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Disclosery

USMV ISHARES TR

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SHS (fund)

1,365 managers (1,382 13F filers) reported a position in USMV shares at 2026-06-30, 171,302,761 shares in all. 100 filers opened a position and 93 filers sold out during the quarter.

Managers
1,365
13F filers
1,382
New
100
Added
422
Reduced
573
Sold out
93
Shares held by filers
171,302,761

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Sound View Wealth Advisors Group, LLC10,286$992K0.06%+213F-HRTimeline
Advisor Resource Council10,199$984K0.33%013F-HRTimeline
Raab & Moskowitz Asset Management LLC10,147$979K0.2%+3913F-HRTimeline
Arrowroot Family Office, LLC10,037$968K0.28%-67013F-HRTimeline
BRIGHTON JONES LLC10,030$968K0.02%-5,40513F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,017$966K0.09%-69513F-HRTimeline
First Citizens Financial Corp9,904$955K0.4%+59413F-HRTimeline
Maridea Wealth Management LLC9,896$955K0.1%-1,99913F-HRTimeline
Three Magnolias Financial Advisors, LLC9,875$953K0.53%-37313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,869$952K0.08%+16913F-HRTimelineGroup
C2C Wealth Management, LLC9,865$952K0.75%-30013F-HRTimeline
GTS SECURITIES LLC9,850$950K0.02%-41,45013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC9,808$946K0.28%-9913F-HRTimeline
DRAVO BAY LLC9,806$946K0.33%-69113F-HRTimeline
Select Asset Management & Trust9,775$943K0.27%-4,05413F-HRTimeline
KOM Wealth Management Group, LLC9,775$943K0.57%-7613F-HRTimeline
Sovran Advisors, LLC9,502$935K0.07%-3313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,669$933K0.13%-11613F-HRTimelineGroup
WFA of San Diego, LLC9,158$928K0.76%+1,39813F-HRTimeline
TBH Global Asset Management, LLC9,548$921K0.17%+16713F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC9,545$921K0.67%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …9,482$915K0.02%-15813F-HRTimelineGroup
Schrum Private Wealth Management LLC10,676$907K0.93%+2,06513F-HRTimeline
PTM WEALTH MANAGEMENT, LLC9,302$902K0.41%-5513F-HRTimeline
United Advisor Group, LLC9,338$901K0.1%+87213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,242$891K<0.01%+1,15513F-HRTimelineGroup
Prosperity Consulting Group, LLC9,225$890K0.03%+513F-HRTimeline
Sachetta, LLC9,209$888K0.43%-1613F-HRTimeline
LiftPoint Family Wealth Advisors LLC9,199$887K0.6%+42713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,250$886K0.04%+2,28113F-HRTimelineGroup
WealthPlan Investment Management, LLC9,142$882K0.04%-5313F-HRTimeline
Fiduciary Group, LLC9,061$874K0.07%013F-HRTimeline
Veery Capital, LLC9,007$869K0.23%+1,17713F-HRTimeline
Federation des caisses Desjardins du Qu…8,952$864K<0.01%-93313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION8,836$852K0.06%-62913F-HRTimeline
Krilogy Financial LLC8,768$846K0.03%-1513F-HRTimeline
Everhart Financial Group, Inc.8,753$844K0.05%+213F-HRTimeline
First Business Financial Services, Inc.8,694$839K0.07%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,678$837K<0.01%-84,80913F-HRTimelineGroup
Emerald Advisors, LLC8,677$837K0.11%-6,76113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,656$835K0.08%+1913F-HRTimeline
Sensible Money, LLC8,653$835K0.22%-2513F-HRTimeline
LongView Wealth Management8,652$835K0.21%-8613F-HRTimeline
