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Disclosery

USMV ISHARES TR

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SHS (fund)

1,290 managers (1,302 13F filers) reported a position in USMV shares at 2025-06-30, 180,894,166 shares in all. 72 filers opened a position and 74 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
72
Added
450
Reduced
527
Sold out
74
Shares held by filers
180,894,166

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Legacy Financial Advisors, Inc.27,869$2.62M0.41%-5,77013F-HRTimeline
ETF Store, Inc.27,644$2.59M3.01%-1,92113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,547$2.59M<0.01%+1,42813F-HRTimelineGroup
Kingsview Wealth Management, LLC26,766$2.51M0.04%+35913F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding26,518$2.49M+31Timeline
CAPITAL INSIGHT PARTNERS, LLC26,501$2.49M0.43%+19,27613F-HRTimeline
Hoese & Co LLP26,472$2.48M2%-16,89913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…26,301$2.47M2.8%-18113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP26,000$2.44M<0.01%013F-HRTimelineGroup
Keebeck Wealth Management25,837$2.43M0.32%-36613F-HRTimeline
Santori & Peters, Inc.25,831$2.42M0.88%-4313F-HRTimeline
UMB Bank, n.a.25,395$2.38M0.04%-19313F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC25,228$2.37M0.08%+1,45813F-HRTimelineGroup
WT Wealth Management25,142$2.36M0.7%+12,79913F-HRTimeline
Regal Investment Advisors LLC25,130$2.36M0.18%+28213F-HRTimeline
Ballew Advisors, Inc24,955$2.35M1.39%+6413F-HRTimeline
WHITTIER TRUST CO25,011$2.35M0.03%013F-HRTimeline
MGB Wealth Management, LLC25,008$2.35M0.77%-28713F-HRTimeline
Summit Investment Advisory Services, LLC24,972$2.34M1.02%-6713F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO24,934$2.34M0.04%-13,48813F-HRTimeline
ACT Advisors, LLC.24,897$2.34M1.08%-57213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC24,670$2.33M0.42%-30013F-HRTimeline
Detalus Advisors, LLC24,624$2.31M0.67%+8413F-HRTimeline
Strategic Family Wealth Counselors, L.L…24,545$2.3M0.66%-8813F-HRTimeline
DecisionMap Wealth Management, LLC24,520$2.3M1.58%+80213F-HRTimeline
Atlas Private Wealth Advisors24,085$2.26M0.29%+6,27713F-HRTimeline
Icon Wealth Advisors, LLC24,021$2.25M0.16%+3,44713F-HRTimeline
Kensington Asset Management, LLC23,980$2.25M0.17%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.23,930$2.25M<0.01%-30,79313F-HRTimelineGroup
DIVERSIFIED TRUST CO23,785$2.23M0.05%013F-HRTimeline
Strategic Investment Advisors / MI23,795$2.23M0.22%+2,12513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,714$2.23M<0.01%+10113F-HR/ATimelineGroup
180 WEALTH ADVISORS, LLC23,689$2.22M0.31%-1,97613F-HRTimeline
SIGNATUREFD, LLC23,671$2.22M0.04%-2,16813F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC23,525$2.21M3.49%-19313F-HRTimeline
TPG Advisors LLC23,382$2.19M1.59%-13513F-HRTimeline
Summit Trail Advisors, LLC23,221$2.18M0.04%-2,68613F-HRTimeline
Hilltop Partners LLC23,131$2.17M0.66%-17213F-HRTimeline
Centurion Wealth Management LLC22,927$2.15M0.62%-15113F-HRTimeline
Avior Wealth Management, LLC22,685$2.13M0.07%+2,66013F-HRTimeline
Roof Eidam Maycock Peralta, LLC22,460$2.11M0.52%013F-HRTimeline
Arcus Capital Partners, LLC21,911$2.06M0.89%+89913F-HRTimeline
Astoria Portfolio Advisors LLC.21,830$2.05M0.58%+78313F-HRTimeline
Tanglewood Legacy Advisors, LLC21,827$2.05M0.84%-4,55013F-HRTimeline
