Skip to content
Disclosery

USMV ISHARES TR

Follow

SHS (fund)

1,290 managers (1,302 13F filers) reported a position in USMV shares at 2025-03-31, 190,308,462 shares in all. 106 filers opened a position and 83 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
106
Added
414
Reduced
526
Sold out
83
Shares held by filers
190,308,462

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Milestone Asset Management Group, LLC29,100$2.73M2.46%+1,40213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,005$2.72M0.05%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…28,258$2.65M0.98%-26413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28,248$2.65M0.02%+9,97013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…28,143$2.64M0.08%-64513F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD27,600$2.59M0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management26,770$2.51M0.08%-1,04513F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding26,487$2.48M-4Timeline
Blake Schutter Theil Wealth Advisors, L…26,482$2.48M2.82%013F-HRTimeline
Kingsview Wealth Management, LLC26,407$2.47M0.05%-13613F-HRTimeline
Tanglewood Legacy Advisors, LLC26,377$2.47M1.08%-3,42413F-HRTimeline
Keebeck Wealth Management26,203$2.45M0.36%-1,16213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers26,119$2.45M<0.01%-12,42813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP26,000$2.44M<0.01%+23,00013F-HRTimelineGroup
Summit Trail Advisors, LLC25,907$2.43M0.08%013F-HRTimeline
Santori & Peters, Inc.25,874$2.42M0.98%-7,58413F-HRTimeline
SIGNATUREFD, LLC25,839$2.42M0.05%-1,11913F-HRTimeline
180 WEALTH ADVISORS, LLC25,665$2.4M0.38%-1,15113F-HRTimeline
UMB Bank, n.a.25,588$2.4M0.04%-3,63513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ACT Advisors, LLC.25,469$2.39M1.29%-1,45413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC25,336$2.37M0.1%+8,85113F-HRTimelineGroup
MGB Wealth Management, LLC25,295$2.36M0.86%-213F-HRTimeline
Summit Investment Advisory Services, LLC25,039$2.35M1.15%-12613F-HRTimeline
WHITTIER TRUST CO25,011$2.34M0.03%013F-HRTimeline
Regal Investment Advisors LLC24,848$2.33M0.19%-79113F-HRTimeline
Strategic Family Wealth Counselors, L.L…24,633$2.31M0.75%+63413F-HRTimeline
Detalus Advisors, LLC24,540$2.3M0.72%+3,18113F-HRTimeline
B. Riley Wealth Advisors, Inc.24,193$2.27M0.07%+2,00913F-HRTimeline
Ballew Advisors, Inc24,891$2.24M1.5%-2113F-HRTimeline
Shepherd Financial Partners LLC23,881$2.24M0.26%+1,11713F-HRTimeline
DIVERSIFIED TRUST CO23,785$2.23M0.06%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC23,770$2.23M0.08%+97613F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC23,718$2.22M2.94%13F-HRTimeline
DecisionMap Wealth Management, LLC23,718$2.22M1.69%+1,78813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC24,970$2.21M0.48%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,613$2.21M<0.01%-2,60913F-HRTimelineGroup
TPG Advisors LLC23,517$2.2M1.74%+19913F-HRTimeline
Hilltop Partners LLC23,303$2.18M0.74%-13513F-HRTimeline
INTEGRITY ALLIANCE, LLC.23,286$2.18M0.09%+17,82213F-HRTimeline
John W. Brooker & Co., CPAs22,704$2.13M0.88%-8,50113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,583$2.12M0.06%+2,33413F-HRTimelineGroup
Caprock Group, LLC22,487$2.11M0.06%+1,33613F-HRTimeline
Roof Eidam Maycock Peralta, LLC22,460$2.1M0.56%-2,93513F-HRTimeline
