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Disclosery

USMV ISHARES TR

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SHS (fund)

1,364 managers (1,379 13F filers) reported a position in USMV shares at 2025-12-31, 178,882,147 shares in all. 79 filers opened a position and 83 filers sold out during the quarter.

Managers
1,364
13F filers
1,379
New
79
Added
426
Reduced
540
Sold out
83
Shares held by filers
178,882,147

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Capital Analysts, LLCin group Capital Analysts, LLC25,388$2.39M0.07%-88713F-HR/ATimelineGroup
Detalus Advisors, LLC25,375$2.39M0.58%-67713F-HRTimeline
Composition Wealth, LLC25,206$2.37M0.03%-57813F-HRTimeline
WHITTIER TRUST CO25,011$2.36M0.03%013F-HRTimeline
MGB Wealth Management, LLC25,037$2.36M0.67%+2113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC25,047$2.36M1.56%+15,18413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/25,028$2.36M<0.01%+20413F-HRTimelineGroup
Hansen & Associates Financial Group, In…24,455$2.35M1.28%+2,50713F-HRTimeline
Macco Financial Group, Inc.24,686$2.32M2%13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO24,656$2.32M0.05%-12613F-HRTimeline
Santori & Peters, Inc.24,525$2.31M0.79%-49213F-HRTimeline
Mascoma Wealth Management LLC24,406$2.3M0.49%-92413F-HRTimeline
Summit Investment Advisory Services, LLC24,090$2.27M0.86%-59113F-HRTimeline
DIVERSIFIED TRUST CO24,006$2.26M0.04%+22113F-HRTimeline
TPG Advisors LLC23,974$2.26M1.4%+46413F-HRTimeline
Strategic Investment Advisors / MI23,682$2.23M0.19%+23,25413F-HRTimeline
SIGNATUREFD, LLC23,671$2.23M0.03%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC23,620$2.22M0.31%-80013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC23,532$2.22M2.23%+713F-HRTimeline
ACT Advisors, LLC.23,243$2.19M0.86%-45013F-HRTimeline
Hudson Oak Wealth Advisory LLC23,236$2.19M1.93%13F-HRTimeline
NewEdge Wealth, LLC23,050$2.17M0.02%+3213F-HRTimeline
Centurion Wealth Management LLC22,994$2.17M0.48%-3013F-HRTimeline
Strategic Family Wealth Counselors, L.L…23,051$2.16M0.48%-55613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC22,901$2.16M0.45%+1,85413F-HRTimeline
Keebeck Wealth Management22,827$2.15M0.25%-75113F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC22,789$2.15M0.75%+5,07713F-HRTimeline
HARBOUR INVESTMENTS, INC.22,744$2.14M0.04%+1,36013F-HRTimeline
XY Planning Network, Inc.22,742$2.14M0.37%+15,51613F-HRTimeline
Advisory Alpha, LLC22,704$2.14M0.06%+1,12513F-HRTimeline
Tranquilli Financial Advisor LLC22,641$2.13M1.24%-1613F-HRTimeline
Ballew Advisors, Inc22,368$2.11M1.19%-7813F-HRTimeline
Legacy Financial Advisors, Inc.22,320$2.1M0.29%-2,37313F-HRTimeline
180 WEALTH ADVISORS, LLC22,200$2.09M0.24%-63013F-HRTimeline
Hilltop Partners LLC21,745$2.05M0.53%-18313F-HRTimeline
Concentric Capital Strategies, LP21,525$2.03M0.1%new13F-HRTimeline
CHILTON INVESTMENT CO INC.21,500$2.02M0.04%013F-HRTimeline
PFG Investments, LLC21,424$2.02M0.1%-31013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding21,420$2.02M+2,061Timeline
Roof Eidam Maycock Peralta, LLC21,359$2.01M0.46%+1313F-HRTimeline
Selby Wealth Management, LLC21,253$2M0.81%13F-HRTimeline
Arcus Capital Partners, LLC21,206$2M0.72%-1213F-HRTimeline
Bernardo Wealth Planning LLC20,938$1.97M0.38%-17313F-HRTimeline
CoreCap Advisors, LLC20,864$1.96M0.07%+75313F-HRTimeline
