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Disclosery

USMV ISHARES TR

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SHS (fund)

1,364 managers (1,379 13F filers) reported a position in USMV shares at 2025-12-31, 178,882,147 shares in all. 79 filers opened a position and 83 filers sold out during the quarter.

Managers
1,364
13F filers
1,379
New
79
Added
426
Reduced
540
Sold out
83
Shares held by filers
178,882,147

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Essex Financial Services, Inc.in group Essex Financial Services, Inc.76,258$7.18M0.41%-27113F-HRTimelineGroup
Shore Point Advisors, LLC75,687$7.13M3.02%+39813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…75,411$7.1M2.46%-2,18813F-HRTimeline
EP Wealth Advisors, LLC75,327$7.09M0.04%13F-HRTimeline
MATHER GROUP, LLC.75,287$7.09M0.07%-31013F-HRTimeline
Able Wealth Management LLC74,863$7.05M2.23%+2,46913F-HRTimeline
Parallel Advisors, LLC74,807$7.04M0.13%-9,71313F-HRTimeline
FAS Wealth Partners, Inc.74,589$7.02M0.45%+26313F-HRTimeline
Avant Capital LLC74,484$7.01M4.82%-1,83913F-HRTimeline
Prospera Financial Services Inc74,296$7M0.11%-4,30813F-HRTimeline
Western Wealth Management, LLC74,251$6.99M0.32%+16,43413F-HRTimeline
BIRCHBROOK, INC.74,187$6.99M3.48%-63613F-HRTimeline
Mayflower Financial Advisors, LLC73,952$6.96M0.84%-1,04713F-HRTimeline
Orion Porfolio Solutions, LLC73,906$6.96M0.05%+5,08313F-HRTimeline
SageView Advisory Group, LLC73,022$6.88M0.23%-2,68713F-HRTimeline
Mann Financial Group, Inc.72,324$6.81M6.59%-9,52313F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/71,472$6.73M<0.01%+4,83613F-HRTimelineGroup
Per Stirling Capital Management, LLC.71,033$6.69M0.75%-16,74313F-HRTimeline
Select Asset Management & Trust70,420$6.63M2.06%013F-HRTimeline
Csenge Advisory Group69,085$6.51M0.29%+28313F-HRTimeline
World Investment Advisors68,481$6.45M0.11%-19213F-HR/ATimeline
Allred Capital Management, LLC68,191$6.42M2.32%+45313F-HRTimeline
GUERRA PAN ADVISORS, LLC67,919$6.4M3.79%-83013F-HRTimeline
Sound Portfolio Advisors, LLC67,742$6.38M5.36%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP67,460$6.35M0.01%+5,68813F-HR/ATimelineGroup
Redwood Park Advisors LLC67,453$6.35M4.32%+21813F-HRTimeline
Compass Financial Group, Inc. (Ohio)67,323$6.34M4.64%13F-HRTimeline
Wharton Business Group, LLC66,635$6.27M0.24%-1,25913F-HRTimeline
Investment Advisory Group, LLC66,556$6.27M1.61%-1,42113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…66,247$6.25M0.01%-14513F-HRTimelineGroup
Family Manage LLC66,326$6.25M0.79%+32,82013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC65,962$6.21M0.14%-4613F-HRTimeline
Summit Financial, LLC65,778$6.19M0.09%+55513F-HRTimeline
Running Point Capital Advisors, LLC65,404$6.16M1.68%-6,87813F-HRTimeline
Independence Bank of Kentucky64,843$6.11M0.76%-2,35113F-HRTimeline
Waverly Advisors, LLC64,543$6.08M0.05%+34,35713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding64,239$6.05M+3,992Timeline
Perigon Wealth Management, LLC63,617$5.99M0.11%-4,66813F-HRTimeline
Hibernia Wealth Partners, LLC63,378$5.97M1.8%+25,21613F-HRTimeline
Atria Investments, Inc62,293$5.87M0.07%-56813F-HRTimeline
Global Retirement Partners, LLC61,143$5.76M0.1%+17,13813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources60,789$5.72M<0.01%+2,07613F-HRTimelineGroup
Dakota Wealth Management60,438$5.69M0.1%+6913F-HR/ATimeline
Choate Investment Advisors60,422$5.69M0.11%-64613F-HRTimeline
