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Disclosery

USMV ISHARES TR

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SHS (fund)

1,364 managers (1,379 13F filers) reported a position in USMV shares at 2025-12-31, 178,882,147 shares in all. 79 filers opened a position and 83 filers sold out during the quarter.

Managers
1,364
13F filers
1,379
New
79
Added
426
Reduced
540
Sold out
83
Shares held by filers
178,882,147

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LEAVELL INVESTMENT MANAGEMENT, INC.11,055$1.04M0.04%+42313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,051$1.04M0.12%-2,42813F-HRTimeline
Dorsey & Whitney Trust CO LLC10,945$1.03M0.05%+74213F-HRTimeline
Guidance Point Advisors, LLC10,926$1.03M0.24%+713F-HRTimeline
Empowered Funds, LLC10,864$1.02M0.02%new13F-HR/ATimeline
Ausdal Financial Partners, Inc.10,756$1.01M0.05%-4,79813F-HRTimeline
Fort Point Capital Partners LLC10,699$1.01M0.12%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,712$1.01M0.11%-10013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,702$1.01M0.08%+6913F-HRTimeline
Oxinas Partners, LLC10,680$1.01M0.48%+72913F-HRTimeline
Lincoln Capital LLC10,650$1M0.18%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC10,642$1M0.13%+2413F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC10,582$996K0.36%-20013F-HRTimeline
TRUST POINT INC.10,571$995K0.08%013F-HRTimeline
AAF Wealth Management, LLC10,564$995K0.42%+4313F-HRTimeline
Center For Asset Management LLC10,502$989K0.52%-67013F-HRTimeline
Gen-Wealth Partners Inc10,458$985K0.32%+95213F-HRTimeline
Great Diamond Partners, LLC10,363$976K0.19%-41413F-HRTimeline
Arrowroot Family Office, LLC10,334$973K0.35%+3913F-HRTimeline
Sound View Wealth Advisors Group, LLC10,280$968K0.06%-9613F-HRTimeline
Three Magnolias Financial Advisors, LLC10,278$968K0.6%+213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,221$962K<0.01%-11413F-HRTimelineGroup
C2C Wealth Management, LLC10,165$957K0.81%013F-HRTimeline
CIBC WORLD MARKET INC.10,160$957K<0.01%-22513F-HRTimeline
VestGen Advisors, LLC10,160$957K0.04%-39,78313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION10,091$950K0.08%-30513F-HRTimeline
Wealthspire Advisors, LLC10,075$949K0.01%+3,33113F-HRTimeline
Berkshire Money Management, Inc.10,062$947K0.09%-49,37313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,055$947K0.75%-30013F-HRTimeline
ProVise Management Group, LLC10,003$942K0.07%+23513F-HRTimeline
DRAVO BAY LLC9,947$937K0.39%+30513F-HRTimeline
Raab & Moskowitz Asset Management LLC9,942$936K0.2%+4,25313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,891$931K0.02%+2,35813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,890$931K0.13%013F-HRTimelineGroup
Sage Mountain Advisors LLC9,872$930K0.05%-8,17513F-HRTimeline
KOM Wealth Management Group, LLC9,811$924K0.65%+6213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,658$909K0.01%+22713F-HRTimelineGroup
Wealthfront Advisers LLC9,537$898K<0.01%+78213F-HRTimeline
Opes Wealth Management LLC9,429$888K0.15%-46513F-HRTimeline
PTM WEALTH MANAGEMENT, LLC9,390$883K0.5%-8013F-HRTimeline
Northwest Financial Advisors9,361$881K1.81%-12613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,333$879K0.01%-88913F-HRTimeline
