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Disclosery

USMV ISHARES TR

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SHS (fund)

1,354 managers (1,371 13F filers) reported a position in USMV shares at 2026-03-31, 172,870,802 shares in all. 92 filers opened a position and 93 filers sold out during the quarter.

Managers
1,354
13F filers
1,371
New
92
Added
417
Reduced
576
Sold out
93
Shares held by filers
172,870,802

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Mascoma Wealth Management LLC76,590$7.1M1.47%+52,18413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.76,155$7.06M0.4%-10313F-HRTimelineGroup
Shore Point Advisors, LLC75,931$7.04M2.78%+24413F-HRTimeline
IBEX WEALTH ADVISORS75,860$7.04M0.66%-7,30813F-HRTimeline
Quotient Wealth Partners, LLC75,320$6.99M0.18%-657,38413F-HRTimeline
Western Wealth Management, LLC75,105$6.97M0.27%+85413F-HR/ATimeline
MATHER GROUP, LLC.74,942$6.95M0.07%-34513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…74,725$6.93M2.35%-68613F-HRTimeline
Prospera Financial Services Inc74,429$6.9M0.11%+13313F-HRTimeline
Mayflower Financial Advisors, LLC74,220$6.88M0.84%+26813F-HRTimeline
SageView Advisory Group, LLC72,553$6.73M0.25%-46913F-HRTimeline
FAS Wealth Partners, Inc.72,399$6.71M0.42%-2,19013F-HRTimeline
BIRCHBROOK, INC.72,320$6.71M3.29%-1,86713F-HRTimeline
Avant Capital LLC72,021$6.68M4.7%-2,46313F-HRTimeline
Summit Financial, LLC71,860$6.66M0.08%+6,08213F-HRTimeline
Parallel Advisors, LLC71,548$6.64M0.12%-3,25913F-HR/ATimeline
Per Stirling Capital Management, LLC.71,319$6.61M0.73%+28613F-HRTimeline
Csenge Advisory Group70,094$6.5M0.3%+1,00913F-HRTimeline
Aptus Capital Advisors, LLC70,042$6.5M0.05%-7,91613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC69,319$6.43M0.14%+3,35713F-HR/ATimeline
GUERRA PAN ADVISORS, LLC69,207$6.42M3.97%+1,28813F-HRTimeline
Allred Capital Management, LLC68,197$6.32M2.3%+613F-HRTimeline
INTRUST BANK NA68,114$6.32M0.51%-134,21413F-HRTimeline
Redwood Park Advisors LLC67,364$6.25M4.62%-8913F-HRTimeline
Wharton Business Group, LLC67,116$6.22M0.24%+48113F-HRTimeline
Sound Portfolio Advisors, LLC66,668$6.18M5.02%-1,07413F-HRTimeline
Investment Advisory Group, LLC66,157$6.14M1.56%-39913F-HRTimeline
Mann Financial Group, Inc.65,958$6.12M5.76%-6,36613F-HRTimeline
Choate Investment Advisors65,915$6.11M0.12%+5,49313F-HRTimeline
World Investment Advisors65,710$6.09M0.1%-2,77113F-HRTimeline
Foundations Investment Advisors, LLC65,695$6.09M0.08%+13,45913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/64,016$5.94M<0.01%-7,45613F-HRTimelineGroup
Compass Financial Group, Inc. (Ohio)63,728$5.91M4.33%-3,59513F-HRTimeline
Independence Bank of Kentucky63,517$5.89M0.75%-1,32613F-HRTimeline
UMB Bank, n.a.63,172$5.86M0.08%+21,85213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Colonial Trust Advisorsgroup of 2 filers holding63,083$5.85M-1,156Timeline
Atria Investments, Inc63,078$5.85M0.07%+78513F-HRTimeline
Waverly Advisors, LLC61,808$5.73M0.04%-2,73513F-HRTimeline
10Elms LLP60,530$5.61M3.54%+27,04513F-HRTimeline
Allworth Financial LP60,372$5.6M0.02%+2,25613F-HRTimeline
Arkadios Wealth Advisors60,079$5.57M0.09%+1,30113F-HRTimeline
Perigon Wealth Management, LLC59,940$5.56M0.1%-3,67713F-HRTimeline
Curtis Advisory Group, LLC59,223$5.49M1.18%+20,57713F-HRTimeline
CFM WEALTH PARTNERS LLC58,971$5.47M0.82%+21313F-HRTimeline
Sequent Asset Management, LLC58,901$5.46M2.61%-96413F-HRTimeline
Modus Advisors, LLC58,873$5.46M1.5%-20,70013F-HRTimeline