Friedenthal Financial20,845$1.96M1.01%-77613F-HRTimeline
HighPoint Advisor Group LLC20,770$1.96M0.04%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC20,700$1.95M0.73%-58813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC20,602$1.94M0.41%-4,40313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC20,467$1.93M0.21%-44613F-HRTimeline
Robertson Stephens Wealth Management, L…20,424$1.92M0.05%-52113F-HRTimeline
Shepherd Financial Partners LLC20,390$1.92M0.18%-26413F-HRTimeline
Elevation Capital Advisory, LLC20,388$1.92M0.78%-59,25713F-HRTimeline
FORM Wealth Advisors, LLC20,253$1.91M0.22%13F-HRTimeline
Almanack Investment Partners, LLC.20,195$1.9M0.32%-12413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,137$1.9M0.06%-50713F-HRTimelineGroup
Thompson David Blair20,134$1.9M1.08%13F-HRTimeline
GC Wealth Management RIA, LLC20,118$1.89M0.07%-40013F-HRTimeline
INTEGRITY ALLIANCE, LLC.19,879$1.87M0.07%+8,30013F-HRTimeline
Forum Private Client Group LLC19,837$1.87M0.64%-45413F-HRTimeline
Braeburn Wealth Management LLC19,784$1.86M0.95%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…19,748$1.86M0.02%-2,69313F-HRTimelineGroup
SWEENEY & MICHEL, LLC19,314$1.85M0.55%+60513F-HRTimeline
Avior Wealth Management, LLC19,691$1.85M0.06%-28513F-HRTimeline
Ascent Wealth Partners, LLC19,646$1.85M0.21%+27813F-HRTimeline
HRT FINANCIAL LP19,623$1.85M0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC19,571$1.84M0.02%+18313F-HRTimelineGroup
PCA Investment Advisory Services Inc.19,543$1.84M0.64%-2,81413F-HRTimeline
Ellis Investment Partners, LLC19,487$1.83M0.32%-51813F-HRTimeline
COWA, LLC19,482$1.83M0.56%-53613F-HRTimeline
STRATEGY ASSET MANAGERS LLC19,348$1.82M0.3%+71113F-HRTimeline
Capital Asset Advisory Services LLC19,165$1.81M0.07%-55313F-HRTimeline
Welch & Forbes LLC19,116$1.8M0.02%013F-HRTimeline
SCOTIA CAPITAL INC.19,035$1.79M0.01%-3,36213F-HRTimeline
HB Wealth Management, LLC18,885$1.78M0.01%-1,40113F-HRTimeline
Summit Trail Advisors, LLC18,765$1.77M0.03%-4,45613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC18,763$1.77M1.21%-1,43313F-HRTimeline
NorthRock Partners, LLC18,693$1.76M0.03%+38613F-HRTimeline
Hoese & Co LLP18,685$1.76M1.25%-5,71013F-HRTimeline
GFG Capital, LLC18,563$1.75M0.62%-48513F-HRTimeline
Smart Money Group LLC18,430$1.74M0.51%+413F-HRTimeline
DecisionMap Wealth Management, LLC18,280$1.72M1.06%-6,82313F-HRTimeline
Caprock Group, LLC18,274$1.72M0.04%+1,71213F-HRTimeline
Intellectus Partners, LLC18,149$1.71M0.33%+64013F-HRTimeline
Black Diamond Financial, LLC18,029$1.7M0.18%-68713F-HRTimeline
Baring Financial LLC18,021$1.7M1.03%-13913F-HRTimeline
Retirement Planning Group, LLC17,963$1.69M0.06%-65813F-HRTimeline
Hershey Financial Advisers, LLC17,906$1.69M1.43%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT17,777$1.67M0.11%-51713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV17,713$1.67M0.59%-17313F-HRTimeline
5T Wealth, LLC17,177$1.62M0.65%-2,18913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC17,138$1.61M0.05%-3,57513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding17,089$1.61M-360Timeline
PRIVATE TRUST CO NA17,056$1.61M0.14%-18113F-HRTimeline
SAXON INTERESTS, INC.17,043$1.6M0.57%-61913F-HRTimeline
BCGM Wealth Management, LLC16,979$1.6M0.41%-1,87813F-HRTimeline
ROMAN BUTLER FULLERTON & CO16,857$1.6M0.42%-5213F-HRTimeline