Stonebrook Private Inc.8,631$833K0.15%+7913F-HRTimeline
Midwest Financial Group LLC8,618$831K0.29%-8513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC8,917$828K0.1%013F-HRTimeline
StrongBox Wealth, LLC8,532$823K0.23%+2513F-HRTimeline
Financial Sense Advisors, Inc.8,474$817K0.16%+1813F-HRTimeline
Asset Dedication, LLC8,370$807K0.05%013F-HRTimeline
Florida Trust Wealth Management Co8,358$806K0.02%013F-HRTimeline
Mission Creek Capital Partners, Inc.8,312$802K0.14%-80113F-HRTimeline
ProVise Management Group, LLC8,288$799K0.05%-79513F-HRTimeline
Prasad Wealth Partners, LLC8,260$797K0.19%+1813F-HRTimeline
Kovack Advisors, Inc.8,194$792K0.04%-14,03413F-HRTimeline
PFG Investments, LLC8,162$787K0.03%+41813F-HRTimeline
17 CAPITAL PARTNERS, LLC8,157$787K0.36%+1,27813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,145$786K0.01%-1,23313F-HRTimeline
Beacon Financial Advisory LLC8,139$785K0.15%+27613F-HRTimeline
Milestones Private Investment Advisors …8,105$782K0.62%-50513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,089$780K<0.01%+92513F-HRTimelineGroup
Cambria Investment Management, L.P.8,054$777K0.04%+2,32913F-HRTimeline
Bryant Woods Investment Advisors, LLC8,053$777K0.22%-8113F-HRTimeline
Center For Asset Management LLC8,039$776K0.34%-25113F-HRTimeline
Post Resch Tallon Group Inc.8,038$775K0.54%+15013F-HRTimeline
AIMZ Investment Advisors, LLC8,024$774K0.21%013F-HRTimeline
Investment Partners Asset Management, I…8,004$772K0.43%+113F-HRTimeline
Wealthspire Advisors, LLC7,978$770K<0.01%+1,01413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC7,973$769K0.22%-1513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding7,941$766K-501Timeline
Cassaday & Co Wealth Management LLC7,882$760K0.01%-1,12813F-HRTimeline
EdgeRock Capital LLC7,846$757K0.17%013F-HRTimeline
Illumine Investment Management, LLC0$755K0.49%-7,82213F-HRTimelineAmount filed as zero, left out of ratios.
Planning Strategies Inc.7,776$750K0.47%13F-HRTimeline
Greater Midwest Financial Group, LLC7,768$749K0.37%+2413F-HRTimeline
PKS Advisory Services, LLC7,710$744K0.12%+48513F-HRTimeline
Belpointe Asset Management LLC7,691$742K0.02%+1,33613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,674$740K0.14%-29113F-HR/ATimeline
WEDBUSH SECURITIES INC7,671$740K0.02%-1,89613F-HRTimeline
Chicago Partners Investment Group LLC7,678$738K0.01%013F-HRTimeline
Signal Advisors Wealth, LLC7,649$738K0.04%-813F-HRTimeline
PDS Planning, Inc7,593$732K0.04%-6613F-HRTimeline
VestGen Advisors, LLC7,567$730K0.02%-53113F-HRTimeline
CENTRAL TRUST Co7,514$725K0.01%013F-HRTimeline
E&G Advisors, LLC7,514$725K0.14%013F-HRTimeline
CLG LLC7,510$724K0.16%+713F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.7,381$723K0.22%+6913F-HRTimeline
Twelve Points Wealth Management LLC7,408$715K0.14%013F-HRTimeline
Integrated Capital Management, LLC7,386$712K0.26%-67513F-HRTimeline
Brookwood Investment Group LLC7,347$709K0.08%-8,46413F-HRTimeline
Ewing Morris & Co. Investment Partners …7,340$708K0.37%+16013F-HRTimeline
JGP Wealth Management, LLC7,330$707K0.06%-9713F-HRTimeline
MBE Wealth Management, LLC7,279$702K0.25%-63613F-HRTimeline
Buck Wealth Strategies, LLC7,265$701K0.07%new13F-HRTimeline
