Skip to content
Disclosery

USMV ISHARES TR

Follow

SHS (fund)

1,354 managers (1,371 13F filers) reported a position in USMV shares at 2026-03-31, 172,870,802 shares in all. 92 filers opened a position and 93 filers sold out during the quarter.

Managers
1,354
13F filers
1,371
New
92
Added
417
Reduced
576
Sold out
93
Shares held by filers
172,870,802

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Symphony Financial Services, Inc.24,765$2.3M1.18%-80613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC24,734$2.29M0.03%new13F-HRTimelineGroup
Santori & Peters, Inc.24,539$2.28M0.71%+1413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,329$2.26M<0.01%-69913F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC24,019$2.23M0.22%-3,45913F-HRTimeline
SIGNATUREFD, LLC23,883$2.21M0.03%+21213F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC23,539$2.18M2.18%+713F-HRTimeline
Summit Investment Advisory Services, LLC23,437$2.17M0.81%-65313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD23,400$2.17M0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC23,342$2.16M0.24%-5,31213F-HRTimeline
ACT Advisors, LLC.23,055$2.14M0.91%-18813F-HRTimeline
Centurion Wealth Management LLC23,041$2.14M0.48%+4713F-HRTimeline
Advisory Alpha, LLC23,024$2.14M0.06%+32013F-HRTimeline
Strategic Family Wealth Counselors, L.L…22,788$2.11M0.56%-26313F-HRTimeline
TPG Advisors LLC22,743$2.11M1.31%-1,23113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC22,610$2.1M0.28%-1,01013F-HRTimeline
DIVERSIFIED TRUST CO22,334$2.07M0.04%-1,67213F-HRTimeline
Kovack Advisors, Inc.22,228$2.06M0.11%+10,31213F-HRTimeline
XY Planning Network, Inc.22,006$2.04M0.33%-73613F-HRTimeline
180 WEALTH ADVISORS, LLC21,950$2.04M0.23%-25013F-HRTimeline
Pallas Capital Advisors LLC21,900$2.03M0.08%-10,09013F-HRTimeline
Family Manage LLC21,694$2.01M0.24%-44,63213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC21,669$2.01M0.4%-1,23213F-HRTimeline
CoreCap Advisors, LLC21,661$2.01M0.07%+79713F-HRTimeline
NWAM LLC21,524$2M0.11%-4,21813F-HRTimeline
CHILTON INVESTMENT CO INC.21,500$1.99M0.05%013F-HRTimeline
Hilltop Partners LLC21,439$1.99M0.51%-30613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC21,282$1.97M0.04%-64,69613F-HRTimeline
Tranquilli Financial Advisor LLC21,262$1.97M1.15%-1,37913F-HRTimeline
Friedenthal Financial21,249$1.97M0.99%+40413F-HRTimeline
Keebeck Wealth Management20,901$1.94M0.22%-1,92613F-HRTimeline
HB Wealth Management, LLC20,867$1.94M0.01%+1,98213F-HRTimeline
Roof Eidam Maycock Peralta, LLC20,822$1.93M0.44%-53713F-HRTimeline
Arcus Capital Partners, LLC20,665$1.92M0.69%-54113F-HRTimeline
SWEENEY & MICHEL, LLC20,332$1.9M0.56%+1,01813F-HRTimeline
Avior Wealth Management, LLC20,400$1.89M0.05%+70913F-HRTimeline
Tanglewood Legacy Advisors, LLC20,391$1.89M0.68%-30913F-HRTimeline
Shepherd Financial Partners LLC20,344$1.89M0.18%-4613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO20,228$1.88M0.04%-4,42813F-HRTimeline
Almanack Investment Partners, LLC.20,222$1.88M0.32%+2713F-HRTimeline
Selby Wealth Management, LLC20,193$1.87M0.74%-1,06013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,128$1.87M0.06%-913F-HRTimelineGroup
GC Wealth Management RIA, LLC20,118$1.87M0.08%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC19,668$1.82M0.3%+32013F-HRTimeline
