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Disclosery

USMV ISHARES TR

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SHS (fund)

1,293 managers (1,307 13F filers) reported a position in USMV shares at 2025-09-30, 179,751,376 shares in all. 76 filers opened a position and 68 filers sold out during the quarter.

Managers
1,293
13F filers
1,307
New
76
Added
408
Reduced
554
Sold out
68
Shares held by filers
179,751,376

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WHITTIER TRUST CO25,011$2.38M0.03%013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC25,005$2.38M0.39%-1,49613F-HRTimeline
MGB Wealth Management, LLC25,016$2.38M0.67%+813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,824$2.36M<0.01%+1,11013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO24,782$2.36M0.05%-15213F-HRTimeline
Legacy Financial Advisors, Inc.24,693$2.35M0.32%-3,17613F-HRTimeline
Summit Investment Advisory Services, LLC24,681$2.35M0.94%-29113F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC24,420$2.32M0.37%-25013F-HRTimeline
Hoese & Co LLP24,395$2.32M1.77%-2,07713F-HRTimeline
Maridea Wealth Management LLC24,262$2.3M0.36%-7,05613F-HRTimeline
DIVERSIFIED TRUST CO23,785$2.26M0.05%013F-HRTimeline
ACT Advisors, LLC.23,693$2.25M0.91%-1,20413F-HRTimeline
SIGNATUREFD, LLC23,671$2.25M0.04%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…23,607$2.25M0.58%-93813F-HRTimeline
Keebeck Wealth Management23,578$2.24M0.27%-2,25913F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC23,525$2.24M3.66%013F-HRTimeline
TPG Advisors LLC23,510$2.24M1.47%+12813F-HRTimeline
Financial Advocates Investment Manageme…21,568$2.22M1.25%-13,11213F-HRTimeline
Savvy Advisors, Inc.23,297$2.22M0.1%+15,42013F-HRTimeline
Summit Trail Advisors, LLC23,221$2.21M0.03%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,100$2.2M<0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd23,032$2.19M0.05%+16,36713F-HRTimeline
Centurion Wealth Management LLC23,024$2.19M0.5%+9713F-HRTimeline
180 WEALTH ADVISORS, LLC22,830$2.17M0.26%-85913F-HRTimeline
Tranquilli Financial Advisor LLC22,657$2.16M1.27%+1,01713F-HRTimeline
NewEdge Wealth, LLC23,018$2.14M0.03%+5,87513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…22,441$2.14M0.03%+2,99213F-HRTimelineGroup
Strategic Investment Advisors / MI428$2.13M0.25%-23,36713F-HR/ATimeline
SCOTIA CAPITAL INC.22,397$2.13M0.01%+89313F-HRTimeline
PCA Investment Advisory Services Inc.22,357$2.13M0.79%+2,03913F-HRTimeline
Ballew Advisors, Inc22,446$2.13M1.19%-2,50913F-HRTimeline
Hilltop Partners LLC21,928$2.09M0.62%-1,20313F-HRTimeline
PFG Investments, LLC21,734$2.07M0.11%-5313F-HRTimeline
Friedenthal Financial21,621$2.06M1.06%-7013F-HRTimeline
Advisory Alpha, LLC21,579$2.05M0.06%+1,81813F-HRTimeline
CHILTON INVESTMENT CO INC.21,500$2.05M0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.21,384$2.03M0.05%-17213F-HRTimeline
Roof Eidam Maycock Peralta, LLC21,346$2.03M0.49%-1,11413F-HRTimeline
Tanglewood Legacy Advisors, LLC21,288$2.03M0.78%-53913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC21,263$2.02M0.17%-29713F-HRTimelineGroup
Arcus Capital Partners, LLC21,218$2.02M0.88%-69313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC21,175$2.01M0.04%+9113F-HRTimeline
Bernardo Wealth Planning LLC21,111$2.01M0.39%+4313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC21,047$2M0.52%-47,67613F-HRTimeline