Sequent Asset Management, LLC59,865$5.64M2.5%+2,91313F-HRTimeline
Arkadios Wealth Advisors58,778$5.53M0.11%-5,12213F-HRTimeline
CFM WEALTH PARTNERS LLC58,758$5.53M0.8%+51413F-HRTimeline
AlphaCore Capital LLC58,487$5.51M0.12%-3,08413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP58,372$5.5M0.08%+12,64013F-HRTimelineGroup
Allworth Financial LP58,116$5.47M0.02%-1,45813F-HRTimeline
WealthBridge Capital Management, LLC57,965$5.46M1.24%+2,41113F-HRTimeline
High Net Worth Advisory Group LLC57,526$5.42M1.25%-2,17513F-HRTimeline
1900 WEALTH MANAGEMENT LLC57,225$5.39M0.35%-38313F-HRTimeline
CAMDEN NATIONAL BANK56,594$5.33M0.73%+83113F-HRTimeline
Gotham Asset Management, LLC56,069$5.28M0.02%+22,70913F-HRTimeline
M Holdings Securities, Inc.55,600$5.24M0.37%new13F-HRTimeline
GTS SECURITIES LLC54,400$5.12M0.17%new13F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.54,063$5.09M3.75%+16813F-HRTimeline
Haverford Trust Co53,596$5.05M0.05%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP52,418$4.94M0.38%-50113F-HRTimelineGroup
Foundations Investment Advisors, LLC52,236$4.92M0.06%+75013F-HRTimeline
Caliber Wealth Management, LLC / KS52,197$4.91M0.53%+5813F-HRTimeline
Advisory Services Network, LLC50,252$4.73M0.07%+46313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,165$4.72M0.01%+22,61713F-HRTimelineGroup
Vise Technologies, Inc.50,158$4.72M0.09%+16,94913F-HRTimeline
Gateway Wealth Partners, LLC50,068$4.71M0.52%-11,86413F-HRTimeline
Focus Financial Network, Inc.49,712$4.68M0.16%-2,88613F-HRTimeline
McNaughton Wealth Management, LLC49,385$4.65M1.91%-5813F-HRTimeline
Cordatus Wealth Management LLC48,708$4.59M1.06%+63013F-HRTimeline
Milestone Investment Advisors LLC48,694$4.59M1.11%-2113F-HRTimeline
Fragasso Financial Advisors Inc48,436$4.56M0.28%-1,53313F-HRTimeline
Roehl & Yi Investment Advisors, LLC48,398$4.56M1.82%-1,75613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management47,365$4.46M0.63%-1,50813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.46,939$4.42M0.06%-46,37113F-HRTimeline
Montecito Bank & Trust46,826$4.41M0.7%-4,56913F-HRTimeline
Arax Advisory Partners46,109$4.34M0.13%new13F-HRTimeline
Round Rock Advisors LLC45,938$4.33M0.65%-2,07513F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK45,828$4.32M0.02%-20613F-HRTimelineGroup
Alternative Investment Advisors, LLC.45,677$4.3M1.86%new13F-HRTimeline
Crestwood Advisors Group, LLC45,284$4.26M0.07%-29113F-HRTimeline
Woodside Wealth Management LLC44,988$4.24M3.16%-16313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co44,726$4.21M0.05%-64513F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.44,100$4.15M3.04%-1,05913F-HRTimeline
COZAD ASSET MANAGEMENT INC43,943$4.14M0.32%-5813F-HRTimeline
RHS Financial, LLC43,812$4.13M2.01%+49913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC43,611$4.11M0.19%-12213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC43,517$4.1M0.11%-70313F-HRTimeline
ADE, LLC43,488$4.09M1.98%-2,87913F-HRTimeline
Strategic Point Investment Advisors, LLC42,752$4.03M0.56%+12713F-HRTimeline
Legacy Private Trust Co.42,723$4.02M0.24%-9213F-HRTimeline
PECAUT & CO.42,198$3.97M1.28%+1,04613F-HRTimeline
HHM Wealth Advisors, LLC41,983$3.95M0.47%-71613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC41,910$3.95M0.29%013F-HRTimeline
Mandatum Life Insurance Co Ltd41,527$3.91M0.89%013F-HRTimeline
CROBAN41,502$3.91M1.88%+1,24213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.41,464$3.9M0.56%-51313F-HRTimeline
