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Disclosery

USMV ISHARES TR

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SHS (fund)

1,271 managers (1,285 13F filers) reported a position in USMV shares at 2024-12-31, 186,489,023 shares in all. 74 filers opened a position and 62 filers sold out during the quarter.

Managers
1,271
13F filers
1,285
New
74
Added
340
Reduced
532
Sold out
62
Shares held by filers
186,489,023

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Blake Schutter Theil Wealth Advisors, L…26,482$2.35M2.48%-26413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/26,222$2.33M<0.01%+49013F-HRTimelineGroup
Hirtle & Co., LLC26,138$2.32M0.1%new13F-HRTimeline
Summit Trail Advisors, LLC25,907$2.3M0.08%013F-HRTimeline
WT Wealth Management25,728$2.28M0.72%-71313F-HRTimeline
Regal Investment Advisors LLC25,639$2.28M0.17%-2,95013F-HRTimeline
Advisor Resource Council25,411$2.26M1.62%new13F-HRTimeline
Roof Eidam Maycock Peralta, LLC25,395$2.25M0.58%013F-HRTimeline
MGB Wealth Management, LLC25,297$2.25M0.7%013F-HRTimeline
Summit Investment Advisory Services, LLC25,165$2.23M1.15%-1,70513F-HRTimeline
WHITTIER TRUST CO25,011$2.22M0.03%013F-HRTimeline
Ballew Advisors, Inc24,912$2.2M1.4%-75313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC24,970$2.19M0.48%013F-HRTimeline
Friedenthal Financial24,188$2.15M1.26%-17213F-HRTimeline
5T Wealth, LLC24,073$2.14M1.17%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…23,999$2.13M0.69%-19413F-HRTimeline
DIVERSIFIED TRUST CO23,785$2.11M0.05%013F-HRTimeline
GFG Capital, LLC23,602$2.1M0.58%-13013F-HRTimeline
PFG Advisors23,529$2.09M0.13%+59513F-HRTimeline
Hilltop Partners LLC23,438$2.08M0.71%-36813F-HRTimeline
TPG Advisors LLC23,318$2.07M1.62%-85513F-HRTimeline
Centurion Wealth Management LLC23,078$2.05M0.64%-1,77813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC23,045$2.05M0.19%-26913F-HRTimelineGroup
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC22,796$2.02M1.74%-39,92013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC22,794$2.02M0.08%-9,53913F-HRTimelineGroup
Shepherd Financial Partners LLC22,764$2.02M0.24%-81213F-HRTimeline
Forum Private Client Group LLC22,666$2.01M0.9%-2,46813F-HRTimeline
SMITH, MOORE & CO.22,638$2.01M0.18%-6,48213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,568$2M<0.01%-12,04213F-HRTimelineGroup
Baring Financial LLC22,561$2M1.79%13F-HRTimeline
Thompson David Blair22,454$1.99M1.45%13F-HRTimeline
HARBOUR INVESTMENTS, INC.22,415$1.99M0.06%-57313F-HRTimeline
CPC Advisors, LLC22,313$1.98M0.27%+1,11913F-HRTimeline
Arcus Capital Partners, LLC23,691$1.98M0.63%+1,57913F-HRTimeline
B. Riley Wealth Advisors, Inc.22,184$1.97M0.06%-10,94413F-HRTimeline
PFG Investments, LLC22,095$1.96M0.12%+16,17013F-HRTimeline
Robertson Stephens Wealth Management, L…22,035$1.96M0.07%-48913F-HRTimeline
SAPIENT CAPITAL LLC22,006$1.95M0.04%+4,42713F-HRTimeline
Composition Wealth, LLC21,998$1.95M0.04%-59213F-HRTimeline
DecisionMap Wealth Management, LLC21,930$1.95M1.54%13F-HRTimeline
New Century Financial Group, LLC21,842$1.95M0.83%-1,81513F-HRTimeline
Granite FO LLC21,735$1.93M1.1%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC21,630$1.92M0.5%+7,44413F-HR/ATimeline
Detalus Advisors, LLC21,359$1.9M0.62%-6913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.21,225$1.89M<0.01%-1,42513F-HRTimelineGroup
