Skip to content
Disclosery

USMV ISHARES TR

Follow

SHS (fund)

1,290 managers (1,302 13F filers) reported a position in USMV shares at 2025-06-30, 180,894,166 shares in all. 72 filers opened a position and 74 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
72
Added
450
Reduced
527
Sold out
74
Shares held by filers
180,894,166

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Certus Wealth Management, LLC11,303$1.06M0.68%+82713F-HRTimeline
Opes Wealth Management LLC11,143$1.05M0.19%-10613F-HRTimeline
Great Diamond Partners, LLC11,143$1.05M0.22%-45013F-HRTimeline
Institute for Wealth Management, LLC.11,114$1.04M0.12%-46,98213F-HRTimeline
LongView Wealth Management11,099$1.04M0.32%+8513F-HRTimeline
Heck Capital Advisors, LLC11,046$1.04M0.09%+5,65813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,958$1.03M0.01%-9013F-HRTimeline
Old North State Trust, LLC10,864$1.02M0.7%+1,45913F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,812$1.01M0.12%-513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC10,782$1.01M0.45%-4713F-HRTimeline
J HAGAN CAPITAL, INC.10,872$1.01M0.68%new13F-HRTimeline
Oxinas Partners, LLC10,761$1.01M0.52%+68613F-HRTimeline
NOVUS ADVISORS, LLC10,679$1M1.53%-3,94713F-HRTimeline
Lincoln Capital LLC10,650$1000K0.19%-113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,637$998K0.16%new13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,580$993K0.86%-26013F-HRTimeline
TRUST POINT INC.10,571$992K0.09%+17213F-HRTimeline
High Falls Advisors, Inc10,559$991K0.22%+66813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,408$977K0.08%-5113F-HRTimeline
KM Capital Management Ltd.10,384$975K0.48%-5,39013F-HRTimeline
Three Magnolias Financial Advisors, LLC10,378$974K0.68%+313F-HRTimeline
Sound View Wealth Advisors Group, LLC10,373$974K0.07%-12713F-HRTimeline
FRG Family Wealth Advisors LLC10,355$972K0.17%013F-HRTimeline
WBH ADVISORY INC10,322$969K0.08%+24613F-HRTimeline
Independence Asset Advisors, LLC10,311$968K0.6%+2413F-HRTimeline
Arrowroot Family Office, LLC10,225$960K0.43%13F-HRTimeline
Dorsey & Whitney Trust CO LLC10,203$958K0.05%-3,11213F-HRTimeline
O'Brien Wealth Partners LLC10,190$957K0.15%013F-HRTimeline
NorthCrest Asset Manangement, LLC10,147$955K0.03%+1,88713F-HRTimeline
Security Financial Services, INC.10,173$955K0.17%+57413F-HRTimeline
C2C Wealth Management, LLC10,165$954K0.86%-30013F-HRTimeline
Snider Financial Group10,164$954K0.28%+45913F-HRTimeline
UPTICK PARTNERS, LLC10,120$950K0.27%+56313F-HRTimeline
Soltis Investment Advisors LLC10,092$947K0.07%+90513F-HRTimeline
Beacon Financial Advisory LLC10,046$943K0.24%+12813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…10,025$941K0.16%013F-HR/ATimelineGroup
ACCREDITED INVESTOR SERVICES, LLC9,864$926K0.7%-26213F-HRTimeline
Wealthfront Advisers LLC9,831$923K<0.01%+3,12813F-HRTimeline
Creekmur Asset Management LLC9,821$922K0.16%-69013F-HRTimeline
ProVise Management Group, LLC9,740$914K0.07%+35713F-HRTimeline
Investment Partners Asset Management, I…9,730$913K0.64%+60513F-HRTimeline
KOM Wealth Management Group, LLC9,715$912K0.72%+913F-HRTimeline
Northwest Financial Advisors9,681$909K1.27%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD9,652$906K0.01%013F-HRTimelineGroup