Castellan Group41,342$3.89M0.49%new13F-HRTimeline
UMB Bank, n.a.41,320$3.89M0.05%+1,45713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…41,048$3.86M0.07%+3,15613F-HRTimelineGroup
Kingsview Wealth Management, LLC40,881$3.85M0.06%-3,00613F-HRTimeline
Ashton Thomas Private Wealth, LLC40,646$3.83M0.09%-1,43713F-HRTimeline
Trilogy Capital Inc.40,382$3.8M0.17%-1,81713F-HRTimeline
Acorn Wealth Advisors, LLC40,319$3.8M1.13%-3,00213F-HRTimeline
Farther Finance Advisors, LLC40,298$3.79M0.04%+10,35513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC40,238$3.79M2.78%+2513F-HRTimeline
Cornerstone Planning, LLC39,812$3.77M0.87%13F-HRTimeline
Yeomans Consulting Group, Inc.39,679$3.74M1.09%+80013F-HRTimeline
Mullooly Asset Management, Inc.39,269$3.7M1.35%+3,67213F-HRTimeline
Bell Investment Advisors, Inc39,024$3.67M0.58%+60713F-HRTimeline
Houlihan Financial Resource Group, Ltd.38,735$3.66M1.39%+22,79513F-HRTimeline
Keystone Financial Group38,829$3.66M0.27%+87613F-HRTimeline
CGN Advisors LLC38,790$3.65M0.29%+59713F-HRTimeline
Weaver Consulting Group38,767$3.65M0.89%-1,07513F-HRTimeline
Sarver Vrooman Wealth Advisors38,707$3.64M2.32%+5,72713F-HR/ATimeline
Curtis Advisory Group, LLC38,646$3.64M0.76%-15,81413F-HRTimeline
Prime Capital Investment Advisors, LLC38,091$3.59M0.04%-19813F-HRTimeline
ENZI WEALTH37,879$3.58M1.26%-103,92013F-HRTimeline
Hobbs Group Advisors, LLC37,940$3.57M1.08%-25,11313F-HRTimeline
Tradition Wealth Management, LLC37,837$3.56M0.26%-13,14313F-HRTimeline
Wells Financial Advisors INC37,565$3.54M6.72%-13,08213F-HRTimeline
Strategic Blueprint, LLC37,148$3.5M0.21%+33613F-HRTimeline
IFG Advisory, LLC37,069$3.49M0.15%-41413F-HRTimeline
Petix & Botte Co36,952$3.48M0.79%-5,14113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC36,698$3.46M0.29%-6513F-HRTimeline
CALTON & ASSOCIATES, INC.36,615$3.45M0.51%-3,34413F-HRTimeline
Delta Wealth Advisors LLC36,591$3.45M2.88%+2,01413F-HRTimeline
CORA CAPITAL ADVISORS LLC36,521$3.44M1.34%-2913F-HRTimeline
Carr Financial Group Corp36,514$3.44M0.92%-3,14813F-HRTimeline
INVESTMENT PARTNERS, LTD.36,432$3.43M1.2%+5913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…36,406$3.43M0.08%+36,39713F-HRTimelineGroup
Cardinal Strategic Wealth Guidance36,301$3.42M0.89%+13913F-HRTimeline
BOKF, NAin group BOKF, NA36,212$3.41M0.05%+35,57313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…36,125$3.4M0.07%+11813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC36,000$3.39M0.01%-4,70313F-HRTimelineGroup
Performance Wealth Partners, LLC35,861$3.38M0.09%+3,08513F-HRTimeline
CX Institutional35,390$3.33M0.1%-77213F-HRTimeline
Reality Financial Planning Services, LLC34,973$3.29M3.15%13F-HRTimeline
Diversified Enterprises, LLC34,957$3.29M0.2%+1,30613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.34,890$3.29M0.01%-91013F-HRTimelineGroup
Lexington Hill Partners, LLC34,820$3.28M2.47%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC34,813$3.28M0.21%+1,56513F-HRTimeline
Milestone Asset Management Group, LLC34,685$3.27M1.84%+4,33313F-HRTimeline
Sugar Maple Asset Management, LLC34,678$3.27M2.2%-2,16713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC34,550$3.25M0.86%+10413F-HRTimeline
Foster Group, Inc.34,522$3.25M0.1%-11213F-HRTimeline
BCM ADVISORS, LLC34,107$3.24M0.62%-1,07713F-HRTimeline
Delos Wealth Advisors, LLC34,105$3.21M2.12%+1,49413F-HRTimeline