Robertson Stephens Wealth Management, L…20,945$1.99M0.06%-41,85613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC20,913$1.98M0.23%+813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC20,713$1.97M0.06%+3,45413F-HRTimeline
Shepherd Financial Partners LLC20,654$1.97M0.19%-13613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,644$1.96M0.07%-34,95013F-HRTimelineGroup
GC Wealth Management RIA, LLC20,518$1.95M0.06%+15,98013F-HRTimeline
Almanack Investment Partners, LLC.20,319$1.93M0.3%013F-HRTimeline
Forum Private Client Group LLC20,291$1.93M0.69%-35813F-HRTimeline
HB Wealth Management, LLC20,286$1.93M0.01%+5,11613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC20,196$1.92M1.4%+33113F-HRTimeline
CoreCap Advisors, LLC20,111$1.91M0.07%+5413F-HRTimeline
COWA, LLC20,018$1.9M0.63%+1513F-HRTimeline
Ellis Investment Partners, LLC20,005$1.9M0.34%-42813F-HRTimeline
Avior Wealth Management, LLC19,976$1.9M0.06%-2,70913F-HRTimeline
Capital Asset Advisory Services LLC19,718$1.88M0.08%-29,02713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,718$1.88M0.04%-29,02713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC19,388$1.85M0.02%+84513F-HRTimelineGroup
Ascent Wealth Partners, LLC19,368$1.84M0.21%+9913F-HRTimeline
5T Wealth, LLC19,366$1.84M0.8%-12813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding19,359$1.84M-33Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …19,310$1.84M0.03%-21,85113F-HRTimelineGroup
Welch & Forbes LLC19,116$1.82M0.02%013F-HRTimeline
GFG Capital, LLC19,048$1.81M0.63%-26513F-HRTimeline
Integrated Advisors Network LLC19,042$1.81M0.08%+68913F-HRTimeline
BCGM Wealth Management, LLC18,857$1.79M0.47%+4213F-HRTimeline
Black Diamond Financial, LLC18,716$1.78M0.2%-71913F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,637$1.77M0.32%-15313F-HRTimeline
Retirement Planning Group, LLC18,621$1.77M0.06%-23913F-HRTimeline
SWEENEY & MICHEL, LLC18,709$1.76M0.59%+77613F-HRTimeline
Smart Money Group LLC18,426$1.75M0.52%+9,95213F-HRTimeline
NorthRock Partners, LLC18,307$1.74M0.03%+3,77113F-HRTimeline
Fortis Group Advisors, LLC18,663$1.74M0.3%-55013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT18,294$1.74M0.11%-70013F-HRTimeline
Milestones Private Investment Advisors …18,202$1.73M1.18%+813F-HRTimeline
SHUFRO ROSE & CO LLC18,467$1.73M0.14%013F-HRTimeline
Baring Financial LLC18,160$1.73M1.18%-1,20413F-HRTimeline
Sage Mountain Advisors LLC18,047$1.72M0.1%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV17,886$1.7M0.61%-43413F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC17,712$1.69M0.67%+2,49913F-HRTimeline
Intellectus Partners, LLC17,509$1.67M0.32%+3813F-HRTimeline
SAXON INTERESTS, INC.17,662$1.66M0.65%-19,97913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding17,449$1.66M-191Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,441$1.66M<0.01%-1913F-HRTimelineGroup
Sachetta, LLC17,360$1.65M0.61%+113F-HRTimeline
PFG Advisors17,325$1.65M0.07%-56713F-HRTimeline
Aspire Growth Partners LLC17,284$1.64M1.2%+6413F-HRTimeline
PRIVATE TRUST CO NA17,237$1.64M0.14%-19013F-HRTimeline
Safeguard Investment Advisory Group, LLC17,143$1.63M0.4%-65213F-HRTimeline
NWF Advisory Services Inc.16,895$1.61M0.18%-17013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV17,047$1.6M0.7%013F-HRTimeline