Friedenthal Financial21,968$2.06M1.23%-2,22013F-HRTimeline
Centurion Wealth Management LLC23,078$2.05M0.64%013F-HRTimeline
Forum Private Client Group LLC21,776$2.04M0.89%-89013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC21,763$2.04M0.19%-1,28213F-HRTimelineGroup
Strategic Investment Advisors / MI21,670$2.03M0.22%+2,61713F-HRTimeline
Ellis Investment Partners, LLC21,581$2.02M0.42%-6,37613F-HRTimeline
Composition Wealth, LLC21,436$2.01M0.04%-56213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC21,271$1.99M0.03%new13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.21,251$1.99M0.06%-1,16413F-HRTimeline
Bernardo Wealth Planning LLC21,099$1.98M0.47%-5513F-HR/ATimeline
PFG Investments, LLC21,077$1.97M0.13%-1,01813F-HRTimeline
Arcus Capital Partners, LLC21,012$1.97M0.79%-2,67913F-HRTimeline
Fort Point Capital Partners LLC20,954$1.96M0.22%+1813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC20,897$1.96M0.28%+713F-HRTimeline
IRON Financial LLC20,844$1.95M1.09%-6313F-HRTimeline
PCA Investment Advisory Services Inc.20,785$1.95M1.03%-42313F-HRTimeline
Icon Wealth Advisors, LLC20,574$1.93M0.16%+12,98513F-HRTimeline
SMITH, MOORE & CO.20,550$1.92M0.18%-2,08813F-HRTimeline
Baring Financial LLC20,515$1.92M1.61%-2,04613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,466$1.92M0.05%-16713F-HRTimeline
Astoria Portfolio Advisors LLC.21,047$1.9M0.65%+17,30713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,280$1.9M0.03%+1513F-HRTimelineGroup
PRIVATE TRUST CO NA20,261$1.9M0.2%+2,20713F-HRTimeline
Granite FO LLC20,210$1.89M1.08%-1,52513F-HRTimeline
Guidance Point Advisors, LLC20,198$1.89M0.54%+9,27113F-HRTimeline
Almanack Investment Partners, LLC.20,195$1.89M0.37%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT20,107$1.88M0.14%+46513F-HRTimeline
SCOTIA CAPITAL INC.20,092$1.88M0.01%+1,14913F-HRTimeline
Fortis Group Advisors, LLC20,083$1.88M0.37%-11613F-HRTimeline
Avior Wealth Management, LLC20,025$1.88M0.07%-62313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV20,012$1.87M0.72%-52413F-HRTimeline
HB Wealth Management, LLC19,940$1.87M0.02%-77113F-HRTimeline
Ascent Wealth Partners, LLC19,667$1.84M0.25%-62313F-HRTimeline
5T Wealth, LLC19,626$1.84M1.05%-4,44713F-HRTimeline
CoreCap Advisors, LLC19,405$1.82M0.08%-77313F-HRTimeline
Manchester Capital Management LLC19,400$1.82M0.22%013F-HRTimeline
NewEdge Wealth, LLC19,399$1.82M0.03%+2,65413F-HRTimeline
Symphony Financial Services, Inc.19,397$1.82M1.19%-82813F-HRTimeline
Black Diamond Financial, LLC19,382$1.82M0.27%-95013F-HRTimeline
GFG Capital, LLC19,347$1.81M0.56%-4,25513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding19,296$1.81M-1,899Timeline
WETZEL INVESTMENT ADVISORS, INC.19,278$1.81M0.91%-31013F-HRTimeline
Safeguard Investment Advisory Group, LLC19,230$1.8M0.49%+20413F-HRTimeline
Retirement Planning Group, LLC19,203$1.8M0.08%-36613F-HRTimeline
Welch & Forbes LLC19,116$1.79M0.02%013F-HRTimeline
Golden State Wealth Management, LLC18,928$1.77M0.26%+1,71013F-HR/ATimeline
BCGM Wealth Management, LLC18,767$1.76M0.54%-26613F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,688$1.75M0.36%+74613F-HRTimeline
SHUFRO ROSE & CO LLC18,584$1.74M0.14%-79613F-HRTimeline
SAPIENT CAPITAL LLC18,422$1.73M0.03%-3,58413F-HRTimeline
PFG Advisors18,130$1.7M0.09%-5,39913F-HRTimeline
Simplicity Wealth,LLC18,065$1.69M0.13%+9,68613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC18,058$1.69M1.2%+98913F-HRTimeline
