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Disclosery

USMV ISHARES TR

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SHS (fund)

1,271 managers (1,285 13F filers) reported a position in USMV shares at 2024-12-31, 186,489,023 shares in all. 74 filers opened a position and 62 filers sold out during the quarter.

Managers
1,271
13F filers
1,285
New
74
Added
340
Reduced
532
Sold out
62
Shares held by filers
186,489,023

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Oxinas Partners, LLC10,601$941K0.55%-9913F-HRTimeline
Pinnacle Family Advisors, LLC10,567$938K0.45%+4,97013F-HRTimeline
Smartleaf Asset Management LLC10,553$936K0.1%+21913F-HRTimeline
Moors & Cabot, Inc.10,405$924K0.04%-14613F-HRTimeline
TRUST POINT INC.10,399$923K0.06%new13F-HRTimeline
Opes Wealth Management LLC10,346$919K0.19%+7,64613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,345$919K0.07%+40013F-HR/ATimeline
O'Brien Wealth Partners LLC10,190$905K0.16%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,096$897K0.01%+1,51313F-HRTimelineGroup
Chris Bulman Inc10,027$890K0.57%-27413F-HRTimeline
Snider Financial Group9,996$888K0.27%+72013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD9,658$882K0.05%013F-HRTimeline
Northwest Financial Advisors9,847$874K0.72%+113F-HRTimeline
Enclave Advisors LLC9,829$873K0.14%-10713F-HRTimeline
NWF Advisory Services Inc.9,798$870K0.13%-6,35313F-HRTimeline
Apeiron RIA LLC9,758$866K0.24%+65513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC9,698$861K0.33%-2,31913F-HRTimeline
KOM Wealth Management Group, LLC9,676$859K0.63%013F-HRTimeline
Joel Adams & Associates, Inc.9,672$859K0.78%13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD9,652$857K0.01%-3613F-HRTimelineGroup
ProVise Management Group, LLC9,626$855K0.07%-44013F-HRTimeline
Private Wealth Group, LLC9,557$849K0.41%013F-HRTimeline
UPTICK PARTNERS, LLC9,557$849K0.31%-27513F-HRTimeline
American Alpha Advisors, LLC9,522$845K0.77%+49813F-HRTimeline
DRAVO BAY LLC9,462$840K0.41%+73713F-HRTimeline
Old North State Trust, LLC9,405$835K0.53%-1,62313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,388$834K0.06%-9,65213F-HRTimeline
Everhart Financial Group, Inc.9,375$832K0.17%-8313F-HRTimeline
Prasad Wealth Partners, LLC9,368$832K0.27%13F-HRTimeline
Keystone Financial Group, Inc.9,321$828K0.67%13F-HRTimeline
First Citizens Financial Corp9,316$827K0.45%-2,69313F-HRTimeline
Investment Partners Asset Management, I…9,309$827K0.65%+13713F-HRTimeline
Institute for Wealth Management, LLC.9,241$821K0.1%-42,06213F-HRTimeline
Soltis Investment Advisors LLC9,235$820K0.08%-21713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,203$817K0.04%-85713F-HR/ATimelineGroup
CLG LLC9,074$806K0.29%13F-HRTimeline
Midwest Financial Group LLC9,052$804K0.46%+2213F-HRTimeline
BostonPremier Wealth LLC9,047$803K0.49%13F-HRTimeline
FF Advisors,LLC8,748$802K0.55%-98713F-HRTimeline
Financial Sense Advisors, Inc.8,976$797K0.27%-35713F-HRTimeline
CENTAURUS FINANCIAL, INC.8,929$793K0.05%-30713F-HRTimeline
GENESIS PRIVATE WEALTH, LLC8,823$783K0.43%13F-HRTimeline
LS Investment Advisors, LLC8,773$779K0.11%+713F-HRTimeline
Tradewinds, LLC.8,375$778K0.22%013F-HRTimeline
Sensible Money, LLC8,727$775K0.34%013F-HRTimeline
First Business Financial Services, Inc.8,694$772K0.08%013F-HRTimeline
Austin Private Wealth, LLC8,683$771K0.07%+3913F-HRTimeline
Stonehearth Capital Management, LLC8,668$770K0.31%-70313F-HRTimeline
Bryant Woods Investment Advisors, LLC8,662$769K0.37%-13613F-HRTimeline
LPF Advisors LLC8,639$767K0.64%-2413F-HRTimeline
Fiduciary Group, LLC8,579$762K0.08%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC8,559$760K0.64%+55613F-HRTimeline
Fisher Asset Management, LLC8,391$745K<0.01%-1,49613F-HRTimeline
Sterling Group Wealth Management, LLC8,385$745K0.39%013F-HRTimeline
Simplicity Wealth,LLC8,379$744K0.16%-8,70613F-HRTimeline
Asset Dedication, LLC8,377$744K0.06%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…8,365$743K0.12%-4013F-HRTimeline
JFG Wealth Management, LLC8,362$742K0.17%-29613F-HRTimeline
Garde Capital, Inc.8,350$741K0.05%013F-HRTimeline
Patton Albertson Miller Group, LLC8,264$734K0.1%-3,05313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,251$733K0.03%+13613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC8,250$733K0.22%-14613F-HRTimeline