Forthright Family Wealth Advisory LLC21,798$1.82M1.22%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…19,616$1.82M0.02%-13213F-HRTimelineGroup
Braeburn Wealth Management LLC19,485$1.81M1.03%-29913F-HRTimeline
Insight Wealth Strategies, LLC19,475$1.81M0.2%-110,15113F-HRTimeline
Saxony Capital Management, LLC19,365$1.8M1.04%new13F-HRTimeline
Bernardo Wealth Planning LLC19,286$1.79M0.35%-1,65213F-HRTimeline
HighPoint Advisor Group LLC19,249$1.79M0.07%-1,52113F-HRTimeline
Robertson Stephens Wealth Management, L…19,173$1.78M0.05%-1,25113F-HRTimeline
Welch & Forbes LLC19,116$1.77M0.02%013F-HRTimeline
COWA, LLC19,075$1.77M0.48%-40713F-HRTimeline
Lexington Hill Partners, LLC18,989$1.76M1%-15,83113F-HRTimeline
INTEGRITY ALLIANCE, LLC.18,897$1.75M0.07%-98213F-HRTimeline
Baring Financial LLC18,873$1.75M1.07%+85213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP18,767$1.74M<0.01%+3,31113F-HRTimelineGroup
Black Diamond Financial, LLC18,447$1.71M0.19%+41813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,440$1.71M0.02%-1,13113F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC18,381$1.7M1.08%-38213F-HRTimeline
Forum Private Client Group LLC18,359$1.7M0.57%-1,47813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments18,328$1.7M0.1%new13F-HRTimelineGroup
Intellectus Partners, LLC18,133$1.68M0.34%-1613F-HRTimeline
Thompson David Blair18,050$1.67M0.96%-2,08413F-HRTimeline
Caprock Group, LLC17,963$1.67M0.04%-31113F-HRTimeline
Retirement Planning Group, LLC17,925$1.66M0.05%-3813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV17,721$1.64M0.59%+813F-HRTimeline
Hoese & Co LLP17,681$1.64M1.22%-1,00413F-HRTimeline
Petix & Botte Co17,655$1.64M0.36%-19,29713F-HRTimeline
PRIVATE TRUST CO NA17,615$1.63M0.15%+55913F-HRTimeline
Smartleaf Asset Management LLC17,804$1.63M0.06%+1,22313F-HRTimeline
Insight Inv LLC17,511$1.62M0.89%+4,08613F-HRTimeline
PCA Investment Advisory Services Inc.17,456$1.62M0.54%-2,08713F-HRTimeline
Capital Asset Advisory Services LLC16,999$1.61M0.06%-2,16613F-HRTimeline
Smart Money Group LLC17,365$1.61M0.47%-1,06513F-HRTimeline
Composition Wealth, LLC17,178$1.59M0.02%-8,02813F-HRTimeline
ROMAN BUTLER FULLERTON & CO16,926$1.59M0.44%+6913F-HRTimeline
Addison Capital Co17,147$1.59M0.28%new13F-HRTimeline
Ballew Advisors, Inc16,930$1.59M0.9%-5,43813F-HRTimeline
Summit Trail Advisors, LLC17,074$1.58M0.02%-1,69113F-HRTimeline
SCOTIA CAPITAL INC.17,066$1.58M0.01%-1,96913F-HRTimeline
Kathmere Capital Management, LLC17,014$1.58M0.1%+1,46213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC16,996$1.58M0.04%-8,88013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC16,960$1.57M0.16%-3,50713F-HRTimeline
CENTAURUS FINANCIAL, INC.16,867$1.56M0.07%+1,31813F-HRTimeline
Centric Wealth Management16,500$1.56M0.31%-20013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC16,683$1.55M0.05%-45513F-HR/ATimeline
Creekside Partners16,672$1.55M0.64%+1313F-HRTimeline
Ellis Investment Partners, LLC16,642$1.54M0.27%-2,84513F-HRTimeline
West Wealth Group, LLC16,592$1.54M0.3%+1,06613F-HRTimeline
5T Wealth, LLC16,475$1.53M0.6%-70213F-HRTimeline
Aspire Growth Partners LLC16,371$1.52M1.04%-5213F-HRTimeline
Nest Investments, LLC16,341$1.52M1.23%+2,23613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.16,098$1.49M<0.01%13F-HRTimelineGroup
SAXON INTERESTS, INC.16,013$1.49M0.51%-1,03013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC15,984$1.48M0.4%-6313F-HRTimeline
