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Disclosery

USMV ISHARES TR

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SHS (fund)

1,290 managers (1,302 13F filers) reported a position in USMV shares at 2025-03-31, 190,308,462 shares in all. 106 filers opened a position and 83 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
106
Added
414
Reduced
526
Sold out
83
Shares held by filers
190,308,462

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MONETA GROUP INVESTMENT ADVISORS LLC11,048$1.03M0.01%+8513F-HRTimeline
Goldstein Advisors, LLC11,028$1.03M0.15%-3313F-HRTimeline
LongView Wealth Management11,014$1.03M0.31%-19013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,555$1.02M0.2%+4,60613F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,840$1.02M0.95%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC10,829$1.01M0.54%-66213F-HR/ATimeline
Retireful, LLC10,930$1.01M0.97%-7,03313F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,817$1.01M0.12%-9213F-HRTimeline
Smartleaf Asset Management LLC10,912$1.01M0.1%+35913F-HRTimeline
DELTEC ASSET MANAGEMENT LLC10,750$1.01M0.22%new13F-HRTimeline
EQ LLC10,713$1M0.47%-1,36713F-HRTimeline
Creekmur Asset Management LLC10,511$984K0.21%-20013F-HRTimeline
Sound View Wealth Advisors Group, LLC10,500$983K0.08%-1,64813F-HRTimeline
Apeiron RIA LLC10,496$983K0.3%+73813F-HRTimeline
C2C Wealth Management, LLC10,465$980K0.92%-50013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,459$980K0.07%+1,07113F-HRTimeline
TRUST POINT INC.10,399$974K0.09%013F-HRTimeline
Certus Wealth Management, LLC10,476$973K0.66%-5813F-HRTimeline
Three Magnolias Financial Advisors, LLC10,375$972K0.82%-3,02013F-HRTimeline
FRG Family Wealth Advisors LLC10,355$970K0.19%-2,19013F-HRTimeline
Strait & Sound Wealth Management LLC10,320$967K0.45%+4,39013F-HRTimeline
Independence Asset Advisors, LLC10,287$964K3.12%new13F-HRTimeline
Pinnacle Family Advisors, LLC10,257$961K0.52%-31013F-HRTimeline
Lincoln Capital LLC10,651$959K0.2%013F-HRTimeline
O'Brien Wealth Partners LLC10,190$954K0.18%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC10,126$948K0.79%new13F-HRTimeline
WBH ADVISORY INC10,076$944K0.09%-61713F-HRTimeline
Oxinas Partners, LLC10,075$944K0.56%-52613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…10,025$939K0.18%-3,15013F-HR/ATimelineGroup
J. Goldman & Co LP10,000$937K0.03%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,989$936K0.05%+78613F-HR/ATimelineGroup
EdgeRock Capital LLC9,986$935K0.67%-62,41213F-HRTimeline
Beacon Financial Advisory LLC9,918$929K0.28%-1,58413F-HRTimeline
High Falls Advisors, Inc9,891$926K0.22%+2,55213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC9,862$924K0.7%+1,30313F-HRTimeline
Archford Capital Strategies, LLC9,793$917K0.13%-17,77313F-HRTimeline
KOM Wealth Management Group, LLC9,706$909K0.79%+3013F-HRTimeline
Snider Financial Group9,705$909K0.3%-29113F-HRTimeline
Northwest Financial Advisors9,681$907K0.75%-16613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD9,652$904K0.02%013F-HRTimelineGroup
Security Financial Services, INC.9,599$899K0.18%-7,51813F-HRTimeline
UPTICK PARTNERS, LLC9,557$895K0.3%013F-HRTimeline
CW Advisors, LLC9,523$892K0.01%+3,59313F-HRTimeline
