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Disclosery

USMV ISHARES TR

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SHS (fund)

1,365 managers (1,382 13F filers) reported a position in USMV shares at 2026-06-30, 171,302,761 shares in all. 100 filers opened a position and 93 filers sold out during the quarter.

Managers
1,365
13F filers
1,382
New
100
Added
422
Reduced
573
Sold out
93
Shares held by filers
171,302,761

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SWEENEY & MICHEL, LLC23,609$2.38M0.62%+3,27713F-HRTimeline
Santori & Peters, Inc.24,517$2.36M0.67%-2213F-HRTimeline
Regal Investment Advisors LLC24,147$2.33M0.12%-3,02713F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC23,674$2.28M1.29%-1,17713F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC23,588$2.28M1.87%+4913F-HRTimeline
Strategic Family Wealth Counselors, L.L…23,557$2.27M0.53%+76913F-HRTimeline
SIGNATUREFD, LLC23,557$2.27M0.03%-32613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,197$2.24M0.04%-2,44413F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC23,131$2.23M0.38%+1,46213F-HRTimeline
TPG Advisors LLC22,722$2.19M1.2%-2113F-HRTimeline
CoreCap Advisors, LLC22,151$2.14M0.06%+49013F-HRTimeline
CALTON & ASSOCIATES, INC.22,090$2.13M0.31%-9,22713F-HRTimeline
ACT Advisors, LLC.22,088$2.13M0.71%-96713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC21,960$2.12M0.18%-2,05913F-HRTimeline
Pallas Capital Advisors LLC21,885$2.11M0.06%-1513F-HRTimeline
Friedenthal Financial21,703$2.09M0.97%+45413F-HRTimeline
Almanack Investment Partners, LLC.21,614$2.08M0.27%+1,39213F-HRTimeline
Y-Intercept (Hong Kong) Ltd21,528$2.08M0.04%new13F-HRTimeline
CHILTON INVESTMENT CO INC.21,500$2.07M0.05%013F-HRTimeline
Bell Investment Advisors, Inc21,245$2.05M0.3%-17,38513F-HRTimeline
Hilltop Partners LLC21,138$2.04M0.49%-30113F-HRTimeline
Detalus Advisors, LLC20,971$2.02M0.39%-4,18213F-HRTimeline
Arcus Capital Partners, LLC20,611$1.99M0.82%-5413F-HRTimeline
Global Assets Advisory, LLC20,379$1.98M0.43%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC20,381$1.97M0.29%+71313F-HRTimeline
Summit Investment Advisory Services, LLC20,373$1.97M0.49%-3,06413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC19,939$1.92M0.02%+1,49913F-HRTimelineGroup
XY Planning Network, Inc.19,935$1.92M0.24%-2,07113F-HRTimeline
180 WEALTH ADVISORS, LLC19,828$1.91M0.19%-2,12213F-HRTimeline
Shepherd Financial Partners LLC19,730$1.9M0.16%-61413F-HRTimeline
Golden State Wealth Management, LLC19,477$1.88M0.17%-3,86513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…19,284$1.86M0.02%-33213F-HRTimelineGroup
Bernardo Wealth Planning LLC19,216$1.85M0.32%-7013F-HRTimeline
Robertson Stephens Wealth Management, L…19,133$1.85M0.05%-4013F-HRTimeline
Welch & Forbes LLC19,116$1.84M0.02%013F-HRTimeline
DIVERSIFIED TRUST CO18,922$1.83M0.03%-3,41213F-HRTimeline
Braeburn Wealth Management LLC18,868$1.82M0.78%-61713F-HRTimeline
Tanglewood Legacy Advisors, LLC18,787$1.81M0.58%-1,60413F-HRTimeline
Selby Wealth Management, LLC18,741$1.81M0.64%-1,45213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,647$1.8M0.05%-1,48113F-HRTimelineGroup
Verdence Capital Advisors LLC18,515$1.79M0.09%+4,94213F-HRTimeline
Black Diamond Financial, LLC18,447$1.78M0.16%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC18,389$1.77M0.03%+1,39313F-HRTimeline