Mutual Advisors, LLC34,044$3.21M0.07%-9,27113F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC33,965$3.2M1.84%-35813F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD33,646$3.17M0.46%13F-HRTimeline
Syverson Strege & Co33,640$3.17M0.75%-6613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.33,608$3.16M0.12%-27713F-HRTimelineGroup
10Elms LLP33,485$3.15M2.89%-2,85913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC33,180$3.12M0.56%-31313F-HRTimeline
Cyndeo Wealth Partners, LLC32,791$3.09M0.17%-1,06513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers32,394$3.05M<0.01%+3,11913F-HRTimelineGroup
Aureum Wealth Management, LLC32,390$3.05M2.83%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32,240$3.04M0.02%-29813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED31,907$3.03M0.2%+24,07213F-HRTimeline
Tacita Capital Inc32,065$3.02M1.75%-95813F-HRTimeline
Pallas Capital Advisors LLC31,990$3.01M0.1%-62313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC31,966$3.01M0.05%+12,24813F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding31,569$2.97M-2,516Timeline
Emerald Advisors, LLC31,538$2.97M0.4%-13,64813F-HRTimeline
Bowman & Co S.C.31,020$2.92M1.23%+8213F-HRTimeline
Kastel Capital Advisors, LLC30,899$2.91M1.79%13F-HRTimeline
First Heartland Consultants, Inc.30,700$2.89M0.22%-72313F-HRTimeline
GGM Financial LLC30,576$2.88M1.4%-4,36913F-HRTimeline
Sherman Wealth Management LLC30,410$2.86M2.49%13F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding30,106$2.83M+2,117Timeline
Aries Wealth Management30,085$2.83M0.63%-56013F-HRTimeline
Savvy Advisors, Inc.29,836$2.81M0.09%+6,53913F-HRTimeline
One Wealth Advisors, LLC28,435$2.79M0.34%-7,02713F-HRTimeline
Capital Investment Advisory Services, L…29,455$2.77M0.2%-1,41413F-HRTimeline
Mechanics Bank Trust Department29,396$2.77M0.36%-3,68113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,341$2.76M0.1%+12113F-HRTimeline
ETF Store, Inc.29,275$2.76M2.81%+36413F-HRTimeline
Icon Wealth Advisors, LLC29,239$2.75M0.18%+54113F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC29,150$2.74M0.36%013F-HRTimeline
Visionary Wealth Advisors29,072$2.74M0.12%-8313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…28,669$2.7M0.17%-90313F-HRTimeline
Golden State Wealth Management, LLC28,654$2.7M0.28%-88813F-HRTimeline
TD Waterhouse Canada Inc.28,296$2.66M0.02%+1,85113F-HRTimeline
MCMORGAN & CO LLC28,130$2.65M0.44%-11913F-HRTimeline
Berman McAleer LLC28,077$2.64M0.36%-74513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,985$2.64M0.09%-24513F-HRTimelineGroup
Wealth Management Partners, LLC27,859$2.62M0.75%-13713F-HRTimeline
Oak Barrel Wealth Advisory LLC27,742$2.61M1.56%13F-HRTimeline
SAX WEALTH ADVISORS, LLC27,669$2.61M0.12%-6113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…27,610$2.6M0.77%-29013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC26,906$2.59M2.53%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC27,478$2.59M0.26%-1,12813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding26,894$2.53M+272Timeline
Regal Investment Advisors LLC26,524$2.5M0.15%+85513F-HRTimeline
Sheridan Capital Management, LLC26,437$2.49M1.26%+1,01113F-HRTimeline
NWAM LLC25,742$2.44M0.14%+36913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC25,876$2.44M0.12%-10,07813F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…25,835$2.43M2%-5513F-HRTimeline
Flatrock Wealth Partners LLC25,746$2.42M1.16%13F-HR/ATimeline
Symphony Financial Services, Inc.25,571$2.41M1.23%-9113F-HRTimeline