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Disclosery

USMV ISHARES TR

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SHS (fund)

1,293 managers (1,307 13F filers) reported a position in USMV shares at 2025-09-30, 179,751,376 shares in all. 76 filers opened a position and 68 filers sold out during the quarter.

Managers
1,293
13F filers
1,307
New
76
Added
408
Reduced
554
Sold out
68
Shares held by filers
179,751,376

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Snider Financial Group10,392$989K0.27%+22813F-HRTimeline
CIBC WORLD MARKET INC.10,385$988K<0.01%+80813F-HRTimeline
Sound View Wealth Advisors Group, LLC10,376$987K0.07%+313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,355$985K0.79%-22513F-HRTimeline
Independence Asset Advisors, LLC10,336$983K0.42%+2513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,335$983K<0.01%+2,92313F-HRTimelineGroup
Arrowroot Family Office, LLC10,295$979K0.39%+7013F-HRTimeline
Three Magnolias Financial Advisors, LLC10,276$978K0.61%-10213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,222$973K0.01%-73613F-HRTimeline
Dorsey & Whitney Trust CO LLC10,203$971K0.05%013F-HRTimeline
O'Brien Wealth Partners LLC10,190$969K0.13%013F-HRTimeline
C2C Wealth Management, LLC10,165$967K0.83%013F-HRTimeline
PKS Advisory Services, LLC10,124$963K0.2%-4113F-HRTimeline
LongView Wealth Management10,123$963K0.26%-97613F-HRTimeline
Richmond Investment Services, LLC10,064$958K0.18%+85413F-HRTimeline
Soltis Investment Advisors LLC10,059$957K0.07%-3313F-HRTimeline
Beacon Financial Advisory LLC9,977$949K0.22%-6913F-HRTimeline
Oxinas Partners, LLC9,951$947K0.51%-81013F-HRTimeline
Opes Wealth Management LLC9,894$941K0.17%-1,24913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,890$941K0.15%-13513F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC9,863$938K0.65%-113F-HRTimeline
High Falls Advisors, Inc9,782$931K0.19%-77713F-HRTimeline
ProVise Management Group, LLC9,768$929K0.07%+2813F-HRTimeline
KOM Wealth Management Group, LLC9,749$928K0.7%+3413F-HRTimeline
Creekmur Asset Management LLC9,738$926K0.15%-8313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD9,652$918K0.01%013F-HRTimelineGroup
DRAVO BAY LLC9,642$917K0.41%+69713F-HRTimeline
Gen-Wealth Partners Inc9,506$904K0.31%+2,12513F-HRTimeline
Northwest Financial Advisors9,487$903K1.16%-19413F-HRTimeline
PTM WEALTH MANAGEMENT, LLC9,470$900K0.54%-3813F-HRTimeline
WBH ADVISORY INC9,463$900K0.07%-85913F-HRTimeline
WIN ADVISORS, INC9,450$899K0.44%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,431$897K0.01%+31513F-HRTimelineGroup
Schrum Private Wealth Management LLC9,394$894K0.66%-1113F-HRTimeline
Old North State Trust, LLC9,334$888K0.54%-1,53013F-HRTimeline
Prosperity Consulting Group, LLC9,220$877K0.04%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,212$876K0.05%+2,46013F-HRTimelineGroup
DAVENPORT & Co LLC9,139$870K<0.01%-42113F-HRTimeline
Fiduciary Group, LLC9,061$862K0.08%+48213F-HRTimeline
Institute for Wealth Management, LLC.9,036$860K0.09%-2,07813F-HRTimeline
UPTICK PARTNERS, LLC9,034$860K0.23%-1,08613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,931$850K0.03%+43013F-HRTimeline