PCA Investment Advisory Services Inc.21,208$1.88M0.87%-99513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding21,195$1.88M+2,937Timeline
Caprock Group, LLC21,151$1.88M0.06%+6,95113F-HRTimeline
Fort Point Capital Partners LLC20,936$1.86M0.21%+413F-HRTimeline
IRON Financial LLC20,907$1.86M1.04%-52913F-HRTimeline
Bernardo Wealth Planning LLC21,154$1.85M0.44%-25013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC20,890$1.85M0.27%+32313F-HRTimeline
HB Wealth Management, LLC20,711$1.84M0.02%+2,94813F-HRTimeline
Avior Wealth Management, LLC20,648$1.83M0.07%-16613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,633$1.83M0.04%-91213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV20,536$1.82M0.67%+2113F-HRTimeline
Black Diamond Financial, LLC20,332$1.81M0.27%013F-HRTimeline
CFS Investment Advisory Services, LLC20,298$1.8M0.16%-2413F-HRTimeline
Ascent Wealth Partners, LLC20,290$1.8M0.24%-10513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,265$1.8M0.03%+1,80013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,249$1.8M0.05%-71813F-HRTimelineGroup
Symphony Financial Services, Inc.20,225$1.8M1.44%+1,53513F-HRTimeline
Fortis Group Advisors, LLC20,199$1.79M0.33%+19013F-HRTimeline
Almanack Investment Partners, LLC.20,195$1.79M0.28%013F-HRTimeline
CoreCap Advisors, LLC20,178$1.79M0.08%-3,43513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT19,642$1.74M0.13%-49713F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.19,588$1.74M0.86%-45013F-HRTimeline
Retirement Planning Group, LLC19,569$1.74M0.09%+16813F-HRTimeline
Manchester Capital Management LLC19,400$1.72M0.2%013F-HRTimeline
SHUFRO ROSE & CO LLC19,380$1.72M0.13%-1,93013F-HRTimeline
VERITY Wealth Advisors19,253$1.71M1.23%-1,71813F-HRTimeline
Welch & Forbes LLC19,116$1.7M0.02%013F-HRTimeline
Strategic Investment Advisors / MI19,053$1.69M0.18%+1,32313F-HRTimeline
BCGM Wealth Management, LLC19,033$1.69M0.54%+15413F-HRTimeline
Safeguard Investment Advisory Group, LLC19,026$1.69M0.46%-3,03813F-HRTimeline
SCOTIA CAPITAL INC.18,943$1.68M0.01%+65013F-HRTimeline
Farther Finance Advisors, LLC18,817$1.67M0.06%+4,51213F-HRTimeline
NOTTINGHAM ADVISORS, INC.18,590$1.65M0.21%-18,05313F-HRTimeline
Compound Planning, Inc.18,555$1.65M0.08%+1,63213F-HRTimeline
Ergawealth Advisors, Inc.18,500$1.64M0.81%-3,72113F-HRTimeline
Wescott Financial Advisory Group, LLC18,413$1.63M0.17%-1,00913F-HRTimeline
Atlas Private Wealth Advisors18,342$1.63M0.23%-6,70013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.18,315$1.63M<0.01%new13F-HRTimelineGroup
Cypress Wealth Services, LLC18,307$1.63M0.33%-42313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,278$1.62M0.01%+11,01313F-HRTimeline
Quantinno Capital Management LP18,097$1.61M0.02%+11,73113F-HRTimeline
PRIVATE TRUST CO NA18,054$1.6M0.16%-25213F-HRTimeline
Sage Mountain Advisors LLC18,047$1.6M0.12%+1,29413F-HRTimeline
Sugarloaf Wealth Management, LLC18,038$1.6M0.3%-8,41713F-HRTimeline
Retireful, LLC17,963$1.59M0.9%-15,28313F-HRTimeline
STRATEGY ASSET MANAGERS LLC17,942$1.59M0.31%-81613F-HRTimeline
SAXON INTERESTS, INC.17,791$1.58M0.7%+16513F-HRTimeline
Park Place Capital Corp17,783$1.58M0.44%-97613F-HRTimeline
Aspire Growth Partners LLC17,761$1.58M1.54%13F-HRTimeline
Capital Market Strategies LLC17,747$1.58M0.91%013F-HRTimeline
Family Manage LLC17,725$1.57M0.26%-29,30213F-HRTimeline