SCS Capital Management LLC9,577$899K0.01%+5,79013F-HRTimeline
CIBC WORLD MARKET INC.9,577$899K<0.01%+1,07713F-HRTimeline
DAVENPORT & Co LLC9,560$897K<0.01%+5,16513F-HRTimeline
PTM WEALTH MANAGEMENT, LLC9,508$895K0.59%+3413F-HRTimeline
Schrum Private Wealth Management LLC9,405$883K0.71%+13113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,394$882K<0.01%+27613F-HRTimelineGroup
Asset Dedication, LLC9,364$879K0.06%+87513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,334$876K0.04%+1,47813F-HRTimeline
Richmond Investment Services, LLC9,210$864K0.18%+4,47313F-HRTimeline
ONE Advisory Partners, LLC9,169$862K0.29%+22113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,116$856K0.01%+2,86813F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC9,018$847K0.68%-84413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC8,982$843K0.31%-37713F-HRTimeline
DRAVO BAY LLC8,945$840K0.41%+28913F-HRTimeline
First Citizens Financial Corp8,938$839K0.46%+21313F-HRTimeline
Sensible Money, LLC8,839$830K0.31%013F-HRTimeline
Midwest Financial Group LLC8,744$821K0.43%-8713F-HRTimeline
First Business Financial Services, Inc.8,694$816K0.07%013F-HRTimeline
CLG LLC8,639$811K0.25%+1013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,626$810K0.11%+75813F-HRTimeline
Financial Sense Advisors, Inc.8,625$810K0.2%-45513F-HRTimeline
Fiduciary Group, LLC8,579$805K0.08%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,501$798K0.03%-2913F-HRTimeline
United Advisor Group, LLC8,493$797K0.14%+4,68013F-HRTimeline
Smart Money Group LLC8,474$795K0.25%-95713F-HRTimeline
BostonPremier Wealth LLC8,424$791K0.44%-25913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC8,417$790K0.22%+29213F-HRTimeline
Brown Financial Advisory8,412$790K0.44%+2,17713F-HRTimeline
StrongBox Wealth, LLC8,407$789K0.3%+53213F-HRTimeline
Crossmark Global Holdings, Inc.8,405$789K0.01%013F-HRTimeline
Bryant Woods Investment Advisors, LLC8,392$788K0.34%-5213F-HRTimeline
Garde Capital, Inc.8,350$784K0.04%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC8,344$783K0.37%-77913F-HRTimeline
Prasad Wealth Partners, LLC8,298$779K0.23%-81413F-HRTimeline
GW HENSSLER & ASSOCIATES LTD8,288$778K0.04%-9013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC8,245$774K0.39%-30213F-HRTimeline
Pinnacle Family Advisors, LLC8,196$765K0.37%-2,06113F-HRTimeline
Consolidated Portfolio Review Corp8,137$764K0.11%+41513F-HRTimeline
Wagner Wealth Management, LLC8,105$761K0.17%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,087$759K<0.01%-41013F-HRTimelineGroup
AIMZ Investment Advisors, LLC8,024$753K0.25%013F-HRTimeline
Integrated Capital Management, LLC8,087$752K0.36%+10713F-HRTimeline
Kovack Advisors, Inc.7,994$750K0.07%-4813F-HRTimeline
WEDBUSH SECURITIES INC7,925$744K0.03%+82713F-HRTimeline
W ADVISORS, LLC7,923$744K0.43%-15913F-HRTimeline
MBE Wealth Management, LLC7,916$743K0.32%-26413F-HRTimeline
Archford Capital Strategies, LLC7,915$743K0.1%-1,87813F-HRTimeline
Stonebrook Private Inc.7,914$743K0.17%+3013F-HRTimeline
Brookwood Investment Group LLC7,891$741K0.12%-24113F-HRTimeline
Savvy Advisors, Inc.7,877$739K0.05%+1,44913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,874$739K0.02%+1913F-HRTimeline