Sage Mountain Advisors LLC18,047$1.69M0.12%013F-HRTimeline
Ergawealth Advisors, Inc.18,025$1.69M0.84%-47513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding17,840$1.67M+1,579Timeline
Atlas Private Wealth Advisors17,808$1.67M0.23%-53413F-HRTimeline
CFS Investment Advisory Services, LLC17,784$1.67M0.15%-2,51413F-HRTimeline
Advisor Resource Council18,988$1.66M0.13%-6,42313F-HRTimeline
Advisory Alpha, LLC17,667$1.65M0.06%+3,88013F-HR/ATimeline
Capital Market Strategies LLC17,667$1.65M1.1%-8013F-HRTimeline
Family Manage LLC17,646$1.65M0.27%-7913F-HRTimeline
Sachetta, LLC17,514$1.64M0.67%+3113F-HRTimeline
Intellectus Partners, LLC17,437$1.63M0.4%+3413F-HRTimeline
GRIES FINANCIAL LLC17,403$1.63M0.32%+2,15913F-HRTimeline
NWF Advisory Services Inc.17,242$1.61M0.23%+7,44413F-HRTimeline
Kaydan Wealth Management, Inc.17,118$1.6M0.51%-44713F-HRTimeline
Aspire Growth Partners LLC17,162$1.59M1.41%-59913F-HRTimeline
Marcum Wealth, LLC16,968$1.59M0.14%-26313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,950$1.59M<0.01%+1,38713F-HRTimelineGroup
Integrated Advisors Network LLC16,774$1.57M0.08%+20813F-HRTimeline
Comprehensive Financial Consultants Ins…16,726$1.57M0.56%+17313F-HRTimeline
DOHJ, LLC16,668$1.56M0.36%-28613F-HRTimeline
Cypress Wealth Services, LLC16,624$1.56M0.32%-1,68313F-HRTimeline
Creekside Partners16,621$1.56M0.81%-44213F-HRTimeline
ROMAN BUTLER FULLERTON & CO17,043$1.55M0.6%+4813F-HRTimeline
Wescott Financial Advisory Group, LLC16,497$1.55M0.16%-1,91613F-HRTimeline
SWEENEY & MICHEL, LLC18,082$1.54M0.68%13F-HRTimeline
Maven Securities LTDin group Maven Securities LTD16,410$1.54M0.34%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,391$1.54M<0.01%-6,17713F-HRTimelineGroup
Brueske Advisory Services, LLC16,281$1.52M1.44%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC16,273$1.52M0.1%-18613F-HRTimeline
Centric Wealth Management16,152$1.51M0.4%+3313F-HRTimeline
CCG WEALTH MANAGEMENT, LLC16,047$1.5M0.9%-9413F-HRTimeline
BXM Wealth LLC16,024$1.5M1.8%new13F-HRTimeline
Compound Planning, Inc.15,992$1.5M0.07%-2,56313F-HRTimeline
NorthRock Partners, LLC15,968$1.5M0.05%-4613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV17,047$1.5M0.78%-15,30713F-HRTimeline
KM Capital Management Ltd.15,774$1.48M0.8%new13F-HRTimeline
Tranquilli Financial Advisor LLC15,635$1.46M0.93%+3,22113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,127$1.46M<0.01%-4,09813F-HRTimelineGroup
Verdence Capital Advisors LLC15,458$1.45M0.11%+43513F-HRTimeline
LANARK FINANCIAL, INC.15,358$1.44M0.12%+15,34313F-HRTimeline
Southland Equity Partners LLC15,325$1.44M0.33%-31113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,022$1.41M0.12%-1,50813F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,885$1.39M0.13%+313F-HRTimeline
Keystone Wealth Services, LLC14,747$1.38M0.37%-34413F-HRTimeline
Jaffetilchin Investment Partners, LLC14,685$1.38M0.1%+3,78913F-HRTimeline
NOVUS ADVISORS, LLC14,626$1.37M1.38%-1413F-HRTimeline
MCDONALD PARTNERS LLC14,625$1.37M0.36%013F-HRTimeline
Claro Advisors Inc.14,528$1.36M0.18%+1,64913F-HRTimeline
Physician Wealth Advisors, Inc.14,494$1.36M0.23%-25713F-HRTimeline
Concentrum Wealth Management14,430$1.35M0.5%+1,26213F-HRTimeline
Jacobi Capital Management LLC14,372$1.35M0.1%+3513F-HRTimeline
New Insight Wealth Advisors14,320$1.34M0.61%-21013F-HRTimeline