Smart Money Group LLC9,431$883K0.3%-75,28213F-HR/ATimeline
ProVise Management Group, LLC9,383$879K0.07%-24313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC9,359$877K0.34%-33913F-HRTimeline
Vestcor Inc9,331$874K0.03%-8,27913F-HRTimeline
Enclave Advisors LLC9,301$871K0.15%-52813F-HRTimeline
Schrum Private Wealth Management LLC9,274$869K0.76%-2,10813F-HRTimeline
Soltis Investment Advisors LLC9,187$860K0.08%-4813F-HRTimeline
Everhart Financial Group, Inc.9,180$860K0.12%-19513F-HRTimeline
Investment Partners Asset Management, I…9,125$855K0.67%-18413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC9,123$854K0.45%+30013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,118$854K<0.01%-42,95113F-HRTimelineGroup
LITTLE HOUSE CAPITAL LLC9,118$854K0.23%new13F-HRTimeline
Prasad Wealth Partners, LLC9,112$853K0.28%-25613F-HRTimeline
Wealthspire Advisors, LLC9,100$852K0.01%+2,01313F-HRTimeline
Financial Sense Advisors, Inc.9,080$850K0.24%+10413F-HRTimeline
ONE Advisory Partners, LLC8,948$838K0.36%+1,09613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC8,945$838K0.07%-1,40013F-HR/ATimeline
Old North State Trust, LLC9,405$835K0.53%013F-HRTimeline
Sensible Money, LLC8,839$828K0.35%+11213F-HRTimeline
Midwest Financial Group LLC8,831$827K0.48%-22113F-HRTimeline
HRT FINANCIAL LP8,752$819K0.01%-138,00213F-HRTimeline
First Citizens Financial Corp8,725$817K0.46%-59113F-HRTimeline
First Business Financial Services, Inc.8,694$814K0.08%013F-HRTimeline
BostonPremier Wealth LLC8,683$813K0.5%-36413F-HRTimeline
DRAVO BAY LLC8,656$811K0.43%-80613F-HRTimeline
PTM WEALTH MANAGEMENT, LLC9,474$809K0.85%13F-HRTimeline
LPF Advisors LLC8,633$809K0.66%-613F-HRTimeline
CLG LLC8,629$808K0.28%-44513F-HRTimeline
Fiduciary Group, LLC8,579$804K0.08%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC8,547$800K0.46%+2,04813F-HRTimeline
Trust Co of the South8,533$799K0.17%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,530$799K0.03%+27913F-HRTimeline
CIBC WORLD MARKET INC.8,500$796K<0.01%+26513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,497$796K0.01%+35113F-HRTimelineGroup
Keystone Financial Group, Inc.8,617$796K0.56%-70413F-HRTimeline
Asset Dedication, LLC8,489$795K0.06%+11213F-HRTimeline
Bryant Woods Investment Advisors, LLC8,444$791K0.38%-21813F-HRTimeline
Crossmark Global Holdings, Inc.8,405$787K0.01%new13F-HRTimeline
Sterling Group Wealth Management, LLC8,385$785K0.42%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD8,378$785K0.05%-1,28013F-HR/ATimeline
Tradewinds, LLC.8,375$784K0.22%013F-HRTimeline
Garde Capital, Inc.8,350$782K0.04%013F-HRTimeline
NorthCrest Asset Manangement, LLC8,260$774K0.02%new13F-HRTimeline
MBE Wealth Management, LLC8,180$766K0.37%+113F-HRTimeline
Joel Adams & Associates, Inc.8,154$764K0.69%-1,51813F-HRTimeline
Brookwood Investment Group LLC8,132$762K0.13%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC8,125$761K0.25%-12513F-HRTimeline
Good Life Advisors, LLC8,118$760K0.05%-23,77813F-HRTimeline
E&G Advisors, LLC8,114$760K0.21%013F-HRTimeline
Wagner Wealth Management, LLC8,105$759K0.19%+913F-HRTimeline
W ADVISORS, LLC8,082$757K0.47%+4513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding8,159$756K0Timeline