Atlas Private Wealth Advisors7,258$700K0.15%-13613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…7,256$700K0.18%013F-HRTimeline
Advisors Capital Management, LLC7,236$698K0.01%-46713F-HRTimeline
Bouchey Financial Group, Ltd.7,193$694K0.04%013F-HRTimeline
GatePass Capital, LLC7,173$692K0.26%+92413F-HRTimeline
Yukon Wealth Management, Inc.7,098$685K0.2%+37413F-HRTimeline
KINTRA WEALTH, LLC6,753$685K0.04%+1,05313F-HRTimeline
IEQ CAPITAL, LLC7,086$684K<0.01%+7213F-HRTimeline
Alta Wealth Advisors LLC7,070$682K0.18%-48713F-HRTimeline
Edgestream Partners, L.P.7,058$681K0.02%-1,80513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,028$678K0.05%+813F-HRTimeline
UPTICK PARTNERS, LLC7,023$677K0.11%-79913F-HRTimeline
Northwest Financial Advisors7,022$677K0.09%-2,34913F-HRTimeline
Heck Capital Advisors, LLC7,019$677K0.04%-2313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,006$676K<0.01%-1,31013F-HRTimelineGroup
Professional Financial Advisors, LLC7,007$676K0.12%+16113F-HRTimeline
Alpha Zero LLC6,944$674K0.26%+3,68313F-HRTimeline
Meridian Wealth Management, LLC6,991$674K0.02%+1,21213F-HRTimeline
Avidian Wealth Enterprises, LLC6,977$673K0.02%+3513F-HRTimeline
W ADVISORS, LLC6,953$671K0.3%013F-HRTimeline
Financial Engines Advisors L.L.C.6,928$668K<0.01%+2,66113F-HRTimeline
Larson Financial Group LLC6,919$667K0.02%+1,67313F-HRTimeline
DAVENPORT & Co LLC6,919$667K<0.01%-2,48713F-HRTimeline
Silver Grove Financial Group, Inc.6,912$667K0.36%+64213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,899$666K<0.01%-27,03013F-HRTimelineGroup
BostonPremier Wealth LLC6,829$659K0.28%-32213F-HRTimeline
HORAN Wealth, LLC6,812$657K0.08%-74713F-HR/ATimeline
CLIENT 1ST ADVISORY GROUP, LLC6,800$656K0.18%-12413F-HRTimeline
NOTTINGHAM ADVISORS, INC.6,781$654K0.08%-5013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD6,769$653K0.03%-11213F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,760$652K0.03%013F-HRTimeline
PATTEN & PATTEN INC/TN6,747$651K0.03%013F-HRTimeline
Vertex Planning Partners, LLC6,734$650K0.1%+17613F-HRTimeline
JT Stratford LLC6,732$649K0.07%+20013F-HRTimeline
Wealthspire Retirement, LLC6,726$649K0.04%013F-HRTimeline
WBH ADVISORY INC6,699$646K0.04%-4813F-HRTimeline
KERR FINANCIAL PLANNING Corp6,686$645K0.72%-19913F-HRTimeline
Joel Adams & Associates, Inc.6,654$642K0.41%+19113F-HRTimeline
Jeter Robert S II6,554$641K0.61%+8013F-HRTimeline
Security Financial Services, INC.6,634$640K0.09%-6613F-HRTimeline
Advisory Advocates, LLC6,607$637K0.55%013F-HRTimeline
Stonehearth Capital Management, LLC6,563$633K0.22%013F-HRTimeline
RFG Advisory, LLC6,538$631K0.01%+56813F-HRTimeline
COWA, LLC6,532$630K0.16%-12,54313F-HRTimeline
WADDELL & ASSOCIATES, LLC6,470$624K0.03%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.6,440$621K<0.01%+2,99113F-HRTimelineGroup
Radnor Capital Management, LLC6,434$621K0.09%013F-HRTimeline
Sterling Group Wealth Management, LLC6,418$619K0.25%-1,06713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,400$617K0.1%+57913F-HRTimeline
FF Advisors,LLC6,394$617K0.23%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,389$616K0.01%+1,31013F-HR/ATimeline
Sovereign Financial Group, Inc.6,332$611K0.09%-56413F-HRTimeline
Stonebridge Financial Planning Group, L…6,330$611K0.19%-20013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO6,220$600K0.05%+2713F-HRTimeline