Gotham Asset Management, LLC58,833$5.46M0.02%+2,76413F-HRTimeline
Dakota Wealth Management58,592$5.43M0.12%-1,84613F-HR/ATimeline
Orion Porfolio Solutions, LLC58,542$5.43M0.05%-15,36413F-HRTimeline
WealthBridge Capital Management, LLC58,398$5.42M1.25%+43313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP58,372$5.41M0.06%013F-HRTimelineGroup
CAMDEN NATIONAL BANK57,778$5.36M0.72%+1,18413F-HRTimeline
AlphaCore Capital LLC57,470$5.33M0.13%-1,01713F-HRTimeline
1900 WEALTH MANAGEMENT LLC57,219$5.31M0.34%-613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP59,544$5.28M0.01%-7,91613F-HRTimelineGroup
High Net Worth Advisory Group LLC56,032$5.2M1.21%-1,49413F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.54,216$5.03M3.78%+15313F-HRTimeline
Qube Research & Technologies Ltd53,176$4.93M0.01%-326,22213F-HRTimeline
FLOW TRADERS U.S. LLC53,118$4.93M0.16%+40,69413F-HRTimeline
Hibernia Wealth Partners, LLC53,106$4.93M1.46%-10,27213F-HRTimeline
Advisory Services Network, LLC52,988$4.91M0.07%+2,73613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP52,492$4.87M0.39%+7413F-HRTimelineGroup
GTS SECURITIES LLC51,300$4.76M0.17%-3,10013F-HRTimeline
Vise Technologies, Inc.50,158$4.72M0.09%013F-HRTimeline
Caliber Wealth Management, LLC / KS50,838$4.71M0.52%-1,35913F-HRTimeline
Cornerstone Planning, LLC49,756$4.62M1.04%+9,94413F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)49,279$4.57M1.45%-73,48313F-HRTimeline
Milestone Investment Advisors LLC48,938$4.54M1.1%+24413F-HRTimeline
BOKF, NAin group BOKF, NA48,202$4.47M0.07%+11,99013F-HRTimelineGroup
Cordatus Wealth Management LLC48,104$4.46M1.06%-60413F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.47,930$4.45M0.11%new13F-HR/ATimelineGroup
Montecito Bank & Trust47,873$4.44M0.73%+1,04713F-HRTimeline
Roehl & Yi Investment Advisors, LLC46,783$4.34M1.63%-1,61513F-HRTimeline
McNaughton Wealth Management, LLC46,762$4.34M1.79%-2,62313F-HRTimeline
M Holdings Securities, Inc.46,323$4.33M0.29%-9,27713F-HRTimeline
Haverford Trust Co46,666$4.33M0.04%-6,93013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC46,445$4.31M0.02%+14,20513F-HRTimeline
Fragasso Financial Advisors Inc45,768$4.28M0.26%-2,66813F-HRTimeline
RHS Financial, LLC45,883$4.26M2.02%+2,07113F-HRTimeline
Round Rock Advisors LLC45,539$4.22M0.65%-39913F-HRTimeline
Focus Financial Network, Inc.45,014$4.17M0.15%-4,69813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…45,000$4.17M0.01%-35,00013F-HR/ATimelineGroup
MUIRFIELD WEALTH ADVISORS LLC44,726$4.15M3.05%+4,48813F-HRTimeline
Arax Advisory Partners44,710$4.15M0.12%-1,39913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…44,587$4.13M0.08%+3,53913F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co44,448$4.12M0.05%-27813F-HRTimelineGroup
Aureum Wealth Management, LLC44,436$4.12M2.87%+12,04613F-HRTimeline
Performance Wealth Partners, LLC44,298$4.11M0.12%+8,43713F-HRTimeline
CROBAN44,115$4.09M1.92%+2,61313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC43,967$4.08M0.1%+45013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK43,851$4.07M0.02%-1,97713F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.43,326$4.02M3.05%-77413F-HRTimeline
COZAD ASSET MANAGEMENT INC43,070$3.99M0.31%-87313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management42,657$3.96M0.58%-4,70813F-HRTimelineGroup
Crestwood Advisors Group, LLC42,582$3.95M0.07%-2,70213F-HRTimeline