Kovack Advisors, Inc.8,042$753K0.08%+72213F-HRTimeline
AIMZ Investment Advisors, LLC8,024$752K0.26%013F-HRTimeline
Integrated Capital Management, LLC7,980$747K0.41%-7513F-HRTimeline
CENTRAL TRUST Co7,911$741K0.02%+39713F-HRTimeline
NOTTINGHAM ADVISORS, INC.7,892$739K0.11%-10,69813F-HRTimeline
Stonebrook Private Inc.7,884$738K0.19%+4,33113F-HRTimeline
StrongBox Wealth, LLC7,875$738K0.31%-16013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,868$737K0.11%+37413F-HRTimeline
Cassaday & Co Wealth Management LLC7,866$737K0.02%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,856$736K0.04%+3,14713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,855$736K0.02%+33113F-HRTimeline
Illumine Investment Management, LLC7,822$733K0.6%013F-HRTimeline
Fermata Advisors, LLC7,804$731K0.13%+1,00613F-HRTimeline
LS Investment Advisors, LLC7,804$731K0.11%-96913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,799$730K0.03%+59813F-HRTimeline
Consolidated Portfolio Review Corp7,722$723K0.12%+53713F-HRTimeline
CIDEL ASSET MANAGEMENT INC7,710$722K0.05%013F-HRTimeline
JFS WEALTH ADVISORS, LLC7,687$720K0.05%+3,79513F-HRTimeline
Patton Albertson Miller Group, LLC7,633$715K0.11%-63113F-HR/ATimeline
Greater Midwest Financial Group, LLC7,623$714K0.5%+2713F-HRTimeline
FF Advisors,LLC7,678$713K0.41%-1,07013F-HRTimeline
Twelve Points Wealth Management LLC7,540$706K0.19%013F-HRTimeline
PDS Planning, Inc7,540$706K0.06%+1513F-HRTimeline
Veery Capital, LLC7,537$706K0.27%-213F-HRTimeline
Yukon Wealth Management, Inc.7,536$706K0.29%13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…7,510$703K0.25%+2613F-HRTimeline
Alta Wealth Advisors LLC7,499$702K0.32%+12913F-HRTimeline
Sovereign Financial Group, Inc.7,484$701K0.16%-16613F-HRTimeline
Avidian Wealth Enterprises, LLC7,386$692K0.03%+5313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,377$691K0.08%013F-HRTimeline
POTENTIA WEALTH7,330$687K0.32%-5,37013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC7,320$686K0.4%013F-HRTimeline
Austin Private Wealth, LLC7,301$684K0.06%-1,38213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,297$683K0.03%-3913F-HRTimelineGroup
4J Wealth Management LLC7,267$681K0.54%013F-HRTimeline
FINANCIAL COUNSELORS INC7,238$678K0.01%+45913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC7,225$677K0.12%+4,59513F-HRTimeline
Ewing Morris & Co. Investment Partners …5,000$674K0.21%013F-HRTimeline
Gen-Wealth Partners Inc7,195$674K0.28%+3,44213F-HRTimeline
Cornell Pochily Investment Advisors, In…7,167$671K0.24%-21013F-HRTimeline
Bouchey Financial Group, Ltd.7,157$670K0.06%013F-HRTimeline
Stonehearth Capital Management, LLC7,141$669K0.28%-1,52713F-HRTimeline
CALTON & ASSOCIATES, INC.7,111$666K0.15%+2,92313F-HR/ATimeline
WEDBUSH SECURITIES INC7,098$665K0.02%+97213F-HRTimeline
Altus Wealth Group LLC7,072$662K0.31%-41,34213F-HRTimeline
Ariadne Wealth Management, LP7,097$654K0.34%013F-HRTimeline
waypoint wealth counsel6,972$653K0.41%+2413F-HRTimeline
GatePass Capital, LLC6,950$651K0.49%013F-HRTimeline
Clear Point Advisors Inc.6,922$648K0.58%+1213F-HRTimeline
HEADINVEST, LLC6,904$647K0.13%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC6,891$645K0.07%-54413F-HRTimeline
Vertex Planning Partners, LLC6,847$641K0.14%-29113F-HRTimeline