Centurion Wealth Management LLC18,219$1.76M0.42%-4,82213F-HRTimeline
Intellectus Partners, LLC18,164$1.75M0.3%+3113F-HRTimeline
Avior Wealth Management, LLC18,117$1.75M0.05%-2,28313F-HRTimeline
Kathmere Capital Management, LLC18,085$1.74M0.09%+1,07113F-HRTimeline
GC Wealth Management RIA, LLC18,047$1.74M0.1%-2,07113F-HRTimeline
Baring Financial LLC18,012$1.74M0.96%-86113F-HRTimeline
Insight Wealth Strategies, LLC17,885$1.73M0.17%-1,59013F-HRTimeline
INTEGRITY ALLIANCE, LLC.17,876$1.72M0.05%-1,02113F-HRTimeline
Retirement Planning Group, LLC17,779$1.72M0.04%-14613F-HRTimeline
Smartleaf Asset Management LLC17,804$1.71M0.06%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV17,727$1.71M0.55%+613F-HRTimeline
Simplicity Wealth,LLC17,697$1.71M0.06%+11,80913F-HRTimeline
Thompson David Blair17,668$1.7M0.85%-38213F-HRTimeline
West Wealth Group, LLC17,643$1.7M0.28%+1,05113F-HRTimeline
PCA Investment Advisory Services Inc.17,626$1.7M0.47%+17013F-HRTimeline
Caprock Group, LLC17,581$1.7M0.03%-38213F-HRTimeline
Forum Private Client Group LLC17,574$1.7M0.5%-78513F-HRTimeline
Addison Capital Co17,478$1.69M0.28%+33113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC17,219$1.66M0.95%-1,16213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC17,206$1.66M0.03%-4,07613F-HRTimeline
SCOTIA CAPITAL INC.17,100$1.65M0.01%+3413F-HRTimeline
Keebeck Wealth Management17,027$1.64M0.16%-3,87413F-HRTimeline
Tranquilli Financial Advisor LLC16,956$1.64M0.88%-4,30613F-HRTimeline
R2 Capital Strategies, LLC16,884$1.63M0.74%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,879$1.63M0.02%+9,87713F-HRTimeline
Nest Investments, LLC16,844$1.62M1.23%+50313F-HRTimeline
HighPoint Advisor Group LLC16,755$1.62M0.06%-2,49413F-HRTimeline
Creekside Partners16,683$1.61M0.58%+1113F-HRTimeline
PRIVATE TRUST CO NA16,560$1.6M0.13%-1,05513F-HRTimeline
Ellis Investment Partners, LLC16,547$1.6M0.24%-9513F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.16,495$1.59M0.06%+1,35113F-HRTimelineGroup
Aspire Growth Partners LLC16,420$1.58M0.92%+4913F-HRTimeline
Hoese & Co LLP16,393$1.58M1.03%-1,28813F-HRTimeline
Vestmark Advisory Solutions, Inc.16,342$1.58M0.01%+2,41913F-HRTimeline
BEAM WEALTH ADVISORS, INC.16,243$1.57M0.35%+39513F-HR/ATimeline
Ballew Advisors, Inc15,926$1.56M0.81%-1,00413F-HRTimeline
Roof Eidam Maycock Peralta, LLC16,145$1.56M0.31%-4,67713F-HRTimeline
Centric Wealth Management16,500$1.56M0.24%013F-HRTimeline
Claro Advisors Inc.16,120$1.55M0.16%+61913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC15,905$1.53M0.36%-7913F-HRTimeline
5T Wealth, LLC15,869$1.53M0.57%-60613F-HRTimeline
GFG Capital, LLC15,804$1.52M0.42%013F-HRTimeline
True Blue Financial, LLC15,802$1.52M0.64%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.15,720$1.52M<0.01%-37813F-HRTimelineGroup
Tranquility Partners, LLC15,719$1.52M0.52%-15413F-HRTimeline
Capital Asset Advisory Services LLC15,686$1.51M0.05%-1,31313F-HRTimeline
SAXON INTERESTS, INC.15,642$1.51M0.42%-37113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,619$1.51M<0.01%-3,14813F-HRTimelineGroup
Insight Inv LLC15,596$1.5M0.71%-1,91513F-HRTimeline
Wescott Financial Advisory Group, LLC15,565$1.5M0.12%-29213F-HRTimeline
Composition Wealth, LLC15,474$1.49M0.02%-1,70413F-HRTimeline
Smart Money Group LLC15,443$1.49M0.38%-1,92213F-HRTimeline
New Insight Wealth Advisors15,421$1.49M0.44%-13613F-HRTimeline