Sachetta, LLC9,223$868K0.48%-8,13713F-HRTimeline
Prosperity Consulting Group, LLC9,220$868K0.04%013F-HRTimeline
WEDBUSH SECURITIES INC9,210$867K0.03%+40013F-HRTimeline
DAVENPORT & Co LLC9,145$861K<0.01%+613F-HRTimeline
O'Brien Wealth Partners LLC9,119$859K0.11%-1,07113F-HRTimeline
High Falls Advisors, Inc9,112$858K0.17%-67013F-HRTimeline
Sovran Advisors, LLC9,072$858K0.07%+16613F-HRTimeline
Fiduciary Group, LLC9,061$853K0.07%013F-HRTimeline
Chatterton & Associates Inc.9,040$851K0.73%13F-HRTimeline
StrongBox Wealth, LLC8,992$847K0.28%+15013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,989$846K0.03%+5813F-HRTimeline
Trek Financial, LLC8,970$845K0.05%+76413F-HRTimeline
Krilogy Financial LLC8,834$844K0.03%-24313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,928$841K0.05%-28413F-HRTimelineGroup
Maridea Wealth Management LLC8,877$836K0.13%-15,38513F-HRTimeline
Security Financial Services, INC.8,876$836K0.13%-4713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,758$825K<0.01%-14813F-HRTimelineGroup
Schrum Private Wealth Management LLC8,735$822K0.61%-65913F-HRTimeline
First Business Financial Services, Inc.8,694$819K0.08%013F-HRTimeline
Moran Wealth Management, LLC8,683$818K0.03%new13F-HRTimeline
Sensible Money, LLC8,678$817K0.26%-16113F-HRTimeline
Midwest Financial Group LLC8,669$816K0.36%+1513F-HRTimeline
First Citizens Financial Corp8,637$813K0.4%-9913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,618$811K0.08%013F-HRTimeline
LongView Wealth Management8,428$800K0.19%-1,69513F-HRTimeline
Granite Bay Wealth Management, LLC8,472$798K0.19%+1,65213F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding8,442$795K-212Timeline
WEST MICHIGAN ADVISORS, LLC8,441$795K0.18%+1213F-HRTimeline
Financial Sense Advisors, Inc.8,431$794K0.15%+2513F-HRTimeline
Brown Financial Advisory8,412$792K0.4%013F-HRTimeline
Stonebrook Private Inc.8,400$791K0.17%+34513F-HRTimeline
Tradewinds, LLC.8,375$789K0.19%013F-HRTimeline
Bryant Woods Investment Advisors, LLC8,341$785K0.3%-5513F-HRTimeline
Asset Dedication, LLC8,328$784K0.05%-16113F-HRTimeline
Everhart Financial Group, Inc.8,327$784K0.07%+2813F-HRTimeline
Advisors Capital Management, LLC8,324$784K0.01%+5,72913F-HRTimeline
Richmond Investment Services, LLC8,290$781K0.13%-1,77413F-HRTimeline
UPTICK PARTNERS, LLC8,253$777K0.17%-78113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC8,168$769K0.24%-10413F-HRTimeline
PKS Advisory Services, LLC8,163$769K0.18%-1,96113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,136$766K<0.01%-3,56913F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,087$761K<0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC7,978$757K0.02%-6,60313F-HRTimeline
Apeiron RIA LLC7,988$757K0.15%-3,38313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,028$756K0.03%-45613F-HRTimelineGroup
Integrated Capital Management, LLC8,026$756K0.32%-4713F-HRTimeline
AIMZ Investment Advisors, LLC8,024$756K0.22%013F-HRTimeline
Brookwood Investment Group LLC8,010$754K0.09%+14813F-HRTimeline
Prasad Wealth Partners, LLC8,006$754K0.2%-29013F-HRTimeline
WFA of San Diego, LLC7,999$753K0.55%+63613F-HRTimeline
Investment Partners Asset Management, I…7,962$750K0.47%+15713F-HRTimeline
Beacon Financial Advisory LLC7,947$748K0.17%-2,03013F-HRTimeline