Creekside Partners16,645$1.58M0.7%+1213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,619$1.58M0.03%-21413F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO16,909$1.57M0.42%-9413F-HRTimeline
Caprock Group, LLC16,562$1.56M0.04%13F-HRTimeline
Centric Wealth Management16,749$1.56M0.35%+55713F-HRTimeline
Kaydan Wealth Management, Inc.16,272$1.55M0.44%-71013F-HRTimeline
Wescott Financial Advisory Group, LLC16,161$1.54M0.14%-19513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC16,047$1.53M0.72%013F-HRTimeline
Cypress Wealth Services, LLC16,003$1.52M0.25%-16513F-HRTimeline
Comprehensive Financial Consultants Ins…15,949$1.52M0.47%-4813F-HRTimeline
Houlihan Financial Resource Group, Ltd.15,940$1.52M1.33%-23,04013F-HRTimeline
Granite FO LLC15,822$1.51M0.82%013F-HRTimeline
Ausdal Financial Partners, Inc.15,554$1.48M0.07%+1,66213F-HRTimeline
LANARK FINANCIAL, INC.15,463$1.47M0.11%+10513F-HRTimeline
CFS Investment Advisory Services, LLC15,526$1.47M0.11%-1,57313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,386$1.46M<0.01%-4,22513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC15,283$1.45M<0.01%-69613F-HRTimelineGroup
Southland Equity Partners LLC15,247$1.45M0.29%-1913F-HRTimeline
BXM Wealth LLC15,124$1.44M1.36%-55013F-HRTimeline
SYNTAX RESEARCH, INC.15,103$1.44M0.92%+79413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,132$1.43M0.11%013F-HRTimeline
Brueske Advisory Services, LLC14,942$1.42M0.78%-73913F-HRTimeline
Smartleaf Asset Management LLC14,966$1.42M0.09%-46113F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,890$1.42M0.11%+313F-HRTimeline
Kathmere Capital Management, LLC14,877$1.42M0.1%+1,81013F-HRTimeline
Keystone Wealth Services, LLC14,814$1.41M0.31%+13413F-HRTimeline
Tranquility Partners, LLC14,750$1.4M0.47%+15913F-HRTimeline
Jaffetilchin Investment Partners, LLC14,701$1.4M0.08%-2013F-HRTimeline
MCDONALD PARTNERS LLC14,690$1.4M0.42%+6513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.14,662$1.39M0.6%-10013F-HRTimeline
BRIGHTON JONES LLC14,657$1.39M0.03%-12613F-HRTimeline
Ergawealth Advisors, Inc.14,641$1.39M0.65%-3,27513F-HRTimeline
Inscription Capital, LLC14,587$1.39M0.15%-10413F-HRTimeline
West Wealth Group, LLC14,693$1.38M0.31%+1,83113F-HRTimeline
IRON Financial LLC14,479$1.38M0.66%-20213F-HRTimeline
Compound Planning, Inc.14,451$1.37M0.04%-84613F-HRTimeline
Chicago Partners Investment Group LLC14,581$1.37M0.04%+2,70313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,424$1.37M0.08%-37413F-HRTimeline
Claro Advisors Inc.14,325$1.36M0.2%-65313F-HRTimeline
SMITH, MOORE & CO.14,306$1.36M0.1%-4,60013F-HRTimeline
Verdence Capital Advisors LLC14,309$1.36M0.08%-22013F-HRTimeline
Nova R Wealth, Inc.14,198$1.35M0.57%+2913F-HRTimeline
Provident Wealth Management, LLC14,186$1.35M0.41%-2513F-HRTimeline
Jacobi Capital Management LLC14,170$1.35M0.08%-26513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC14,061$1.34M0.29%013F-HRTimeline
SAPIENT CAPITAL LLC13,995$1.33M0.02%-4,42713F-HRTimeline
New Insight Wealth Advisors13,900$1.32M0.5%-31313F-HRTimeline
Perennial Investment Advisors, LLC13,861$1.32M0.11%-14313F-HRTimeline
GRIES FINANCIAL LLC13,819$1.31M0.21%-15413F-HRTimeline
Concentrum Wealth Management13,695$1.3M0.38%-2413F-HRTimeline
Cherry Tree Wealth Management, LLC13,675$1.3M0.29%-10813F-HRTimeline
Goldstone Financial Group, LLC13,488$1.28M0.15%-52813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,479$1.28M0.15%+8413F-HRTimeline