Security Financial Services, INC.8,923$849K0.14%-1,25013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,906$847K<0.01%+1,06113F-HRTimelineGroup
Krilogy Financial LLC9,077$844K0.03%new13F-HRTimeline
StrongBox Wealth, LLC8,842$841K0.28%+43513F-HRTimeline
Sensible Money, LLC8,839$841K0.29%013F-HRTimeline
WEDBUSH SECURITIES INC8,810$838K0.03%+88513F-HRTimeline
Wealthfront Advisers LLC8,755$833K<0.01%-1,07613F-HRTimeline
First Citizens Financial Corp8,736$831K0.41%-20213F-HRTimeline
Sovran Advisors, LLC8,906$830K0.07%-3,21213F-HRTimeline
First Business Financial Services, Inc.8,694$827K0.08%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding8,654$823K-3,094Timeline
Midwest Financial Group LLC8,654$823K0.39%-9013F-HRTimeline
CLG LLC8,651$823K0.22%+1213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,618$820K0.1%-813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC8,600$818K0.67%-41813F-HRTimeline
Consolidated Portfolio Review Corp8,531$812K0.1%+39413F-HRTimeline
Asset Dedication, LLC8,489$808K0.05%-87513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,484$807K0.04%+99613F-HRTimelineGroup
BostonPremier Wealth LLC8,435$803K0.4%+1113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC8,429$802K0.19%+1213F-HRTimeline
United Advisor Group, LLC8,423$801K0.11%-7013F-HRTimeline
Brown Financial Advisory8,412$800K0.42%013F-HRTimeline
Financial Sense Advisors, Inc.8,406$800K0.15%-21913F-HRTimeline
Crossmark Global Holdings, Inc.8,405$800K0.01%013F-HRTimeline
Bryant Woods Investment Advisors, LLC8,396$799K0.31%+413F-HRTimeline
Tradewinds, LLC.8,375$797K0.19%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC8,363$796K0.26%-61913F-HRTimeline
Everhart Financial Group, Inc.8,299$790K0.08%+44113F-HRTimeline
Prasad Wealth Partners, LLC8,296$789K0.22%-213F-HRTimeline
FRG Family Wealth Advisors LLC8,285$788K0.13%-2,07013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC8,272$787K0.33%-7213F-HRTimeline
Trek Financial, LLC8,206$781K0.05%+68213F-HRTimeline
IEQ CAPITAL, LLC8,162$777K<0.01%+3,53513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,087$769K<0.01%013F-HRTimelineGroup
Stonebrook Private Inc.8,055$766K0.17%+14113F-HRTimeline
Integrated Capital Management, LLC8,073$766K0.34%-1413F-HRTimeline
AIMZ Investment Advisors, LLC8,024$763K0.24%013F-HRTimeline
MBE Wealth Management, LLC7,917$753K0.33%+113F-HRTimeline
Cassaday & Co Wealth Management LLC7,866$748K0.02%013F-HRTimeline
Brookwood Investment Group LLC7,862$748K0.1%-2913F-HRTimeline
EdgeRock Capital LLC7,846$746K0.21%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,835$745K0.06%+27813F-HRTimeline
Illumine Investment Management, LLC7,822$744K0.53%013F-HRTimeline
LS Investment Advisors, LLC7,815$744K0.1%+613F-HRTimeline
Investment Partners Asset Management, I…7,805$743K0.49%-1,92513F-HRTimeline
Kovack Advisors, Inc.7,798$742K0.07%-19613F-HRTimeline
ONE Advisory Partners, LLC7,840$739K0.23%-1,32913F-HRTimeline
W ADVISORS, LLC7,715$734K0.39%-20813F-HRTimeline
E&G Advisors, LLC7,714$734K0.17%013F-HRTimeline
Greater Midwest Financial Group, LLC7,680$731K0.47%+3013F-HRTimeline
PDS Planning, Inc7,596$723K0.05%+3013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,574$721K<0.01%-3,75213F-HRTimelineGroup
Quadrant Private Wealth Management, LLC7,557$719K0.13%-1513F-HRTimeline