Vestcor Inc17,610$1.56M0.05%+5,32013F-HRTimeline
ROMAN BUTLER FULLERTON & CO16,995$1.56M0.5%-43813F-HRTimeline
Kaydan Wealth Management, Inc.17,565$1.56M0.52%-18113F-HRTimeline
Sachetta, LLC17,483$1.55M0.61%-413F-HRTimeline
Intellectus Partners, LLC17,403$1.55M0.34%+58013F-HRTimeline
Center For Asset Management LLC17,275$1.53M0.99%-1,32713F-HRTimeline
Marcum Wealth, LLC17,231$1.53M0.13%+26713F-HRTimeline
Golden State Wealth Management, LLC17,218$1.53M0.23%13F-HRTimeline
Security Financial Services, INC.17,117$1.52M0.31%-86213F-HRTimeline
Creekside Partners17,063$1.52M0.79%-25313F-HRTimeline
DOHJ, LLC16,954$1.51M0.35%-9613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC17,069$1.5M1.12%+1,46813F-HRTimeline
NewEdge Wealth, LLC16,745$1.49M0.03%+2,92713F-HRTimeline
Vermillion & White Wealth Management Gr…16,689$1.48M1.09%-34,40613F-HRTimeline
Integrated Advisors Network LLC16,566$1.47M0.07%+1,54713F-HRTimeline
Comprehensive Financial Consultants Ins…16,553$1.47M0.53%-62413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,530$1.47M0.12%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,485$1.46M0.11%-3,57213F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC16,459$1.46M0.09%-11913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd16,281$1.45M0.03%new13F-HRTimelineGroup
Brueske Advisory Services, LLC16,281$1.45M1.29%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…16,261$1.44M0.28%-4,94913F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC16,141$1.43M0.8%013F-HRTimeline
Centric Wealth Management16,119$1.43M0.39%+5213F-HRTimeline
RENASANT BANK16,103$1.43M0.93%-1,05113F-HRTimeline
NorthRock Partners, LLC16,014$1.42M0.05%-4,16313F-HR/ATimeline
Maia Wealth LLC15,410$1.42M0.3%-38013F-HRTimeline
EWA, LLC15,689$1.39M0.52%-1,60013F-HRTimeline
Southland Equity Partners LLC15,636$1.39M0.32%+5113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,563$1.38M<0.01%+94513F-HRTimelineGroup
GRIES FINANCIAL LLC15,244$1.35M0.24%-76613F-HRTimeline
Keystone Wealth Services, LLC15,091$1.34M0.35%-38813F-HRTimeline
FINANCIAL LIFE ADVISORS15,069$1.34M0.5%-3,06813F-HRTimeline
Verdence Capital Advisors LLC15,023$1.33M0.11%-1,05913F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,882$1.32M0.13%+313F-HRTimeline
Physician Wealth Advisors, Inc.14,751$1.31M0.22%-5813F-HRTimeline
NOVUS ADVISORS, LLC14,640$1.3M1.3%13F-HRTimeline
MCDONALD PARTNERS LLC14,625$1.3M0.33%+12513F-HRTimeline
Goldstone Financial Group, LLC14,579$1.29M0.2%-33013F-HRTimeline
New Insight Wealth Advisors14,530$1.29M0.65%+25013F-HRTimeline
Provident Wealth Management, LLC14,511$1.29M0.43%-5413F-HRTimeline
Cherry Tree Wealth Management, LLC14,458$1.28M0.32%-81613F-HRTimeline
Jacobi Capital Management LLC14,337$1.27M0.1%+3713F-HRTimeline
Ridgewood Investments LLC14,313$1.27M0.61%+913F-HRTimeline
Nova R Wealth, Inc.14,265$1.27M0.64%+3613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,843$1.23M<0.01%+4,67313F-HRTimelineGroup
Advisory Alpha, LLC13,787$1.22M0.04%+2,00713F-HRTimeline
Bravias Capital Group, LLC13,284$1.22M0.99%13F-HRTimeline
JMG Financial Group, Ltd.13,710$1.22M0.04%013F-HRTimeline
Tranquility Partners, LLC13,537$1.22M0.46%-2,13313F-HRTimeline
Perennial Investment Advisors, LLC13,568$1.2M0.14%+1113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …13,547$1.2M0.03%-120,04913F-HRTimelineGroup