PFG Investments, LLC21,787$2.05M0.12%+71013F-HRTimeline
Friedenthal Financial21,691$2.04M1.12%-27713F-HRTimeline
Tranquilli Financial Advisor LLC21,640$2.03M1.26%+6,00513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC21,560$2.02M0.19%-20313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21,556$2.02M0.05%+30513F-HRTimeline
SCOTIA CAPITAL INC.21,504$2.02M0.01%+1,41213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC21,084$1.98M0.04%+61813F-HRTimeline
Bernardo Wealth Planning LLC21,068$1.98M0.43%-3113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC20,905$1.96M0.25%+813F-HRTimeline
Symphony Financial Services, Inc.20,864$1.96M1.17%+1,46713F-HRTimeline
Fort Point Capital Partners LLC20,805$1.95M0.2%-14913F-HRTimeline
Shepherd Financial Partners LLC20,790$1.95M0.21%-3,09113F-HRTimeline
Forum Private Client Group LLC20,649$1.94M0.75%-1,12713F-HRTimeline
Ellis Investment Partners, LLC20,433$1.92M0.37%-1,14813F-HRTimeline
CW Advisors, LLC20,408$1.92M0.02%+10,88513F-HRTimeline
Almanack Investment Partners, LLC.20,319$1.91M0.3%+12413F-HRTimeline
PCA Investment Advisory Services Inc.20,318$1.91M0.8%-46713F-HRTimeline
CoreCap Advisors, LLC20,057$1.88M0.08%+65213F-HRTimeline
COWA, LLC20,003$1.88M0.72%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC19,865$1.86M1.33%+1,80713F-HRTimeline
Advisory Alpha, LLC19,761$1.86M0.06%+2,09413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,611$1.84M<0.01%+3,22013F-HRTimelineGroup
5T Wealth, LLC19,494$1.83M0.93%-13213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…19,449$1.83M0.03%-83113F-HRTimelineGroup
Black Diamond Financial, LLC19,435$1.82M0.28%+5313F-HRTimeline
Manchester Capital Management LLC19,400$1.82M0.24%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding19,392$1.82M+96Timeline
Baring Financial LLC19,364$1.82M1.36%-1,15113F-HRTimeline
GFG Capital, LLC19,313$1.81M0.54%-3413F-HRTimeline
Ascent Wealth Partners, LLC19,269$1.81M0.22%-39813F-HRTimeline
Cubist Systematic Strategies, LLC19,154$1.8M0.02%new13F-HRTimeline
Welch & Forbes LLC19,116$1.79M0.02%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT18,994$1.78M0.12%-1,11313F-HRTimeline
Fortis Group Advisors, LLC19,213$1.78M0.32%-87013F-HRTimeline
SMITH, MOORE & CO.18,906$1.77M0.15%-1,64413F-HRTimeline
M Holdings Securities, Inc.19,023$1.77M0.3%new13F-HRTimeline
Retirement Planning Group, LLC18,860$1.77M0.08%-34313F-HRTimeline
BCGM Wealth Management, LLC18,815$1.77M0.5%+4813F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,790$1.76M0.33%+10213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,543$1.74M0.02%+7,29513F-HRTimelineGroup
SHUFRO ROSE & CO LLC18,467$1.73M0.14%-11713F-HRTimeline
SAPIENT CAPITAL LLC18,422$1.73M0.03%013F-HRTimeline
Integrated Advisors Network LLC18,353$1.72M0.08%+1,57913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV18,320$1.72M0.62%-1,69213F-HRTimeline
Milestones Private Investment Advisors …18,194$1.71M1.26%13F-HRTimeline
Sage Mountain Advisors LLC18,047$1.69M0.11%013F-HRTimeline
Ergawealth Advisors, Inc.17,916$1.68M0.76%-10913F-HRTimeline
PFG Advisors17,892$1.68M0.08%-23813F-HRTimeline
Safeguard Investment Advisory Group, LLC17,795$1.67M0.42%-1,43513F-HRTimeline
SWEENEY & MICHEL, LLC17,933$1.66M0.59%-14913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding17,640$1.66M-200Timeline