Twelve Points Wealth Management LLC7,540$717K0.18%013F-HRTimeline
Veery Capital, LLC7,534$717K0.23%-113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,533$717K0.01%-34113F-HRTimeline
Alta Wealth Advisors LLC7,515$715K0.26%+913F-HRTimeline
CENTRAL TRUST Co7,514$715K0.01%-12613F-HRTimeline
HORAN Wealth, LLC7,488$712K0.11%new13F-HRTimeline
Sterling Group Wealth Management, LLC7,485$712K0.35%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,452$709K<0.01%-4,71713F-HRTimelineGroup
Simplicity Wealth,LLC7,435$707K0.04%-22,42013F-HRTimeline
Sovereign Financial Group, Inc.7,394$703K0.13%-4613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,377$702K0.07%013F-HRTimeline
WFA of San Diego, LLC7,363$701K0.48%+67913F-HRTimeline
POTENTIA WEALTH7,343$699K0.27%+1313F-HRTimeline
Yukon Wealth Management, Inc.7,334$698K0.23%-21013F-HRTimeline
Heck Capital Advisors, LLC7,328$697K0.05%-3,71813F-HRTimeline
CIDEL ASSET MANAGEMENT INC7,285$693K0.04%013F-HRTimeline
Garde Capital, Inc.7,282$693K0.03%-1,06813F-HRTimeline
Post Resch Tallon Group Inc.7,258$690K0.61%+47013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…7,256$690K0.2%-4413F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.7,239$689K0.25%+2513F-HRTimeline
MTM FINANCIAL GROUP, LLC7,238$689K0.34%-60713F-HRTimeline
Bouchey Financial Group, Ltd.7,193$684K0.05%+3613F-HRTimeline
Avidian Wealth Enterprises, LLC7,178$683K0.03%-22413F-HRTimeline
Stonehearth Capital Management, LLC7,141$679K0.26%013F-HRTimeline
XY Planning Network, Inc.7,226$678K0.23%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.7,101$676K0.09%-19013F-HRTimeline
Vertex Planning Partners, LLC7,059$672K0.13%+73713F-HRTimeline
JB Capital LLC7,039$670K0.03%+1,17713F-HRTimeline
waypoint wealth counsel7,022$668K0.26%+2613F-HRTimeline
HEADINVEST, LLC7,006$667K0.14%013F-HRTimeline
Clear Point Advisors Inc.6,948$661K0.51%+1413F-HRTimeline
Aventus Investment Advisors, Inc.6,917$658K0.56%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC6,901$657K0.06%-1013F-HRTimeline
Midwest Trust Co6,847$651K0.01%-96713F-HRTimeline
Professional Financial Advisors, LLC6,837$651K0.14%+1813F-HRTimeline
Granite Bay Wealth Management, LLC6,820$649K0.17%+2,65613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD6,804$647K0.03%-1,48413F-HRTimeline
PATTEN & PATTEN INC/TN6,772$644K0.04%+4,61313F-HRTimeline
Wealthspire Advisors, LLC6,744$642K<0.01%-51213F-HRTimeline
Wealthspire Retirement, LLC6,743$642K0.04%+1613F-HR/ATimeline
Altus Wealth Group LLC6,736$641K0.26%-9113F-HRTimeline
JFS WEALTH ADVISORS, LLC6,726$640K0.04%+33613F-HRTimeline
JT Stratford LLC6,532$621K0.08%+8013F-HRTimeline
Stonebridge Financial Planning Group, L…6,530$621K0.23%+88013F-HRTimeline
Horizon Wealth Management, LLC6,481$617K0.09%-28913F-HRTimeline
WADDELL & ASSOCIATES, LLC6,470$616K0.05%013F-HRTimeline
Cornell Pochily Investment Advisors, In…6,436$612K0.18%-65613F-HRTimeline
Radnor Capital Management, LLC6,434$612K0.09%013F-HRTimeline
FF Advisors,LLC6,394$608K0.29%-1,28413F-HRTimeline
Pineridge Advisors LLC6,390$608K0.17%-12513F-HRTimeline
Belpointe Asset Management LLC6,370$606K0.02%-313F-HRTimeline
Avalon Trust Co6,350$604K0.04%013F-HRTimeline