MBE Wealth Management, LLC7,918$746K0.31%+113F-HRTimeline
Cassaday & Co Wealth Management LLC7,866$741K0.02%013F-HRTimeline
EdgeRock Capital LLC7,846$739K0.2%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …7,843$738K0.02%-139,66513F-HR/ATimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC7,837$738K0.06%+93613F-HRTimeline
Illumine Investment Management, LLC7,822$737K0.54%013F-HRTimeline
Alta Wealth Advisors LLC7,735$728K0.24%+22013F-HRTimeline
Greater Midwest Financial Group, LLC7,711$726K0.41%+3113F-HRTimeline
Cypress Wealth Services, LLC7,635$719K0.1%-8,36813F-HRTimeline
PDS Planning, Inc7,627$718K0.05%+3113F-HRTimeline
LS Investment Advisors, LLC7,601$716K0.1%-21413F-HRTimeline
JB Capital LLC7,576$713K0.03%+53713F-HRTimeline
HORAN Wealth, LLC7,559$712K0.11%+7113F-HRTimeline
Veery Capital, LLC7,534$709K0.22%013F-HRTimeline
Intrua Financial, LLC7,520$708K0.08%-4,66213F-HRTimeline
CENTRAL TRUST Co7,514$708K0.01%013F-HRTimeline
E&G Advisors, LLC7,514$708K0.16%-20013F-HRTimeline
CLG LLC7,496$706K0.18%-1,15513F-HRTimeline
Sterling Group Wealth Management, LLC7,485$705K0.34%013F-HRTimeline
FRG Family Wealth Advisors LLC7,475$704K0.11%-81013F-HRTimeline
BostonPremier Wealth LLC7,465$703K0.36%-97013F-HRTimeline
JGP Wealth Management, LLC7,450$701K0.07%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,450$701K<0.01%-213F-HRTimelineGroup
Twelve Points Wealth Management LLC7,408$701K0.16%-13213F-HRTimeline
United Advisor Group, LLC7,401$697K0.09%-1,02213F-HRTimeline
Polaris Investment Advisors, LLC7,375$694K0.5%13F-HRTimeline
Midwest Trust Co7,370$694K0.01%+52313F-HRTimeline
WBH ADVISORY INC7,361$693K0.05%-2,10213F-HRTimeline
Post Resch Tallon Group Inc.7,358$693K0.59%+10013F-HRTimeline
POTENTIA WEALTH7,330$690K0.25%-1313F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.7,285$686K0.24%+4613F-HRTimeline
Avidian Wealth Enterprises, LLC7,276$685K0.02%+9813F-HRTimeline
Quadrant Private Wealth Management, LLC7,270$685K0.11%-28713F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…7,256$683K0.2%013F-HRTimeline
Bouchey Financial Group, Ltd.7,193$677K0.05%013F-HRTimeline
Sovereign Financial Group, Inc.7,149$673K0.12%-24513F-HRTimeline
Stonehearth Capital Management, LLC7,141$672K0.25%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,134$672K0.07%-24313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC7,094$668K0.21%-1,26913F-HRTimeline
waypoint wealth counsel7,049$664K0.24%+2713F-HRTimeline
Ewing Morris & Co. Investment Partners …6,930$661K0.29%+93013F-HRTimeline
Signal Advisors Wealth, LLC7,014$660K0.05%-3,69913F-HRTimeline
ONE Advisory Partners, LLC6,991$658K0.2%-84913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …6,963$656K0.01%-12,34713F-HRTimelineGroup
Heck Capital Advisors, LLC6,937$653K0.05%-39113F-HRTimeline
Garde Capital, Inc.6,929$652K0.04%-35313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD6,881$648K0.03%+7713F-HRTimeline
NOTTINGHAM ADVISORS, INC.6,871$647K0.09%-23013F-HRTimeline
W ADVISORS, LLC6,864$646K0.33%-85113F-HRTimeline
Aventus Investment Advisors, Inc.6,859$646K0.52%-5813F-HRTimeline
Professional Financial Advisors, LLC6,857$646K0.13%+2013F-HRTimeline
WESPAC Advisors SoCal, LLC6,826$643K0.13%new13F-HRTimeline