Cassaday & Co Wealth Management LLC7,866$738K0.02%013F-HRTimeline
Everhart Financial Group, Inc.7,858$738K0.09%-1,32213F-HRTimeline
EdgeRock Capital LLC7,846$737K0.23%-2,14013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,845$736K<0.01%+2,20113F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC7,845$736K0.4%+1,98013F-HRTimeline
Illumine Investment Management, LLC7,822$734K0.58%013F-HRTimeline
Midwest Trust Co7,814$734K0.01%13F-HRTimeline
LS Investment Advisors, LLC7,809$733K0.11%+513F-HRTimeline
Optivise Advisory Services LLC7,780$730K0.37%+2,32313F-HRTimeline
E&G Advisors, LLC7,714$724K0.19%-40013F-HRTimeline
FF Advisors,LLC7,678$721K0.37%013F-HRTimeline
Soundwatch Capital LLC1,270$721K0.13%new13F-HRTimeline
Greater Midwest Financial Group, LLC7,650$718K0.55%+2713F-HRTimeline
CENTRAL TRUST Co7,640$717K0.02%-27113F-HRTimeline
Quadrant Private Wealth Management, LLC7,572$711K0.15%+3,86313F-HRTimeline
PDS Planning, Inc7,566$710K0.05%+2613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,557$709K0.06%-31,54013F-HRTimeline
Yukon Wealth Management, Inc.7,544$708K0.25%+813F-HRTimeline
Twelve Points Wealth Management LLC7,540$708K0.19%013F-HRTimeline
Veery Capital, LLC7,535$707K0.24%-213F-HRTimeline
Trek Financial, LLC7,524$706K0.05%+87813F-HRTimeline
Alta Wealth Advisors LLC7,506$705K0.33%+713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,488$703K0.03%-2,50113F-HRTimelineGroup
Sterling Group Wealth Management, LLC7,485$703K0.39%-90013F-HRTimeline
Sovereign Financial Group, Inc.7,440$698K0.14%-4413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,412$696K<0.01%+2,42813F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC7,402$695K0.03%+1613F-HRTimeline
Gen-Wealth Partners Inc7,381$693K0.27%+18613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,377$692K0.08%013F-HRTimeline
POTENTIA WEALTH7,330$688K0.39%013F-HRTimeline
Horan Securities, Inc.7,301$685K0.24%+1,16213F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…7,300$685K0.22%-21013F-HRTimeline
NOTTINGHAM ADVISORS, INC.7,291$684K0.1%-60113F-HRTimeline
CIDEL ASSET MANAGEMENT INC7,285$684K0.04%-42513F-HRTimeline
Wealthspire Advisors, LLC7,256$681K<0.01%-1,84413F-HRTimeline
XY Planning Network, Inc.7,226$678K0.23%+2,60013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.7,214$677K0.27%+89513F-HRTimeline
Bouchey Financial Group, Ltd.7,157$672K0.06%013F-HRTimeline
Stonehearth Capital Management, LLC7,141$670K0.28%013F-HRTimeline
Cornell Pochily Investment Advisors, In…7,092$666K0.22%-7513F-HRTimeline
HEADINVEST, LLC7,006$658K0.14%+10213F-HRTimeline
waypoint wealth counsel6,996$657K0.33%+2413F-HRTimeline
Clear Point Advisors Inc.6,934$651K0.55%+1213F-HRTimeline
Aventus Investment Advisors, Inc.6,917$649K0.58%13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC6,911$649K0.06%+2013F-HRTimeline
EQ LLC6,902$648K0.25%-3,81113F-HRTimeline
Altus Wealth Group LLC6,827$641K0.28%-24513F-HRTimeline
Professional Financial Advisors, LLC6,819$640K0.15%+1613F-HRTimeline
Post Resch Tallon Group Inc.6,788$637K0.61%013F-HRTimeline
Horizon Wealth Management, LLC6,770$635K0.11%-413,33613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,752$634K0.04%+75813F-HRTimelineGroup
4J Wealth Management LLC6,750$634K0.43%-51713F-HRTimeline