KW WEALTH MANAGEMENT LLC13,444$1.28M2.18%13F-HRTimeline
Physician Wealth Advisors, Inc.13,379$1.27M0.18%+18613F-HRTimeline
Retireful, LLC13,250$1.26M1.22%-94913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC13,246$1.26M0.58%+4713F-HRTimeline
Wealth Management Associates, Inc.13,147$1.25M0.44%+14513F-HRTimeline
Atlas Legacy Advisors, LLC13,052$1.24M0.24%-10113F-HRTimeline
JMG Financial Group, Ltd.12,847$1.22M0.03%013F-HRTimeline
ShoreHaven Wealth Partners, LLC12,784$1.22M0.45%-67713F-HRTimeline
WT Wealth Management12,745$1.21M0.35%-12,39713F-HRTimeline
Strait & Sound Wealth Management LLC12,626$1.2M0.46%+1,20813F-HRTimeline
CENTAURUS FINANCIAL, INC.12,597$1.2M0.06%-22413F-HRTimeline
Beta Wealth Group, Inc.12,589$1.2M0.47%new13F-HRTimeline
Mattern Wealth Management LLC12,518$1.19M0.24%-36713F-HRTimeline
Empire Life Investments Inc.12,400$1.18M0.07%+6,60013F-HRTimeline
J HAGAN CAPITAL, INC.12,302$1.17M0.71%+1,43013F-HRTimeline
CFO4Life Group, LLC12,221$1.16M0.17%+1213F-HRTimeline
EWA, LLC12,206$1.16M0.32%-45213F-HRTimeline
Intrua Financial, LLC12,182$1.16M0.14%new13F-HRTimeline
VERITY Wealth Advisors12,102$1.15M0.73%-1613F-HRTimeline
Bravias Capital Group, LLC12,062$1.15M0.77%-2,09913F-HRTimeline
Moors & Cabot, Inc.11,982$1.14M0.05%-67613F-HRTimeline
Advisor Resource Council11,969$1.14M1.54%-1,35513F-HRTimeline
Maia Wealth LLC12,153$1.13M0.19%-63713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,807$1.12M0.08%013F-HRTimeline
K2 Financial Inc.11,893$1.12M0.9%+9713F-HRTimeline
Goldstein Advisors, LLC11,729$1.12M0.14%+3813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,705$1.11M<0.01%-5,08113F-HRTimelineGroup
TBH Global Asset Management, LLC11,586$1.1M0.22%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,579$1.1M0.05%-15413F-HRTimeline
Atlas Private Wealth Advisors11,525$1.1M0.27%-12,56013F-HRTimeline
Ridgewood Investments LLC11,469$1.09M0.46%-2,85713F-HRTimeline
PMG Wealth Management, Inc.11,458$1.09M0.83%013F-HRTimeline
Insight Inv LLC11,380$1.08M0.64%new13F-HRTimeline
TTP Investments, Inc.11,344$1.08M0.31%013F-HRTimeline
Apeiron RIA LLC11,371$1.08M0.24%-10113F-HRTimeline
NorthCrest Asset Manangement, LLC11,167$1.06M0.03%+1,02013F-HRTimeline
Center For Asset Management LLC11,172$1.06M0.57%-5,76613F-HRTimeline
Destiny Wealth Partners, LLC11,168$1.06M0.13%-1,23413F-HRTimeline
Oregon Pacific Wealth Management, LLC11,019$1.05M0.91%new13F-HRTimeline
Guidance Point Advisors, LLC10,919$1.04M0.25%-43113F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,812$1.03M0.11%013F-HRTimeline
Certus Wealth Management, LLC10,806$1.03M0.62%-49713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC10,782$1.03M0.39%013F-HRTimeline
Great Diamond Partners, LLC10,777$1.03M0.2%-36613F-HRTimeline
Signal Advisors Wealth, LLC10,713$1.02M0.09%-3,86413F-HRTimeline
Fort Point Capital Partners LLC10,699$1.02M0.13%-10,10613F-HRTimeline
Lincoln Capital LLC10,650$1.01M0.19%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,633$1.01M0.07%+22513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,632$1.01M0.04%+1,29813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,618$1.01M0.14%-1913F-HRTimeline
TRUST POINT INC.10,571$1.01M0.08%013F-HRTimeline
AAF Wealth Management, LLC10,521$1M0.45%-169,60313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION10,396$989K0.08%-1,05613F-HRTimeline