Balance Wealth Partners LLC6,815$638K0.41%13F-HRTimeline
Wealthspire Retirement, LLC6,815$638K0.05%+4,00013F-HRTimeline
Mainstream Capital Management LLC6,803$637K0.5%+51413F-HRTimeline
Professional Financial Advisors, LLC6,803$637K0.16%+1,24513F-HRTimeline
Sovran Advisors, LLC7,056$635K0.08%-50613F-HRTimeline
Post Resch Tallon Group Inc.6,788$632K0.64%-21213F-HRTimeline
Wealthfront Advisers LLC6,703$628K<0.01%+63513F-HRTimeline
Castle Rock Wealth Management, LLC6,705$626K0.17%-27113F-HRTimeline
J. W. Coons Advisors, LLC6,685$626K0.17%+1013F-HRTimeline
Trek Financial, LLC6,646$622K0.05%new13F-HRTimeline
GUIDANCE CAPITAL, INC6,695$621K0.19%-16813F-HRTimeline
SYNTAX RESEARCH, INC.6,612$619K0.43%+5,39313F-HRTimeline
WADDELL & ASSOCIATES, LLC6,612$619K0.08%-19313F-HR/ATimeline
JT Stratford LLC6,452$604K0.11%013F-HRTimeline
Radnor Capital Management, LLC6,434$603K0.1%013F-HRTimeline
Savvy Advisors, Inc.6,428$602K0.06%-85013F-HRTimeline
Exchange Bank6,400$599K0.48%-20013F-HRTimeline
Eldridge Investment Advisors, Inc.6,336$593K0.14%-37013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC6,335$593K1.05%new13F-HRTimeline
Belpointe Asset Management LLC6,306$591K0.03%-4113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,289$589K0.15%+13113F-HRTimelineGroup
Stonebridge Financial Planning Group, L…6,252$586K0.27%+213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,248$585K0.01%-96613F-HRTimelineGroup
Sunbelt Securities, Inc.6,241$585K0.05%-4813F-HRTimeline
Brown Financial Advisory6,235$584K0.37%new13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC6,187$579K0.3%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,175$578K0.02%013F-HRTimelineGroup
PARTHENON LLC6,174$578K0.07%+30013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,163$577K<0.01%-53,68413F-HRTimelineGroup
Horan Securities, Inc.6,139$575K0.22%+3,15913F-HRTimeline
PFG Private Wealth Management, LLC6,135$575K0.31%013F-HRTimeline
Meridian Wealth Management, LLC6,115$573K0.03%-14013F-HRTimeline
Pineridge Advisors LLC6,096$571K0.22%+70413F-HRTimeline
Patten Group, Inc.6,093$571K0.13%-48613F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.6,319$568K0.25%+1,45613F-HRTimeline
LifeSteps Financial, Inc.6,035$565K0.46%-413F-HRTimeline
BCS Wealth Management6,027$565K0.15%-1,07813F-HRTimeline
Ridgeline Wealth, LLC6,027$564K0.48%-15313F-HRTimeline
UNITED BANK6,000$562K0.07%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,994$561K0.04%+6013F-HRTimelineGroup
CVA Family Office, LLC5,982$560K0.09%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,967$559K0.15%013F-HRTimeline
Glenview Trust Co5,965$559K0.01%+63413F-HR/ATimeline
Agate Pass Investment Management, LLC5,964$559K0.24%013F-HRTimeline
AdvisorNet Financial, Inc5,935$556K0.04%-1213F-HRTimeline
Wilmington Savings Fund Society, FSB5,888$552K0.01%-1,29913F-HRTimeline
Gibson Capital, LLC5,879$551K0.12%-20113F-HR/ATimeline
MTM FINANCIAL GROUP, LLC5,865$549K0.32%+88313F-HRTimeline
GEM Asset Management, LLC5,866$549K0.31%013F-HRTimeline
Moment Partners, LLC5,855$548K0.11%-22313F-HRTimeline
SFMG, LLC5,838$547K0.04%013F-HRTimeline
Transce3nd, LLC5,818$545K0.24%+8513F-HRTimeline
Arete Wealth Advisors, LLC5,745$538K0.04%-37213F-HRTimeline