CIBC WORLD MARKET INC.8,235$731K<0.01%+40613F-HRTimeline
MBE Wealth Management, LLC8,179$726K0.41%-5313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding8,159$724K0Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,146$723K0.01%-3113F-HRTimelineGroup
E&G Advisors, LLC8,114$720K0.2%013F-HRTimeline
Wagner Wealth Management, LLC8,096$719K0.19%+1313F-HRTimeline
Integrated Capital Management, LLC8,055$715K0.38%-613F-HRTimeline
W ADVISORS, LLC8,037$714K0.44%-1013F-HRTimeline
StrongBox Wealth, LLC8,035$713K0.3%-2013F-HRTimeline
AIMZ Investment Advisors, LLC8,024$712K0.25%013F-HRTimeline
Cassaday & Co Wealth Management LLC7,866$698K0.02%013F-HRTimeline
ONE Advisory Partners, LLC7,852$697K0.31%-14613F-HRTimeline
Illumine Investment Management, LLC7,822$695K0.57%13F-HRTimeline
CIDEL ASSET MANAGEMENT INC7,710$685K0.05%013F-HRTimeline
Sovereign Financial Group, Inc.7,650$679K0.16%-32913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,608$676K<0.01%new13F-HRTimelineGroup
Greater Midwest Financial Group, LLC7,596$674K0.43%+3513F-HRTimeline
Icon Wealth Advisors, LLC7,589$674K0.06%-40613F-HRTimeline
Sovran Advisors, LLC7,562$670K0.1%13F-HRTimeline
Twelve Points Wealth Management LLC7,540$669K0.19%-40013F-HRTimeline
Veery Capital, LLC7,539$669K0.26%-92813F-HRTimeline
Berger Financial Group, Inc7,537$669K0.05%-7,65113F-HRTimeline
PDS Planning, Inc7,525$668K0.06%+3513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,524$668K0.02%-5,85713F-HRTimeline
CENTRAL TRUST Co7,514$667K0.02%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,494$665K0.1%new13F-HR/ATimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…7,484$664K0.23%+3513F-HRTimeline
Ariadne Wealth Management, LP7,097$661K0.3%+1,78113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,435$660K0.07%+33913F-HRTimeline
Cornell Pochily Investment Advisors, In…7,377$655K0.23%+23413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,377$655K0.08%013F-HRTimeline
Alta Wealth Advisors LLC7,370$654K0.29%-1,30513F-HRTimeline
High Falls Advisors, Inc7,339$652K0.15%-16413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,336$651K0.02%-1,22613F-HRTimelineGroup
Avidian Wealth Enterprises, LLC7,333$651K0.03%-166,31213F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC7,320$650K0.41%-1,42013F-HRTimeline
Kovack Advisors, Inc.7,320$650K0.06%-10213F-HRTimeline
Castle Rock Wealth Management, LLC6,976$648K0.15%-2,44413F-HRTimeline
Savvy Advisors, Inc.7,278$646K0.08%new13F-HRTimeline
4J Wealth Management LLC7,267$645K0.52%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,214$641K0.01%-23313F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC7,201$639K0.02%-9013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wilmington Savings Fund Society, FSB7,187$638K0.01%+3,59413F-HRTimeline
Consolidated Portfolio Review Corp7,185$638K0.1%new13F-HRTimeline
Bouchey Financial Group, Ltd.7,157$635K0.06%013F-HRTimeline
Vertex Planning Partners, LLC7,138$634K0.14%+72813F-HRTimeline
BCS Wealth Management7,105$631K0.16%-90913F-HRTimeline
Wealthspire Advisors, LLC7,087$629K0.01%+1,04113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,046$627K0.1%-49313F-HRTimeline
GUIDANCE CAPITAL, INC6,863$624K0.19%new13F-HRTimeline
Post Resch Tallon Group Inc.7,000$621K0.6%13F-HRTimeline
GatePass Capital, LLC6,950$617K0.67%13F-HRTimeline
waypoint wealth counsel6,948$617K0.4%-1,11813F-HRTimeline
Clear Point Advisors Inc.6,910$614K0.52%+1613F-HRTimeline
HEADINVEST, LLC6,904$613K0.12%013F-HRTimeline
WADDELL & ASSOCIATES, LLC6,805$604K0.06%013F-HR/ATimeline
Fermata Advisors, LLC6,798$604K0.11%-3,18013F-HRTimeline
FINANCIAL COUNSELORS INC6,779$602K0.01%+33013F-HRTimeline
Eldridge Investment Advisors, Inc.6,706$595K0.14%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,697$594K0.06%-24,81313F-HRTimeline
J. W. Coons Advisors, LLC6,675$593K0.15%+1313F-HRTimeline
Berkeley, Inc6,615$587K0.3%-6,59713F-HR/ATimeline
Exchange Bank6,600$586K0.47%-20013F-HRTimeline
Patten Group, Inc.6,579$584K0.13%+14013F-HRTimeline
Belpointe Asset Management LLC6,347$580K0.03%+913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC6,499$577K0.34%new13F-HRTimeline
JT Stratford LLC6,452$573K0.09%-12513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,436$571K0.01%+94213F-HRTimeline