Wescott Financial Advisory Group, LLC15,857$1.47M0.13%-37113F-HRTimeline
Cynosure Group, LLC15,854$1.47M0.18%+4213F-HRTimeline
HRT FINANCIAL LP15,861$1.47M<0.01%-3,76213F-HRTimeline
BEAM WEALTH ADVISORS, INC.15,848$1.47M0.37%new13F-HRTimeline
Brookwood Investment Group LLC15,811$1.47M0.19%+7,80113F-HRTimeline
GFG Capital, LLC15,804$1.47M0.47%-2,75913F-HRTimeline
Comprehensive Financial Consultants Ins…15,728$1.46M0.43%-7413F-HRTimeline
Jaffetilchin Investment Partners, LLC15,726$1.46M0.09%+1,01813F-HRTimeline
NWF Advisory Services Inc.15,633$1.45M0.16%+1,51113F-HRTimeline
PFG Advisors15,611$1.45M0.07%+87013F-HRTimeline
BCGM Wealth Management, LLC15,592$1.45M0.36%-1,38713F-HRTimeline
New Insight Wealth Advisors15,557$1.44M0.52%-50013F-HRTimeline
Tranquility Partners, LLC15,873$1.44M0.54%+78113F-HRTimeline
Claro Advisors Inc.15,501$1.44M0.17%+413F-HRTimeline
Emerald Advisors, LLC15,438$1.43M0.18%-16,10013F-HRTimeline
BRIGHTON JONES LLC15,435$1.43M0.03%new13F-HR/ATimeline
Kaydan Wealth Management, Inc.15,429$1.43M0.48%-16813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,283$1.42M<0.01%-35013F-HRTimelineGroup
EWA, LLC15,169$1.41M0.32%-46313F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.15,144$1.4M0.06%+69113F-HRTimelineGroup
BXM Wealth LLC15,124$1.4M1.08%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC15,106$1.4M0.08%-1,42613F-HRTimeline
Rossby Financial, LCC14,979$1.39M0.29%+12,18813F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC14,874$1.38M0.3%013F-HRTimeline
Atlas Legacy Advisors, LLC14,854$1.38M0.25%+68013F-HRTimeline
Fortis Group Advisors, LLC14,536$1.37M0.23%-46613F-HRTimeline
Southland Equity Partners LLC14,771$1.37M0.27%-37313F-HRTimeline
Nova R Wealth, Inc.14,606$1.35M0.43%+3413F-HRTimeline
Advyzon Investment Management, LLC14,545$1.35M0.12%+11,97513F-HRTimeline
CFS Investment Advisory Services, LLC14,194$1.35M0.09%-68513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT14,500$1.34M0.09%-3,27713F-HRTimeline
MCDONALD PARTNERS LLC14,500$1.34M0.32%013F-HRTimeline
LANARK FINANCIAL, INC.14,318$1.33M0.1%-92513F-HRTimeline
Physician Wealth Advisors, Inc.14,244$1.32M0.18%+1,05613F-HRTimeline
Mosley Wealth Management13,711$1.3M0.59%+1713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC14,064$1.3M<0.01%new13F-HRTimelineGroup
SAPIENT CAPITAL LLC13,995$1.3M0.02%013F-HR/ATimeline
Vestmark Advisory Solutions, Inc.13,923$1.29M0.01%-33,01613F-HRTimeline
WCG Wealth Advisors LLC13,868$1.29M0.04%+43913F-HRTimeline
Perennial Investment Advisors, LLC13,838$1.28M0.1%-23413F-HRTimeline
Select Asset Management & Trust13,829$1.28M0.4%-56,59113F-HRTimeline
Jacobi Capital Management LLC13,651$1.27M0.07%-38613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.13,617$1.26M0.5%-95413F-HRTimeline
Verdence Capital Advisors LLC13,573$1.26M0.07%-61713F-HRTimeline
Empire Life Investments Inc.13,547$1.26M0.08%new13F-HRTimeline
SHUFRO ROSE & CO LLC13,519$1.25M0.09%-1,23013F-HRTimeline
ShoreHaven Wealth Partners, LLC13,513$1.25M0.45%-3113F-HRTimeline
Provident Wealth Management, LLC13,440$1.25M0.38%-47913F-HRTimeline
Safeguard Investment Advisory Group, LLC13,405$1.24M0.34%-1,89913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,385$1.24M0.09%-85913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC13,349$1.24M0.5%+5213F-HRTimeline