Intellectus Partners, LLC17,471$1.64M0.35%+3413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,460$1.64M<0.01%+33313F-HRTimelineGroup
PRIVATE TRUST CO NA17,427$1.64M0.16%-2,83413F-HRTimeline
Sachetta, LLC17,359$1.63M0.64%-15513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC17,259$1.62M0.05%+9,46013F-HR/ATimeline
Aspire Growth Partners LLC17,220$1.62M1.32%+5813F-HRTimeline
CFS Investment Advisory Services, LLC17,099$1.6M0.13%-68513F-HRTimeline
ROMAN BUTLER FULLERTON & CO17,003$1.6M0.47%-4013F-HRTimeline
NWF Advisory Services Inc.17,065$1.6M0.19%-17713F-HRTimeline
Kaydan Wealth Management, Inc.16,982$1.59M0.52%-13613F-HRTimeline
NewEdge Wealth, LLC17,143$1.59M0.02%-2,25613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,833$1.58M0.04%-5,75013F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV17,047$1.58M0.74%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC16,786$1.58M<0.01%+3,08513F-HRTimelineGroup
Creekside Partners16,633$1.56M0.74%+1213F-HRTimeline
FLOW TRADERS U.S. LLC16,447$1.54M0.06%-14,90513F-HRTimeline
Wescott Financial Advisory Group, LLC16,356$1.54M0.15%-14113F-HRTimeline
Cypress Wealth Services, LLC16,168$1.52M0.27%-45613F-HRTimeline
CCG WEALTH MANAGEMENT, LLC16,047$1.51M0.79%013F-HRTimeline
Centric Wealth Management16,192$1.5M0.36%+4013F-HRTimeline
Center For Asset Management LLC16,938$1.5M0.93%+4,14813F-HRTimeline
Comprehensive Financial Consultants Ins…15,997$1.5M0.49%-72913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,979$1.5M<0.01%-97113F-HRTimelineGroup
DOHJ, LLC16,437$1.49M0.43%-23113F-HRTimeline
Granite FO LLC15,822$1.49M0.84%-4,38813F-HRTimeline
Brueske Advisory Services, LLC15,681$1.47M1%-60013F-HRTimeline
BXM Wealth LLC15,674$1.47M1.75%-35013F-HRTimeline
LANARK FINANCIAL, INC.15,358$1.44M0.12%013F-HRTimeline
Compound Planning, Inc.15,297$1.44M0.05%-69513F-HRTimeline
Smartleaf Asset Management LLC15,427$1.43M0.13%+4,51513F-HRTimeline
Southland Equity Partners LLC15,266$1.43M0.31%-5913F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC15,213$1.43M0.66%+9,42013F-HRTimeline
HB Wealth Management, LLC15,170$1.42M0.01%-4,77013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,132$1.42M0.11%+11013F-HRTimeline
Gotham Asset Management, LLC15,087$1.42M0.01%new13F-HRTimeline
Claro Advisors Inc.14,978$1.41M0.23%+45013F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,887$1.4M0.12%+213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,798$1.39M0.1%-1,47513F-HRTimeline
BRIGHTON JONES LLC14,783$1.39M0.04%+1,40913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.14,762$1.39M0.63%-4,51613F-HRTimeline
Jaffetilchin Investment Partners, LLC14,721$1.38M0.09%+3613F-HRTimeline
Inscription Capital, LLC14,691$1.38M0.2%+91513F-HRTimeline
IRON Financial LLC14,681$1.38M0.73%-6,16313F-HRTimeline
Keystone Wealth Services, LLC14,680$1.38M0.33%-6713F-HRTimeline
MCDONALD PARTNERS LLC14,625$1.37M0.33%013F-HRTimeline
Tranquility Partners, LLC14,591$1.37M0.49%+46313F-HRTimeline
Signal Advisors Wealth, LLC14,577$1.37M0.11%+66513F-HRTimeline
NorthRock Partners, LLC14,536$1.36M0.04%-1,43213F-HR/ATimeline
Verdence Capital Advisors LLC14,529$1.36M0.09%-92913F-HRTimeline
Jacobi Capital Management LLC14,435$1.36M0.09%+6313F-HRTimeline
Ridgewood Investments LLC14,326$1.34M0.58%+713F-HRTimeline
SYNTAX RESEARCH, INC.14,309$1.34M0.95%+7,69713F-HRTimeline
New Insight Wealth Advisors14,213$1.33M0.55%-10713F-HRTimeline