Radnor Capital Management, LLC6,434$571K0.1%013F-HRTimeline
PSI Advisors, LLC6,373$566K0.17%-2,43313F-HRTimeline
Mainstream Capital Management LLC6,289$558K0.39%-23113F-HRTimeline
Sunbelt Securities, Inc.6,289$558K0.05%-1713F-HRTimeline
Meridian Wealth Management, LLC6,255$555K0.03%-5313F-HRTimeline
Stonebridge Financial Planning Group, L…6,250$555K0.25%+46013F-HRTimeline
Heck Capital Advisors, LLC6,218$552K0.06%+26913F-HR/ATimeline
WEALTHGARDEN F.S. LLC6,217$552K0.52%-613F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC6,187$549K0.3%-813F-HRTimeline
Ridgeline Wealth, LLC6,180$549K0.45%13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,175$548K0.02%013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,158$547K0.14%-11713F-HRTimelineGroup
COURIER CAPITAL LLC6,145$546K0.04%+3,22313F-HRTimeline
PFG Private Wealth Management, LLC6,135$545K0.31%-713F-HRTimeline
Joseph Group Capital Management6,131$544K0.21%-19913F-HRTimeline
WEDBUSH SECURITIES INC6,126$544K0.02%+513F-HRTimeline
Arete Wealth Advisors, LLC6,117$543K0.04%-36613F-HRTimeline
Gibson Capital, LLC6,080$540K0.11%013F-HRTimeline
Moment Partners, LLC6,078$540K0.1%13F-HRTimeline
Wealthfront Advisers LLC6,068$539K<0.01%+97613F-HR/ATimeline
LifeSteps Financial, Inc.6,039$536K0.41%-7213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,999$535K0.11%-14613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,015$534K0.38%-1,17013F-HRTimeline
CVA Family Office, LLC5,982$531K0.08%+2,14313F-HRTimeline
Quantbot Technologies LP5,978$531K0.02%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,967$530K0.15%013F-HRTimeline
Agate Pass Investment Management, LLC5,964$530K0.24%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,949$528K0.14%13F-HRTimeline
AdvisorNet Financial, Inc5,947$528K0.04%+45013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,941$528K<0.01%-10513F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,934$527K0.03%+37013F-HRTimelineGroup
CW Advisors, LLC5,930$527K0.01%-35313F-HRTimeline
Strait & Sound Wealth Management LLC5,930$527K0.24%+19513F-HRTimeline
PARTHENON LLC5,874$522K0.06%013F-HRTimeline
GEM Asset Management, LLC5,866$521K0.29%013F-HRTimeline
SFMG, LLC5,838$518K0.04%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,817$516K<0.01%new13F-HRTimelineGroup
New Republic Capital, LLC5,761$511K0.33%+913F-HRTimeline
Transce3nd, LLC5,733$509K0.17%13F-HRTimeline
Gallacher Capital Management LLC5,700$506K0.25%+413F-HRTimeline
New Hampshire Trust5,645$501K0.11%013F-HRTimeline
Glass Jacobson Investment Advisors llc5,623$499K0.16%+10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bison Wealth, LLC5,610$498K0.11%+5713F-HRTimeline
GREENWOOD GEARHART LLC5,589$496K0.03%013F-HRTimeline
Larson Financial Group LLC5,588$496K0.03%+2,31813F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,574$495K0.26%013F-HRTimeline
Professional Financial Advisors, LLC5,558$494K0.13%-7213F-HRTimeline
Mendel Money Management5,554$493K0.22%-16013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC5,500$488K0.07%+16613F-HRTimeline
OBSIDIAN CIO, LLC5,499$488K0.09%-91513F-HRTimeline
WARNER FINANCIAL, INC5,501$488K0.21%013F-HRTimeline
Bleakley Financial Group, LLC5,478$486K0.01%-7813F-HRTimeline
Optivise Advisory Services LLC5,467$485K0.26%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,467$485K0.09%-2513F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,464$485K0.05%13F-HRTimeline
TFR Capital, LLC.5,441$483K0.24%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,440$483K0.01%new13F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC5,434$482K0.17%-96413F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,424$482K0.03%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,423$482K0.11%-2213F-HRTimeline
LCNB CORP5,400$479K0.17%013F-HRTimeline
Foguth Wealth Management, LLC.5,267$479K0.13%+1,85213F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC5,394$479K0.23%+36113F-HRTimeline
Pineridge Advisors LLC5,392$479K0.18%-1,31713F-HRTimeline
First Bank & Trust5,338$474K0.09%+13313F-HRTimeline
Glenview Trust Co5,331$473K0.01%-45213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,326$473K0.01%-65013F-HRTimeline
WEBSTER BANK, N. A.5,317$472K0.05%+2613F-HRTimeline
Smart Portfolios, LLC5,235$465K0.49%+11213F-HRTimeline
Sage Capital Advisors,llc5,212$463K0.12%013F-HRTimeline