Goldstone Financial Group, LLC13,325$1.24M0.13%-7813F-HRTimeline
Wealth Management Associates, Inc.13,322$1.24M0.43%-7513F-HRTimeline
Concentrum Wealth Management13,297$1.23M0.36%+1013F-HRTimeline
Cherry Tree Wealth Management, LLC13,187$1.22M0.26%-18613F-HRTimeline
Maia Wealth LLC13,055$1.21M0.2%-37113F-HRTimeline
Ausdal Financial Partners, Inc.12,968$1.2M0.05%+2,21213F-HRTimeline
Integrated Advisors Network LLC12,931$1.2M0.06%-3,06213F-HRTimeline
Karras Company, Inc.12,909$1.2M1.21%-1,54513F-HRTimeline
JMG Financial Group, Ltd.12,847$1.19M0.03%013F-HRTimeline
Keating Financial Advisory Services, In…12,676$1.18M0.19%-1,69613F-HRTimeline
Hershey Financial Advisers, LLC12,624$1.17M1.01%-5,28213F-HRTimeline
SMITH, MOORE & CO.12,602$1.17M0.09%-65713F-HRTimeline
Soltis Investment Advisors LLC12,524$1.16M0.08%-5813F-HRTimeline
Mattern Wealth Management LLC12,512$1.16M0.23%-613F-HRTimeline
WT Wealth Management12,387$1.15M0.34%-4213F-HRTimeline
Compound Planning, Inc.12,289$1.14M0.04%-1,00013F-HRTimeline
Ergawealth Advisors, Inc.12,249$1.14M0.5%+4313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV12,059$1.14M0.41%-99713F-HRTimeline
QP WEALTH MANAGEMENT, LLC12,228$1.13M1.94%new13F-HRTimeline
Beta Wealth Group, Inc.12,199$1.13M0.47%-10513F-HRTimeline
Strait & Sound Wealth Management LLC12,108$1.12M0.43%+7413F-HRTimeline
K2 Financial Inc.11,930$1.12M0.82%-1013F-HRTimeline
VERITY Wealth Advisors12,102$1.12M0.75%013F-HRTimeline
Moors & Cabot, Inc.12,064$1.12M0.05%+24313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,009$1.11M0.14%+95813F-HRTimeline
Keystone Wealth Services, LLC12,007$1.11M0.24%-2,73913F-HRTimeline
NorthCrest Asset Manangement, LLC11,851$1.11M0.03%-26313F-HRTimeline
Maridea Wealth Management LLC11,895$1.1M0.16%+3,01813F-HRTimeline
J.E. Simmons & Co., P.C.11,885$1.1M0.74%+61613F-HRTimeline
Goldstein Advisors, LLC11,814$1.1M0.12%+10213F-HRTimeline
Oxinas Partners, LLC11,804$1.09M0.5%+1,12413F-HRTimeline
CFO4Life Group, LLC11,776$1.09M0.17%+813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,754$1.09M0.04%+69913F-HRTimeline
Bravias Capital Group, LLC11,731$1.09M0.71%013F-HRTimeline
Snider Financial Group11,730$1.09M0.33%+53213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,599$1.08M0.07%-20813F-HRTimeline
PMG Wealth Management, Inc.11,513$1.07M0.77%-4513F-HRTimeline
Guidance Point Advisors, LLC11,507$1.07M0.25%+58113F-HRTimeline
IRON Financial LLC11,238$1.04M0.46%-3,20413F-HRTimeline
Chatterton & Associates Inc.11,012$1.03M0.72%+1,97213F-HRTimeline
Lincoln Capital LLC11,129$1.03M0.2%+47913F-HRTimeline
Legacy Financial Advisors, Inc.11,049$1.02M0.14%-11,27113F-HRTimeline
Dorsey & Whitney Trust CO LLC10,945$1.02M0.06%013F-HRTimeline
Sage Mountain Advisors LLC10,752$997K0.07%+88013F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,712$993K0.1%013F-HRTimeline
Arrowroot Family Office, LLC10,707$993K0.33%+37313F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC10,678$990K0.08%-2413F-HRTimeline
Ridgewood Investments LLC10,674$990K0.4%13F-HRTimeline
Fort Point Capital Partners LLC10,665$989K0.13%-3413F-HRTimeline
TRUST POINT INC.10,593$982K0.09%+2213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC10,592$982K0.08%+5,21913F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC10,535$977K0.08%-3,83313F-HRTimeline