Provident Wealth Management, LLC14,211$1.33M0.44%-2113F-HRTimeline
Retireful, LLC14,199$1.33M0.92%+3,26913F-HRTimeline
Nova R Wealth, Inc.14,169$1.33M0.62%-12313F-HRTimeline
Bravias Capital Group, LLC14,161$1.33M0.98%+1,54913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD14,099$1.32M<0.01%+13,80213F-HRTimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC14,061$1.32M0.31%+1,67313F-HRTimeline
Goldstone Financial Group, LLC14,016$1.32M0.17%-26913F-HRTimeline
Capital Market Strategies LLC14,011$1.32M0.91%-3,65613F-HRTimeline
Perennial Investment Advisors, LLC14,004$1.31M0.13%+5013F-HRTimeline
GRIES FINANCIAL LLC13,973$1.31M0.24%-3,43013F-HRTimeline
Ausdal Financial Partners, Inc.13,892$1.3M0.09%+1,01013F-HRTimeline
Elevate Capital Advisors, LLC13,889$1.3M1.04%new13F-HRTimeline
Cherry Tree Wealth Management, LLC13,783$1.29M0.3%-3313F-HRTimeline
Concentrum Wealth Management13,719$1.29M0.4%-71113F-HRTimeline
ShoreHaven Wealth Partners, LLC13,461$1.26M0.52%-613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,395$1.26M0.17%+69513F-HRTimeline
Advisor Resource Council13,324$1.25M0.61%-5,66413F-HRTimeline
YARGER WEALTH STRATEGIES, LLC13,199$1.24M0.65%+4313F-HRTimeline
Physician Wealth Advisors, Inc.13,193$1.24M0.19%-1,30113F-HRTimeline
Atlas Legacy Advisors, LLC13,153$1.23M0.27%-23813F-HRTimeline
Kathmere Capital Management, LLC13,067$1.23M0.09%+42413F-HRTimeline
Wealth Management Associates, Inc.13,002$1.22M0.48%+61913F-HRTimeline
Mattern Wealth Management LLC12,885$1.21M0.25%+25013F-HRTimeline
JMG Financial Group, Ltd.12,847$1.21M0.04%013F-HRTimeline
CENTAURUS FINANCIAL, INC.12,821$1.2M0.07%+1,49913F-HRTimeline
Maia Wealth LLC12,790$1.2M0.23%-72213F-HRTimeline
New Century Financial Group, LLC12,772$1.2M1.41%+10,05213F-HRTimeline
West Wealth Group, LLC12,862$1.2M0.3%+1,08113F-HRTimeline
Moors & Cabot, Inc.12,658$1.19M0.06%+83913F-HRTimeline
EWA, LLC12,658$1.19M0.37%-1,53313F-HRTimeline
Destiny Wealth Partners, LLC12,402$1.16M0.16%-27313F-HRTimeline
Summit X, LLC12,243$1.15M0.21%-58213F-HRTimeline
CFO4Life Group, LLC12,209$1.15M0.18%+713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA12,169$1.14M<0.01%+46113F-HRTimelineGroup
Grandview Asset Management LLC12,124$1.14M0.36%+9,86513F-HRTimeline
VERITY Wealth Advisors12,118$1.14M0.76%+10713F-HRTimeline
Stark Wealth Management LLC12,200$1.13M1.62%new13F-HRTimeline
Sovran Advisors, LLC12,118$1.13M0.12%+5,06213F-HRTimeline
PKS Advisory Services, LLC10,165$1.12M0.29%-1,28713F-HRTimeline
Chicago Partners Investment Group LLC11,878$1.12M0.03%+19213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,807$1.11M0.08%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding11,748$1.1M+3,589Timeline
INTEGRITY ALLIANCE, LLC.11,733$1.1M0.06%-11,55313F-HRTimeline
Goldstein Advisors, LLC11,691$1.1M0.15%+66313F-HRTimeline
K2 Financial Inc.11,796$1.09M0.96%-3113F-HRTimeline
Apeiron RIA LLC11,472$1.08M0.28%+97613F-HRTimeline
PMG Wealth Management, Inc.11,458$1.08M0.89%-14413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION11,452$1.07M0.09%-39113F-HRTimeline
Strait & Sound Wealth Management LLC11,418$1.07M0.46%+1,09813F-HRTimeline
Guidance Point Advisors, LLC11,350$1.07M0.27%-8,84813F-HRTimeline
TTP Investments, Inc.11,344$1.06M0.35%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,326$1.06M<0.01%-40,66113F-HRTimelineGroup