4J Wealth Management LLC6,300$599K0.35%-45013F-HRTimeline
Exchange Bank6,300$599K0.42%013F-HRTimeline
Stillwater Wealth Management Group6,285$598K0.42%13F-HRTimeline
Lifeworks Advisors, LLC6,259$596K0.08%-11313F-HRTimeline
Mainstream Capital Management LLC6,258$595K0.4%-34413F-HRTimeline
Castle Rock Wealth Management, LLC6,274$595K0.13%-6713F-HRTimeline
GatePass Capital, LLC6,250$595K0.34%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,248$594K0.02%-30113F-HRTimelineGroup
New Century Financial Group, LLC6,228$593K1.05%-6,54413F-HRTimeline
Grandview Asset Management LLC6,200$590K0.17%-5,92413F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC6,187$589K0.27%013F-HRTimeline
GUIDANCE CAPITAL, INC6,226$588K0.15%-38813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,175$587K0.02%013F-HRTimelineGroup
PARTHENON LLC6,174$587K0.07%013F-HRTimeline
Sunbelt Securities, Inc.6,167$587K0.04%-12213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC6,163$586K0.1%+1713F-HRTimeline
EQ LLC6,143$584K0.2%-75913F-HRTimeline
Venturi Wealth Management, LLC6,122$582K0.03%+11113F-HRTimeline
KM Capital Management Ltd.6,110$581K0.27%-4,27413F-HRTimeline
Meridian Wealth Management, LLC6,105$581K0.02%-313F-HRTimeline
WEBSTER BANK, N. A.6,067$577K0.06%+18013F-HRTimeline
Relyea Zuckerberg Hanson LLC6,052$576K0.06%+2313F-HRTimeline
LifeSteps Financial, Inc.6,035$574K0.37%013F-HRTimeline
UNITED BANK6,000$571K0.07%013F-HRTimeline
Ewing Morris & Co. Investment Partners …6,000$571K0.24%+40013F-HRTimeline
SFMG, LLC5,985$569K0.04%+6213F-HRTimeline
CVA Family Office, LLC5,982$569K0.07%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,981$569K0.02%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,967$568K0.14%013F-HRTimeline
Tennessee Valley Asset Management Partn…5,965$568K0.08%new13F-HRTimeline
Patten Group, Inc.5,886$560K0.11%-22513F-HRTimeline
FINANCIAL LIFE ADVISORS5,883$560K0.18%-43513F-HRTimeline
Gibson Capital, LLC5,879$559K0.1%013F-HRTimeline
WEALTH ALLIANCE, LLC5,873$559K0.06%+53813F-HRTimeline
GEM Asset Management, LLC5,866$559K0.26%013F-HRTimeline
KERR FINANCIAL PLANNING Corp5,914$558K0.79%13F-HR/ATimeline
Agate Pass Investment Management, LLC5,832$555K0.21%013F-HRTimeline
Austin Private Wealth, LLC5,829$555K0.04%+26913F-HRTimeline
Barnes Wealth Management Group, Inc5,822$554K0.3%+58713F-HRTimeline
Glenview Trust Co5,792$551K0.01%-59813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,736$546K<0.01%+1,62413F-HR/ATimelineGroup
Kingsman Wealth Management, Inc.5,734$546K0.3%+2213F-HRTimeline
Eldridge Investment Advisors, Inc.5,711$543K0.12%-62513F-HRTimeline
Raab & Moskowitz Asset Management LLC5,689$541K0.12%+2,65813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,689$541K0.34%-1513F-HRTimeline
Balance Wealth Partners LLC5,665$539K0.13%+1,70513F-HRTimeline
Brady Martz Wealth Solutions, LLC5,664$539K0.1%013F-HRTimeline
New Hampshire Trust5,645$537K0.1%013F-HRTimeline
Joel Adams & Associates, Inc.5,619$535K0.43%-35813F-HRTimeline
Glass Jacobson Investment Advisors llc5,610$534K0.19%-1313F-HRTimeline
New Republic Capital, LLC5,601$533K0.16%-3213F-HRTimeline
Gallacher Capital Management LLC5,601$533K0.21%+113F-HRTimeline
Keystone Financial Group, Inc.5,598$533K0.3%+813F-HRTimeline