Wealthspire Retirement, LLC6,727$631K0.04%-8813F-HRTimeline
Vestmark Advisory Solutions, Inc.6,701$629K0.01%-7,13113F-HRTimeline
J. W. Coons Advisors, LLC6,695$628K0.14%+1013F-HRTimeline
WFA of San Diego, LLC6,684$627K0.46%13F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,665$626K0.02%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,613$621K0.01%+1,61513F-HRTimeline
Mainstream Capital Management LLC6,602$620K0.45%-20113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,567$616K0.05%-2,37813F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,549$615K0.02%-74813F-HRTimelineGroup
Pineridge Advisors LLC6,515$612K0.22%+41913F-HRTimeline
GUIDANCE CAPITAL, INC6,614$611K0.17%-8113F-HRTimeline
Columbus Macro, LLC6,496$610K0.07%-68,74913F-HRTimeline
SYNOVUS FINANCIAL CORP6,477$608K0.01%+91613F-HRTimeline
WADDELL & ASSOCIATES, LLC6,470$607K0.06%-14213F-HRTimeline
JT Stratford LLC6,452$606K0.09%013F-HRTimeline
Radnor Capital Management, LLC6,434$604K0.1%013F-HRTimeline
Glenview Trust Co6,390$600K0.01%+42513F-HRTimeline
JFS WEALTH ADVISORS, LLC6,390$600K0.04%-1,29713F-HRTimeline
Belpointe Asset Management LLC6,373$598K0.02%+6713F-HRTimeline
Lifeworks Advisors, LLC6,372$598K0.09%new13F-HRTimeline
Avalon Trust Co6,350$596K0.04%+2,30013F-HRTimeline
Eldridge Investment Advisors, Inc.6,336$595K0.12%013F-HRTimeline
Vertex Planning Partners, LLC6,322$593K0.12%-52513F-HRTimeline
FINANCIAL LIFE ADVISORS6,318$593K0.2%-5,44313F-HRTimeline
Castle Rock Wealth Management, LLC6,341$591K0.14%-36413F-HRTimeline
Exchange Bank6,300$591K0.47%-10013F-HRTimeline
GatePass Capital, LLC6,250$587K0.39%-70013F-HRTimeline
RWA WEALTH PARTNERS, LLC6,212$583K0.01%-119,74513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC6,187$581K0.31%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,175$580K0.02%013F-HRTimelineGroup
PARTHENON LLC6,174$580K0.07%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC6,146$579K0.1%+1513F-HRTimeline
PFG Private Wealth Management, LLC6,135$576K0.3%013F-HRTimeline
Patten Group, Inc.6,111$574K0.12%+1813F-HRTimeline
Meridian Wealth Management, LLC6,108$573K0.02%-713F-HRTimeline
LifeSteps Financial, Inc.6,035$567K0.39%013F-HRTimeline
Relyea Zuckerberg Hanson LLC6,029$566K0.07%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,017$565K0.16%-27213F-HRTimelineGroup
Venturi Wealth Management, LLC6,011$564K0.03%new13F-HRTimeline
UNITED BANK6,000$563K0.07%013F-HRTimeline
CVA Family Office, LLC5,982$562K0.08%013F-HRTimeline
Joel Adams & Associates, Inc.5,977$561K0.5%-2,17713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,967$560K0.14%013F-HRTimeline
Sunbelt Securities, Inc.6,289$558K0.05%+4813F-HRTimeline
SFMG, LLC5,923$556K0.04%+8513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,904$554K0.16%+63313F-HRTimeline
Wilmington Savings Fund Society, FSB5,895$553K0.01%+713F-HRTimeline
WEBSTER BANK, N. A.5,887$553K0.06%+57013F-HRTimeline
Gibson Capital, LLC5,879$552K0.11%013F-HRTimeline
GEM Asset Management, LLC5,866$550K0.28%013F-HRTimeline
JB Capital LLC5,862$550K0.03%+3,09713F-HRTimeline
Agate Pass Investment Management, LLC5,832$547K0.22%-13213F-HRTimeline
Empire Life Investments Inc.5,800$544K0.03%-26,60013F-HRTimeline