Capital Advisor Network LLC42,458$3.94M5.51%13F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC42,156$3.91M0.17%-1,45513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.41,464$3.9M0.54%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC41,910$3.89M0.28%013F-HRTimeline
Mandatum Life Insurance Co Ltd41,527$3.85M0.87%013F-HRTimeline
Woodside Wealth Management LLC41,479$3.85M3.01%-3,50913F-HRTimeline
HHM Wealth Advisors, LLC41,232$3.82M0.44%-75113F-HRTimeline
Kingsview Wealth Management, LLC41,056$3.81M0.05%+17513F-HRTimeline
Strategic Point Investment Advisors, LLC40,730$3.78M0.55%-2,02213F-HRTimeline
Keystone Financial Group40,139$3.72M0.25%+1,31013F-HRTimeline
Acorn Wealth Advisors, LLC39,254$3.64M1.06%-1,06513F-HRTimeline
ADE, LLC39,088$3.63M1.74%-4,40013F-HRTimeline
Houlihan Financial Resource Group, Ltd.38,935$3.61M1.41%+20013F-HRTimeline
Mullooly Asset Management, Inc.38,931$3.61M1.33%-33813F-HRTimeline
Bell Investment Advisors, Inc38,630$3.58M0.56%-39413F-HRTimeline
Delos Wealth Advisors, LLC38,361$3.56M2.04%+4,25613F-HRTimeline
Weaver Consulting Group38,328$3.55M0.85%-43913F-HRTimeline
Prime Capital Investment Advisors, LLC38,229$3.55M0.04%+13813F-HRTimeline
Cardinal Strategic Wealth Guidance38,174$3.54M0.93%+1,87313F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.37,990$3.52M0.01%+3,10013F-HRTimelineGroup
Farther Finance Advisors, LLC37,851$3.51M0.03%-2,44713F-HRTimeline
First Heartland Consultants, Inc.37,637$3.49M0.27%+6,93713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…37,508$3.48M0.07%+1,38313F-HRTimelineGroup
Trilogy Capital Inc.37,433$3.47M0.15%-2,94913F-HRTimeline
Reality Financial Planning Services, LLC37,383$3.47M3.35%+2,41013F-HRTimeline
CGN Advisors LLC37,178$3.45M0.27%-1,61213F-HRTimeline
Strategic Blueprint, LLC37,101$3.44M0.2%-4713F-HRTimeline
Ashton Thomas Private Wealth, LLC36,809$3.41M0.08%-3,83713F-HRTimeline
AE Wealth Management LLC36,746$3.41M0.02%-74,25613F-HRTimeline
Delta Wealth Advisors LLC36,699$3.4M2.59%+10813F-HRTimeline
Hobbs Group Advisors, LLC36,620$3.4M1.02%-1,32013F-HRTimeline
HARBOUR INVESTMENTS, INC.36,312$3.37M0.05%+13,56813F-HRTimeline
Milestone Asset Management Group, LLC35,737$3.31M1.94%+1,05213F-HRTimeline
CORA CAPITAL ADVISORS LLC35,694$3.31M1.1%-82713F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC34,793$3.27M1.04%+12,00413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding35,186$3.26M+3,617Timeline
Carr Financial Group Corp35,095$3.25M0.86%-1,41913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC35,074$3.25M0.27%-1,62413F-HRTimeline
Sugar Maple Asset Management, LLC34,651$3.21M1.95%-2713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC34,485$3.2M0.82%-6513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC34,230$3.17M1.86%+26513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,929$3.15M0.01%-2,07113F-HRTimelineGroup
Diversified Enterprises, LLC33,747$3.13M0.17%-1,21013F-HRTimeline
CX Institutional33,734$3.13M0.1%-1,65613F-HRTimeline
NewEdge Wealth, LLC33,667$3.12M0.04%+10,61713F-HRTimeline
Foster Group, Inc.33,615$3.12M0.09%-90713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding33,480$3.11M+16,391Timeline
Cyndeo Wealth Partners, LLC33,307$3.09M0.16%+51613F-HRTimeline
Tradition Wealth Management, LLC33,228$3.08M0.22%-4,60913F-HRTimeline
ENZI WEALTH33,155$3.07M1.07%-4,72413F-HRTimeline
Syverson Strege & Co33,016$3.06M0.74%-62413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.32,808$3.04M0.11%-80013F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC32,572$3.02M0.54%-60813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC32,253$2.99M0.19%-2,56013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD32,192$2.99M0.45%-1,45413F-HR/ATimeline