NWF Advisory Services Inc.15,394$1.48M0.14%-23913F-HRTimeline
Comprehensive Financial Consultants Ins…15,393$1.48M0.39%-33513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,371$1.48M<0.01%+8813F-HRTimelineGroup
Atlas Legacy Advisors, LLC15,253$1.47M0.22%+39913F-HRTimeline
BXM Wealth LLC15,124$1.46M0.79%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC14,874$1.43M0.29%013F-HRTimeline
Southland Equity Partners LLC14,701$1.42M0.25%-7013F-HRTimeline
Ausdal Financial Partners, Inc.14,635$1.41M0.06%+1,66713F-HRTimeline
Nova R Wealth, Inc.14,631$1.41M0.41%+2513F-HRTimeline
Kaydan Wealth Management, Inc.14,547$1.4M0.43%-88213F-HRTimeline
BCGM Wealth Management, LLC14,542$1.4M0.3%-1,05013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC14,518$1.4M0.03%-2,16513F-HRTimeline
MCDONALD PARTNERS LLC14,500$1.4M0.34%013F-HRTimeline
LANARK FINANCIAL, INC.14,318$1.38M0.09%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC14,287$1.38M0.09%-2,67313F-HRTimeline
Physician Wealth Advisors, Inc.14,279$1.38M0.16%+3513F-HRTimeline
Core Wealth Partners LLC14,223$1.37M0.58%new13F-HRTimeline
CFS Investment Advisory Services, LLC13,994$1.37M0.09%-20013F-HRTimeline
Perennial Investment Advisors, LLC14,196$1.37M0.09%+35813F-HRTimeline
Safeguard Investment Advisory Group, LLC14,050$1.36M0.31%+64513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT13,794$1.33M0.08%-70613F-HRTimeline
Jacobi Capital Management LLC13,786$1.33M0.07%+13513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC13,525$1.32M0.47%+17613F-HRTimeline
CENTAURUS FINANCIAL, INC.13,702$1.32M0.05%-3,16513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,636$1.31M0.06%-1,47013F-HRTimeline
Elevation Capital Advisory, LLC13,558$1.31M0.5%-12,01113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC13,470$1.3M0.15%-9,14013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,454$1.3M0.02%-6,77413F-HRTimeline
ShoreHaven Wealth Partners, LLC13,412$1.29M0.41%-10113F-HRTimeline
Wealth Management Associates, Inc.13,322$1.29M0.35%013F-HRTimeline
SAPIENT CAPITAL LLC13,253$1.28M0.02%-74213F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,226$1.28M0.05%+1,47213F-HRTimeline
Rossby Financial, LCC13,205$1.27M0.23%-1,77413F-HRTimeline
Goldstone Financial Group, LLC13,203$1.27M0.12%-12213F-HRTimeline
EWA, LLC13,193$1.27M0.23%-1,97613F-HRTimeline
QP WEALTH MANAGEMENT, LLC13,081$1.26M1.8%+85313F-HRTimeline
SMITH, MOORE & CO.12,970$1.25M0.08%+36813F-HRTimeline
SHUFRO ROSE & CO LLC12,928$1.25M0.07%-59113F-HRTimeline
Provident Wealth Management, LLC12,907$1.25M0.32%-53313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,843$1.24M0.07%-54213F-HRTimeline
Advus Financial Partners, LLC12,899$1.24M0.35%+4,66713F-HR/ATimeline
Karras Company, Inc.12,850$1.24M1.12%-5913F-HRTimeline
JMG Financial Group, Ltd.12,847$1.24M0.03%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.12,811$1.24M0.43%-80613F-HRTimeline
Tradewinds, LLC.3,113$1.23M0.29%new13F-HRTimeline
Snider Financial Group12,706$1.23M0.31%+97613F-HRTimeline
Cherry Tree Wealth Management, LLC12,656$1.22M0.23%-53113F-HRTimeline
NorthCrest Asset Manangement, LLC12,453$1.22M0.03%+60213F-HRTimeline
Soltis Investment Advisors LLC12,585$1.21M0.07%+6113F-HRTimeline
Kastel Capital Advisors, LLC12,922$1.2M0.76%-17,97713F-HRTimeline
Mattern Wealth Management LLC12,372$1.19M0.2%-14013F-HRTimeline