Relyea Zuckerberg Hanson LLC6,213$599K0.05%+11213F-HR/ATimeline
RIDGECREST WEALTH PARTNERS, LLC6,187$597K0.29%013F-HRTimeline
Curi Capital, LLC6,185$597K0.01%new13F-HRTimeline
Venturi Wealth Management, LLC6,138$592K0.02%013F-HRTimeline
HEADINVEST, LLC6,125$591K0.11%+1413F-HRTimeline
CVA Family Office, LLC6,074$586K0.05%+9213F-HRTimeline
Clear Point Advisors Inc.6,050$584K0.52%new13F-HRTimeline
SFMG, LLC6,007$579K0.04%013F-HRTimeline
Exchange Bank6,000$579K0.36%-10013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,981$577K0.02%013F-HRTimeline
PFG Private Wealth Management, LLC5,979$577K0.25%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,938$575K0.01%+25013F-HRTimeline
Barnes Wealth Management Group, Inc5,946$574K0.27%+16413F-HRTimeline
4J Wealth Management LLC5,934$572K0.28%-34113F-HRTimeline
GEM Asset Management, LLC5,866$566K0.22%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,830$562K0.08%-2813F-HRTimeline
Level Wealth Management LLC5,822$562K0.22%-12213F-HRTimeline
Aventus Investment Advisors, Inc.5,802$560K0.41%-60913F-HRTimeline
WEALTH ALLIANCE, LLC5,780$558K0.05%-8413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,770$557K0.38%013F-HRTimeline
DARA CAPITAL US, INC.5,749$555K0.38%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,742$554K0.11%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,707$550K<0.01%013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…5,707$550K0.15%-75013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,695$549K<0.01%new13F-HRTimelineGroup
Ledyard National Bank5,684$548K0.04%+80713F-HRTimeline
SMART Wealth LLC5,669$547K0.12%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC5,664$546K0.08%013F-HRTimeline
New Hampshire Trust5,645$545K0.1%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.5,633$543K0.05%-1,50113F-HRTimeline
Mainstream Capital Management LLC5,624$542K0.33%-113F-HRTimeline
EVERPAR ADVISORS LLC5,616$542K0.15%+1,00613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,604$541K0.08%+1213F-HRTimeline
Eldridge Investment Advisors, Inc.5,611$541K0.11%-20013F-HRTimeline
Ballentine Partners, LLC5,605$541K0.01%new13F-HRTimeline
SHP Wealth Management5,603$540K0.04%+14613F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC5,568$537K0.22%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,565$537K0.22%013F-HRTimeline
WEBSTER BANK, N. A.5,523$533K0.05%-30013F-HRTimeline
Garde Capital, Inc.5,520$532K0.02%-69913F-HRTimeline
WARNER FINANCIAL, INC5,501$531K0.16%013F-HRTimeline
Symphony Financial, Ltd. Co.5,513$530K0.06%+1,96313F-HRTimeline
Castle Rock Wealth Management, LLC5,464$529K0.1%-18513F-HRTimeline
WEALTHGARDEN F.S. LLC5,459$527K0.3%+6213F-HRTimeline
Cypress Wealth Services, LLC5,444$525K0.06%-1,93613F-HRTimeline
Agate Pass Investment Management, LLC5,432$524K0.19%-40013F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,424$523K0.03%013F-HRTimeline
LifeGoal Investments, LLC5,420$523K0.24%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC5,402$521K<0.01%-236,59713F-HRTimeline
ONE Advisory Partners, LLC5,380$519K0.14%-70613F-HRTimeline
Sound Income Strategies, LLC5,379$519K0.02%+2,83713F-HRTimeline
WESBANCO BANK INC5,362$517K0.01%013F-HRTimeline
Gibson Capital, LLC5,346$516K0.08%013F-HRTimeline