Mattern Wealth Management LLC13,513$1.2M0.26%-35013F-HRTimeline
Three Magnolias Financial Advisors, LLC13,395$1.19M1.25%13F-HRTimeline
Dorsey & Whitney Trust CO LLC13,315$1.18M0.07%-74813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,266$1.18M0.17%-1,60413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…13,175$1.17M0.24%-8,88613F-HRTimelineGroup
Concentrum Wealth Management13,168$1.17M0.41%+2,36713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC13,114$1.16M0.67%-91013F-HRTimeline
Mosley Wealth Management12,644$1.16M0.72%+72813F-HRTimeline
TBH Global Asset Management, LLC12,999$1.15M0.27%-39013F-HRTimeline
Claro Advisors Inc.12,879$1.14M0.15%+30213F-HRTimeline
Y-Intercept (Hong Kong) Ltd12,728$1.13M0.08%new13F-HRTimeline
POTENTIA WEALTH12,700$1.13M0.5%13F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC12,676$1.13M0.27%013F-HRTimeline
Atlas Legacy Advisors, LLC12,671$1.13M0.27%13F-HRTimeline
FRG Family Wealth Advisors LLC12,545$1.11M0.2%-1,25513F-HRTimeline
CFO4Life Group, LLC12,532$1.11M0.2%-44313F-HRTimeline
Wealth Management Associates, Inc.12,464$1.11M0.47%+1113F-HRTimeline
Tranquilli Financial Advisor LLC12,414$1.1M0.7%-15,69413F-HRTimeline
Summit X, LLC12,374$1.1M0.24%-21213F-HRTimeline
Kathmere Capital Management, LLC12,348$1.1M0.1%+1,03513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION12,260$1.09M0.1%-86213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC12,150$1.08M<0.01%+5,27713F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC12,148$1.08M0.09%+413F-HRTimeline
EQ LLC12,080$1.07M0.5%-1,17413F-HRTimeline
Signal Advisors Wealth, LLC12,032$1.07M0.12%-25813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,807$1.05M0.08%-15513F-HRTimeline
Arrowroot Family Office, LLC11,789$1.05M0.54%-2,62013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA11,707$1.04M<0.01%+49313F-HRTimelineGroup
Prostatis Group LLC11,665$1.04M0.3%-3,23313F-HRTimeline
Great Diamond Partners, LLC11,612$1.03M0.27%new13F-HRTimeline
PMG Wealth Management, Inc.11,602$1.03M0.94%13F-HRTimeline
Beacon Financial Advisory LLC11,502$1.02M0.33%+24713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC11,491$1.02M0.5%+2513F-HRTimeline
K2 Financial Inc.11,550$1.02M1.01%13F-HRTimeline
Schrum Private Wealth Management LLC11,382$1.01M0.86%-8,75813F-HRTimeline
TTP Investments, Inc.11,344$1.01M0.35%013F-HRTimeline
BRIGHTON JONES LLC11,290$1M0.03%+1,29113F-HR/ATimeline
PKS Advisory Services, LLC11,275$1M0.25%13F-HRTimeline
Arkadios Wealth Advisors11,269$1M0.05%-23513F-HRTimeline
Destiny Wealth Partners, LLC11,245$998K0.16%-29313F-HRTimeline
LongView Wealth Management11,204$995K0.3%-23613F-HRTimeline
Goldstein Advisors, LLC11,061$982K0.14%-30913F-HRTimeline
Certus Wealth Management, LLC10,534$981K0.66%-20013F-HRTimeline
C2C Wealth Management, LLC10,965$974K0.9%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,963$973K0.01%-2413F-HRTimeline
Guidance Point Advisors, LLC10,927$970K0.27%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,909$969K0.12%013F-HRTimeline
Jaffetilchin Investment Partners, LLC10,896$967K0.07%+7913F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,840$962K0.89%-2,12013F-HRTimeline
Creekmur Asset Management LLC10,711$951K0.22%-45113F-HRTimeline
WBH ADVISORY INC10,693$949K0.09%-33513F-HRTimeline
Lincoln Capital LLC10,651$946K0.2%-8213F-HRTimeline