Centric Wealth Management16,700$1.59M0.34%-4913F-HRTimeline
Smartleaf Asset Management LLC16,581$1.57M0.06%+1,61513F-HRTimeline
Creekside Partners16,659$1.57M0.66%+1413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC16,532$1.56M0.09%+2,10813F-HRTimeline
Aspire Growth Partners LLC16,423$1.55M1.08%-86113F-HRTimeline
Milestones Private Investment Advisors …16,382$1.54M1.06%-1,82013F-HRTimeline
SYNTAX RESEARCH, INC.16,234$1.53M0.94%+1,13113F-HRTimeline
Wescott Financial Advisory Group, LLC16,228$1.53M0.13%+6713F-HRTimeline
Wealth Enhancement Trust Services, Inc.16,140$1.52M0.19%13F-HRTimeline
New Insight Wealth Advisors16,057$1.51M0.54%+2,15713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC16,047$1.51M0.65%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.16,021$1.51M<0.01%-1,42013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,013$1.51M0.03%-60613F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd15,994$1.51M0.03%-7,03813F-HRTimeline
Integrated Advisors Network LLC15,993$1.51M0.07%-3,04913F-HRTimeline
Granite FO LLC15,822$1.49M0.79%013F-HRTimeline
Cynosure Group, LLC15,812$1.49M0.15%-26,61213F-HRTimeline
Comprehensive Financial Consultants Ins…15,802$1.49M0.45%-14713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,633$1.47M<0.01%+35013F-HRTimelineGroup
EWA, LLC15,632$1.47M0.36%+3,42613F-HRTimeline
Kaydan Wealth Management, Inc.15,597$1.47M0.43%-67513F-HRTimeline
Kathmere Capital Management, LLC15,552$1.46M0.1%+67513F-HRTimeline
CENTAURUS FINANCIAL, INC.15,549$1.46M0.07%+2,95213F-HRTimeline
West Wealth Group, LLC15,526$1.46M0.3%+83313F-HRTimeline
Claro Advisors Inc.15,497$1.46M0.2%+1,17213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,456$1.46M<0.01%+7013F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC15,304$1.44M0.37%-1,83913F-HRTimeline
LANARK FINANCIAL, INC.15,243$1.44M0.11%-22013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD15,181$1.43M0.01%+10,69613F-HRTimelineGroup
Southland Equity Partners LLC15,144$1.43M0.28%-10313F-HRTimeline
BXM Wealth LLC15,124$1.42M1.1%013F-HRTimeline
Fortis Group Advisors, LLC15,002$1.42M0.24%-3,66113F-HRTimeline
Tranquility Partners, LLC15,092$1.42M0.51%+34213F-HRTimeline
CFS Investment Advisory Services, LLC14,879$1.4M0.1%-64713F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC14,874$1.4M0.29%+81313F-HRTimeline
SHUFRO ROSE & CO LLC14,749$1.39M0.09%-3,71813F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding14,747$1.39M-6,516Timeline
Keystone Wealth Services, LLC14,746$1.39M0.29%-6813F-HRTimeline
PFG Advisors14,741$1.39M0.07%-2,58413F-HRTimeline
Jaffetilchin Investment Partners, LLC14,708$1.38M0.08%+713F-HRTimeline
Inscription Capital, LLC14,592$1.37M0.14%+513F-HRTimeline
Nova R Wealth, Inc.14,572$1.37M0.5%+37413F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.14,571$1.37M0.56%-9113F-HRTimeline
MCDONALD PARTNERS LLC14,500$1.37M0.43%-19013F-HRTimeline
Karras Company, Inc.14,454$1.36M1.33%13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.14,453$1.36M0.06%13F-HRTimelineGroup
IRON Financial LLC14,442$1.36M0.63%-3713F-HRTimeline
Keating Financial Advisory Services, In…14,372$1.35M0.18%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,368$1.35M0.11%-52213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,244$1.34M0.09%-88813F-HRTimeline
Verdence Capital Advisors LLC14,190$1.34M0.08%-11913F-HRTimeline