Ridgewood Investments LLC14,319$1.34M0.63%+613F-HRTimeline
Nova R Wealth, Inc.14,292$1.34M0.66%+2713F-HRTimeline
Goldstone Financial Group, LLC14,285$1.34M0.2%-29413F-HRTimeline
Provident Wealth Management, LLC14,232$1.33M0.46%-27913F-HRTimeline
EWA, LLC14,191$1.33M0.49%-1,49813F-HRTimeline
Tranquility Partners, LLC14,128$1.32M0.51%+59113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,100$1.32M<0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC13,954$1.31M0.15%+38613F-HRTimeline
Signal Advisors Wealth, LLC13,912$1.3M0.13%+1,88013F-HRTimeline
Vestmark Advisory Solutions, Inc.13,832$1.3M0.03%new13F-HRTimeline
Cherry Tree Wealth Management, LLC13,816$1.29M0.31%-64213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,701$1.28M<0.01%-14213F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC13,467$1.26M0.6%+10,17813F-HRTimeline
BRIGHTON JONES LLC13,374$1.25M0.04%+2,08413F-HRTimeline
Dorsey & Whitney Trust CO LLC13,315$1.25M0.07%013F-HRTimeline
Atlas Legacy Advisors, LLC13,391$1.24M0.32%+72013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC13,156$1.23M0.72%+4213F-HRTimeline
Maia Wealth LLC13,512$1.23M0.28%-1,89813F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…13,009$1.22M0.22%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.12,882$1.21M0.09%+7,91813F-HRTimeline
JMG Financial Group, Ltd.12,847$1.2M0.04%-86313F-HRTimeline
Park Place Capital Corp12,805$1.2M0.33%-4,97813F-HRTimeline
Center For Asset Management LLC12,790$1.2M0.73%-4,48513F-HRTimeline
Destiny Wealth Partners, LLC12,675$1.19M0.19%+1,43013F-HRTimeline
Kathmere Capital Management, LLC12,643$1.18M0.1%+29513F-HRTimeline
Mattern Wealth Management LLC12,635$1.18M0.26%-87813F-HRTimeline
Bravias Capital Group, LLC12,612$1.18M0.96%-67213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,700$1.18M0.18%-56613F-HRTimeline
Summit X, LLC12,825$1.16M0.24%+45113F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC12,388$1.16M0.29%-28813F-HRTimeline
Wealth Management Associates, Inc.12,383$1.16M0.5%-8113F-HRTimeline
WT Wealth Management12,343$1.16M0.38%-13,38513F-HRTimeline
Inscription Capital, LLC13,776$1.15M0.19%13F-HRTimeline
CFO4Life Group, LLC12,202$1.14M0.19%-33013F-HRTimeline
Cascades Capital Asset Management, LLC12,151$1.14M0.61%+7,45013F-HRTimeline
VERITY Wealth Advisors12,011$1.12M0.83%-7,24213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION11,843$1.11M0.11%-41713F-HRTimeline
Moors & Cabot, Inc.11,819$1.11M0.06%+1,41413F-HRTimeline
West Wealth Group, LLC11,781$1.1M0.33%new13F-HRTimeline
FINANCIAL LIFE ADVISORS11,761$1.1M0.41%-3,30813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA11,708$1.1M<0.01%+113F-HRTimelineGroup
PMG Wealth Management, Inc.11,602$1.09M1.15%013F-HRTimeline
Great Diamond Partners, LLC11,593$1.09M0.3%-1913F-HRTimeline
Chicago Partners Investment Group LLC11,686$1.08M0.04%new13F-HRTimeline
PKS Advisory Services, LLC11,452$1.07M0.29%+17713F-HRTimeline
RENASANT BANK11,404$1.07M0.71%-4,69913F-HRTimeline
TTP Investments, Inc.11,344$1.06M0.45%013F-HRTimeline
CENTAURUS FINANCIAL, INC.11,322$1.06M0.06%+2,39313F-HRTimeline
Opes Wealth Management LLC11,249$1.05M0.21%+90313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,248$1.05M0.01%+1,15213F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC11,807$1.05M0.08%013F-HRTimeline
K2 Financial Inc.11,827$1.04M1.02%+27713F-HRTimeline