Icon Wealth Advisors, LLC30,996$2.91M0.19%+1,75713F-HRTimeline
Kastel Capital Advisors, LLC30,899$2.91M1.79%013F-HRTimeline
CALTON & ASSOCIATES, INC.31,317$2.9M0.42%-5,29813F-HRTimeline
Strategic Investment Advisors / MI31,327$2.9M0.2%+7,64513F-HRTimeline
INVESTMENT PARTNERS, LTD.31,162$2.89M1.03%-5,27013F-HRTimeline
Sherman Wealth Management LLC31,052$2.88M2.47%+64213F-HRTimeline
Capital Investment Advisory Services, L…30,955$2.87M0.21%+1,50013F-HRTimeline
Tacita Capital Inc30,517$2.83M1.68%-1,54813F-HRTimeline
GGM Financial LLC30,452$2.82M1.3%-12413F-HRTimeline
SYNTAX RESEARCH, INC.30,354$2.82M1.79%+14,12013F-HRTimeline
NorthRock Partners, LLC30,132$2.79M0.05%+11,43913F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC29,950$2.78M0.35%+80013F-HRTimeline
BCM ADVISORS, LLC29,264$2.76M0.54%-4,84313F-HRTimeline
ETF Store, Inc.29,731$2.76M2.69%+45613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,704$2.75M0.09%+1,71913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding29,652$2.75M-454Timeline
One Wealth Advisors, LLC29,639$2.75M0.34%+1,20413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,611$2.75M<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.29,571$2.74M0.01%+1,27513F-HRTimeline
Legacy Private Trust Co.29,478$2.73M0.17%-13,24513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,465$2.73M0.1%+12413F-HRTimeline
Aries Wealth Management29,299$2.72M0.6%-78613F-HRTimeline
MorganRosel Wealth Management, LLC29,241$2.71M1.07%-71,06013F-HRTimeline
Berman McAleer LLC28,817$2.67M0.36%+74013F-HRTimeline
Visionary Wealth Advisors28,639$2.66M0.12%-43313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd28,573$2.65M0.05%+15,77813F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…28,495$2.64M0.17%-17413F-HRTimeline
MCMORGAN & CO LLC28,238$2.62M0.42%+10813F-HRTimeline
Mutual Advisors, LLC28,165$2.61M0.06%-5,87913F-HRTimeline
Wealth Enhancement Trust Services, Inc.28,120$2.61M0.32%+11,98013F-HRTimeline
SAX WEALTH ADVISORS, LLC27,669$2.61M0.13%013F-HRTimeline
Savvy Advisors, Inc.27,995$2.6M0.07%-1,84113F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC27,167$2.56M2.4%+26113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…27,367$2.54M0.75%-24313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,260$2.53M<0.01%-5,13413F-HRTimelineGroup
Mechanics Bank Trust Department27,213$2.52M0.35%-2,18313F-HRTimeline
Regal Investment Advisors LLC27,174$2.52M0.15%+65013F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding26,988$2.5M+22,207Timeline
Wealth Management Partners, LLC26,661$2.47M0.71%-1,19813F-HRTimeline
Flatrock Wealth Partners LLC26,616$2.47M1.11%+87013F-HRTimeline
Sheridan Capital Management, LLC26,575$2.46M1.3%+13813F-HRTimeline
Empowered Funds, LLC26,286$2.44M0.02%+15,42213F-HR/ATimeline
Blake Schutter Theil Wealth Advisors, L…25,821$2.39M1.95%-1413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,641$2.38M0.05%+9,62813F-HRTimelineGroup
Elevation Capital Advisory, LLC25,569$2.37M1.01%+5,18113F-HRTimeline
Hansen & Associates Financial Group, In…25,300$2.36M1.27%+84513F-HRTimeline
WHITTIER TRUST CO25,011$2.34M0.03%013F-HRTimeline
Detalus Advisors, LLC25,153$2.33M0.53%-22213F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC24,851$2.3M1.48%-19613F-HRTimeline
Hudson Oak Wealth Advisory LLC24,820$2.3M2%+1,58413F-HRTimeline