WT Wealth Management12,346$1.19M0.33%-4113F-HRTimeline
J.E. Simmons & Co., P.C.12,291$1.19M0.67%+40613F-HRTimeline
Oxinas Partners, LLC12,289$1.19M0.47%+48513F-HRTimeline
Ergawealth Advisors, Inc.12,277$1.18M0.46%+2813F-HRTimeline
Concentrum Wealth Management12,231$1.18M0.28%-1,06613F-HRTimeline
CFO4Life Group, LLC12,176$1.17M0.16%+40013F-HRTimeline
VERITY Wealth Advisors12,102$1.17M0.71%013F-HRTimeline
Keating Financial Advisory Services, In…12,090$1.17M0.15%-58613F-HRTimeline
WCG Wealth Advisors LLC12,084$1.17M0.03%-1,78413F-HRTimeline
Beta Wealth Group, Inc.12,026$1.16M0.44%-17313F-HRTimeline
Guidance Point Advisors, LLC12,003$1.16M0.24%+49613F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,821$1.16M0.28%-5,10513F-HRTimeline
Strait & Sound Wealth Management LLC11,957$1.15M0.41%-15113F-HRTimeline
Hershey Financial Advisers, LLC11,920$1.15M0.83%-70413F-HRTimeline
K2 Financial Inc.11,721$1.15M0.81%-20913F-HRTimeline
Archer Investment Management, LLC11,857$1.14M0.39%+1,90213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,814$1.14M0.07%+21513F-HRTimeline
Goldstein Advisors, LLC11,809$1.14M0.1%-513F-HRTimeline
Moors & Cabot, Inc.11,800$1.14M0.04%-26413F-HRTimeline
PFG Advisors11,781$1.14M0.06%-3,83013F-HRTimeline
Chatterton & Associates Inc.11,599$1.13M0.67%+58713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,698$1.13M0.12%-31113F-HRTimeline
Lexington Hill Partners, LLC11,563$1.12M0.54%-7,42613F-HRTimeline
Keystone Wealth Services, LLC11,554$1.11M0.21%-45313F-HRTimeline
PMG Wealth Management, Inc.11,513$1.11M0.69%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV10,996$1.11M0.36%-1,06313F-HRTimeline
Advisory Alpha, LLC11,451$1.1M0.03%-11,57313F-HRTimeline
Granite Bay Wealth Management, LLC11,421$1.1M0.1%+2,47213F-HRTimeline
IRON Financial LLC11,249$1.09M0.45%+1113F-HRTimeline
Summit Trail Advisors, LLC11,203$1.08M0.01%-5,87113F-HRTimeline
Trek Financial, LLC11,170$1.08M0.05%+1,46413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,138$1.07M0.07%+46013F-HRTimeline
Compound Planning, Inc.11,081$1.07M0.03%-1,20813F-HRTimeline
Wealthfront Advisers LLC11,074$1.07M<0.01%+4,20613F-HRTimeline
Gen-Wealth Partners Inc11,059$1.07M0.3%+52813F-HRTimeline
Lincoln Capital LLC10,988$1.06M0.19%-14113F-HRTimeline
Maia Wealth LLC10,951$1.06M0.16%-2,10413F-HRTimeline
Dorsey & Whitney Trust CO LLC10,945$1.06M0.05%013F-HRTimeline
Legacy Financial Advisors, Inc.10,797$1.04M0.13%-25213F-HRTimeline
TRUST POINT INC.10,777$1.04M0.09%+18413F-HRTimeline
Aspect Partners, LLC10,699$1.03M0.39%+4,90113F-HRTimeline
Bravias Capital Group, LLC10,696$1.03M0.61%-1,03513F-HRTimeline
Sage Mountain Advisors LLC10,672$1.03M0.06%-8013F-HRTimeline
WESPAC Advisors, LLC10,615$1.02M0.5%new13F-HRTimeline
Integrated Advisors Network LLC10,571$1.02M0.05%-2,36013F-HRTimeline
Ridgewood Investments LLC10,557$1.02M0.38%-11713F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,538$1.02M0.08%+313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,527$1.02M0.01%+67413F-HRTimelineGroup
Inscription Capital, LLC10,466$1.01M0.09%+413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…10,416$1M0.01%new13F-HRTimelineGroup
Fort Point Capital Partners LLC10,406$1M0.11%-25913F-HRTimeline
JB Capital LLC10,390$1M0.03%+1,66913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC10,362$1M0.07%-23013F-HRTimelineGroup