82613F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…37,892$3.61M0.07%-2,30413F-HRTimelineGroup
Sagard Holdings Management Inc.37,714$3.59M17.97%013F-HRTimeline
IFG Advisory, LLC37,483$3.57M0.16%-3,90213F-HRTimeline
Sugar Maple Asset Management, LLC36,845$3.51M2.51%+68913F-HRTimeline
Strategic Blueprint, LLC36,812$3.5M0.15%-1,04713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC36,763$3.5M0.3%-1,65713F-HRTimeline
CORA CAPITAL ADVISORS LLC36,550$3.48M1.48%-1,24313F-HRTimeline
INVESTMENT PARTNERS, LTD.36,373$3.46M1.22%+5513F-HRTimeline
10Elms LLP36,344$3.46M3.11%+1,63513F-HRTimeline
Cardinal Strategic Wealth Guidance36,162$3.44M0.93%-4,32213F-HRTimeline
CX Institutional36,162$3.44M0.1%+64013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC36,072$3.43M0.57%-76113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…36,007$3.43M0.07%-9713F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC35,954$3.42M0.24%+29,38713F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.35,800$3.41M0.01%-2,20013F-HRTimelineGroup
Mullooly Asset Management, Inc.35,597$3.39M1.3%+1,43813F-HRTimeline
One Wealth Advisors, LLC35,462$3.37M0.42%+1,03313F-HRTimeline
GPS Wealth Strategies Group, LLC35,154$3.34M0.35%-1,06413F-HRTimeline
GGM Financial LLC34,945$3.32M1.68%-15313F-HRTimeline
BCM ADVISORS, LLC35,184$3.32M0.67%-27113F-HRTimeline
Foster Group, Inc.34,634$3.3M0.1%+27313F-HRTimeline
Delta Wealth Advisors LLC34,577$3.29M2.57%+1,16713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC34,446$3.28M0.92%-27813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC34,323$3.27M1.9%-8713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding34,085$3.24M+3,770Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.33,885$3.22M0.12%+3,45213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC33,856$3.22M0.18%-1,25513F-HRTimeline
Syverson Strege & Co33,706$3.21M0.77%-1,22913F-HRTimeline
Diversified Enterprises, LLC33,651$3.2M0.22%-33213F-HRTimeline
Family Manage LLC33,506$3.19M0.44%+53613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC33,493$3.19M0.57%-10713F-HRTimeline
Gotham Asset Management, LLC33,360$3.17M0.01%+18,27313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC33,248$3.16M0.21%-3313F-HRTimeline
Vise Technologies, Inc.33,209$3.16M0.12%-15,24013F-HRTimeline
Mechanics Bank Trust Department33,077$3.15M0.44%-73313F-HRTimeline
Tacita Capital Inc33,023$3.14M1.9%-67513F-HRTimeline
Sarver Vrooman Wealth Advisors32,980$3.14M2.02%+1,55513F-HRTimeline
Performance Wealth Partners, LLC32,776$3.12M0.09%+2,29913F-HRTimeline
Pallas Capital Advisors LLC32,613$3.1M0.11%-49713F-HRTimeline
Delos Wealth Advisors, LLC32,611$3.1M2.09%+3,71713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32,538$3.1M0.02%+80513F-HRTimeline
First Heartland Consultants, Inc.31,423$2.99M0.24%+57313F-HRTimeline
Bowman & Co S.C.30,938$2.94M1.24%+61313F-HRTimeline
Capital Investment Advisory Services, L…30,869$2.94M0.23%-21613F-HRTimeline
Aries Wealth Management30,645$2.92M0.69%-1,67313F-HRTimeline
Milestone Asset Management Group, LLC30,352$2.89M1.82%+1,00813F-HRTimeline
Waverly Advisors, LLC30,186$2.87M0.03%-30713F-HRTimeline
Farther Finance Advisors, LLC29,943$2.85M0.04%-40913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…29,572$2.81M0.18%+11113F-HRTimeline
Golden State Wealth Management, LLC29,542$2.81M0.31%-11513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers29,275$2.79M<0.01%+1,72813F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,220$2.78M0.11%+11213F-HRTimeline
Visionary Wealth Advisors29,155$2.77M0.13%-6313F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC29,150$2.77M0.36%013F-HRTimeline
ETF Store, Inc.28,911$2.75M2.92%+1,26713F-HRTimeline
Berman McAleer LLC28,822$2.74M0.38%13F-HRTimeline
Icon Wealth Advisors, LLC28,698$2.73M0.19%+4,67713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC28,606$2.72M0.28%-22213F-HRTimeline
MCMORGAN & CO LLC28,249$2.69M0.41%-10,45113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…28,230$2.69M0.09%-2,71213F-HRTimelineGroup
Wealth Management Partners, LLC27,996$2.66M0.85%-1,01513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding27,989$2.66M-898Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…27,900$2.65M0.84%-25913F-HRTimeline
SAX WEALTH ADVISORS, LLC27,730$2.64M0.14%-2,66213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,548$2.62M<0.01%new13F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding26,622$2.53M+104Timeline
TD Waterhouse Canada Inc.26,445$2.51M0.02%-23,59713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC26,324$2.5M1.07%-9,67513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26,275$2.5M0.07%+1,04713F-HRTimelineGroup
Detalus Advisors, LLC26,052$2.48M0.64%+1,42813F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…25,890$2.46M2.44%-41113F-HRTimeline
Composition Wealth, LLC25,784$2.45M0.04%-10,92613F-HRTimeline
Regal Investment Advisors LLC25,669$2.44M0.16%+53913F-HRTimeline
Symphony Financial Services, Inc.25,662$2.44M1.31%+4,79813F-HRTimeline
Sheridan Capital Management, LLC25,426$2.42M1.28%-66,35913F-HRTimeline
Mascoma Wealth Management LLC25,330$2.41M0.53%-4,07513F-HRTimeline
NWAM LLC25,373$2.41M0.13%-5,19313F-HR/ATimeline
DecisionMap Wealth Management, LLC25,103$2.39M1.53%+58313F-HRTimeline
Santori & Peters, Inc.25,017$2.38M0.85%-81413F-HRTimeline