Atlas Legacy Advisors, LLC14,174$1.33M0.23%+1,12213F-HRTimeline
NWF Advisory Services Inc.14,122$1.33M0.15%-2,77313F-HRTimeline
Nest Investments, LLC14,105$1.33M1.11%13F-HRTimeline
Perennial Investment Advisors, LLC14,072$1.33M0.1%+21113F-HRTimeline
SAPIENT CAPITAL LLC13,995$1.32M0.02%013F-HRTimeline
Jacobi Capital Management LLC14,037$1.32M0.08%-13313F-HRTimeline
Provident Wealth Management, LLC13,919$1.31M0.39%-26713F-HRTimeline
Mosley Wealth Management13,694$1.31M0.6%13F-HRTimeline
Maia Wealth LLC13,426$1.28M0.22%+1,27313F-HRTimeline
KW WEALTH MANAGEMENT LLC13,553$1.28M1.94%+10913F-HRTimeline
ShoreHaven Wealth Partners, LLC13,544$1.28M0.46%+76013F-HRTimeline
WCG Wealth Advisors LLC13,429$1.26M0.04%new13F-HRTimeline
Insight Inv LLC13,425$1.26M0.71%+2,04513F-HRTimeline
Oakmont Advisory Group, LLC13,413$1.26M1.35%13F-HRTimeline
Goldstone Financial Group, LLC13,403$1.26M0.14%-8513F-HRTimeline
Wealth Management Associates, Inc.13,397$1.26M0.44%+25013F-HRTimeline
Cherry Tree Wealth Management, LLC13,373$1.26M0.27%-30213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC13,297$1.25M0.54%+5113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV13,056$1.25M0.48%-3,99113F-HRTimeline
Compound Planning, Inc.13,289$1.25M0.04%-1,16213F-HRTimeline
Concentrum Wealth Management13,287$1.25M0.35%-40813F-HRTimeline
SMITH, MOORE & CO.13,259$1.25M0.09%-1,04713F-HRTimeline
Physician Wealth Advisors, Inc.13,188$1.24M0.17%-19113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,057$1.23M<0.01%+9,14913F-HRTimelineGroup
JMG Financial Group, Ltd.12,847$1.21M0.03%013F-HRTimeline
IEQ CAPITAL, LLC12,797$1.21M<0.01%+4,63513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,795$1.2M0.03%new13F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp12,688$1.2M1.63%+6,77413F-HR/ATimeline
Soltis Investment Advisors LLC12,582$1.18M0.08%+2,52313F-HR/ATimeline
Mattern Wealth Management LLC12,518$1.18M0.23%013F-HRTimeline
WT Wealth Management12,429$1.17M0.34%-31613F-HRTimeline
FLOW TRADERS U.S. LLC12,424$1.17M0.04%new13F-HRTimeline
Beta Wealth Group, Inc.12,304$1.16M0.47%-28513F-HRTimeline
Ergawealth Advisors, Inc.12,206$1.15M0.53%-2,43513F-HRTimeline
TBH Global Asset Management, LLC12,191$1.15M0.19%+60513F-HRTimeline
VERITY Wealth Advisors12,102$1.14M0.71%013F-HRTimeline
NorthCrest Asset Manangement, LLC12,114$1.14M0.03%+94713F-HRTimeline
Strait & Sound Wealth Management LLC12,034$1.13M0.42%-59213F-HRTimeline
K2 Financial Inc.11,940$1.13M0.87%+4713F-HRTimeline
Kovack Advisors, Inc.11,916$1.12M0.05%+4,11813F-HR/ATimeline
Moors & Cabot, Inc.11,821$1.11M0.05%-16113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,807$1.11M0.08%013F-HRTimeline
CFO4Life Group, LLC11,768$1.11M0.16%-45313F-HRTimeline
Bravias Capital Group, LLC11,731$1.1M0.67%-33113F-HRTimeline
Goldstein Advisors, LLC11,712$1.1M0.13%-1713F-HRTimeline
PMG Wealth Management, Inc.11,558$1.09M0.8%+10013F-HRTimeline
Atlas Private Wealth Advisors11,435$1.08M0.25%-9013F-HRTimeline
Princeton Global Asset Management LLC11,400$1.07M0.17%new13F-HRTimeline
Advisor Resource Council11,362$1.07M0.38%-60713F-HRTimeline
TTP Investments, Inc.11,344$1.07M0.35%013F-HRTimeline
Destiny Wealth Partners, LLC11,152$1.07M0.12%-1613F-HRTimeline
J.E. Simmons & Co., P.C.11,269$1.06M0.69%13F-HRTimeline
Snider Financial Group11,198$1.05M0.28%+80613F-HRTimeline