Mission Creek Capital Partners, Inc.6,793$640K0.13%new13F-HRTimeline
Yukon Wealth Management, Inc.6,715$639K0.37%-61913F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,760$637K0.05%-52513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC6,751$636K0.2%+4,01113F-HRTimeline
LiftPoint Family Wealth Advisors LLC6,749$635K0.54%13F-HRTimeline
PATTEN & PATTEN INC/TN6,747$635K0.04%-2513F-HRTimeline
Wealthspire Retirement, LLC6,743$635K0.04%013F-HRTimeline
Cambria Investment Management, L.P.6,671$628K0.04%new13F-HRTimeline
Simplicity Wealth,LLC6,671$628K0.04%-76413F-HRTimeline
Advisory Advocates, LLC6,607$622K0.62%13F-HRTimeline
Vertex Planning Partners, LLC6,559$618K0.14%-50013F-HRTimeline
JT Stratford LLC6,532$615K0.08%013F-HRTimeline
Stonebridge Financial Planning Group, L…6,530$615K0.22%013F-HRTimeline
Austin Private Wealth, LLC6,528$615K0.05%+69913F-HRTimeline
Horizon Wealth Management, LLC6,506$613K0.1%+2513F-HRTimeline
Belpointe Asset Management LLC6,493$611K0.02%+12313F-HRTimeline
WADDELL & ASSOCIATES, LLC6,470$609K0.04%013F-HRTimeline
MTM FINANCIAL GROUP, LLC6,452$608K0.29%-78613F-HRTimeline
Cornell Pochily Investment Advisors, In…6,446$607K0.18%+1013F-HRTimeline
Radnor Capital Management, LLC6,434$606K0.09%013F-HRTimeline
FF Advisors,LLC6,424$605K0.27%+3013F-HRTimeline
Tennessee Valley Asset Management Partn…6,333$596K0.08%+36813F-HRTimeline
Clear Point Advisors Inc.6,321$595K0.46%-62713F-HRTimeline
Exchange Bank6,300$593K0.41%013F-HRTimeline
4J Wealth Management LLC6,275$591K0.34%-2513F-HRTimeline
GatePass Capital, LLC6,249$588K0.3%-113F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC6,187$583K0.32%013F-HRTimeline
Sunbelt Securities, Inc.6,180$582K0.04%+1313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,175$581K0.01%013F-HRTimelineGroup
PARTHENON LLC6,174$581K0.06%013F-HRTimeline
Meridian Wealth Management, LLC6,143$578K0.02%+3813F-HRTimeline
Venturi Wealth Management, LLC6,123$577K0.03%+113F-HRTimeline
WEALTH ALLIANCE, LLC6,122$576K0.06%+24913F-HRTimeline
PFG Private Wealth Management, LLC6,119$576K0.25%new13F-HRTimeline
HEADINVEST, LLC6,111$575K0.11%-89513F-HRTimeline
Relyea Zuckerberg Hanson LLC6,076$572K0.06%+2413F-HRTimeline
UNITED BANK6,000$565K0.07%013F-HRTimeline
CVA Family Office, LLC5,982$563K0.06%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,981$563K0.02%013F-HRTimeline
WEBSTER BANK, N. A.5,978$563K0.05%-8913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,968$559K0.09%-19513F-HRTimeline
SFMG, LLC5,923$558K0.04%-6213F-HRTimeline
LifeSteps Financial, Inc.5,923$558K0.36%-11213F-HRTimeline
GEM Asset Management, LLC5,866$552K0.25%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,856$551K0.09%13F-HRTimeline
Agate Pass Investment Management, LLC5,832$549K0.2%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,822$548K0.46%-2,77813F-HRTimeline
Eldridge Investment Advisors, Inc.5,811$547K0.12%+10013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,808$547K0.02%-44013F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC5,807$547K0.28%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,770$543K0.43%13F-HRTimeline
Valeo Financial Advisors, LLC5,768$543K0.01%+1,10013F-HRTimeline
DARA CAPITAL US, INC.5,749$542K0.48%13F-HRTimeline
Altus Wealth Group LLC5,751$542K0.22%-98513F-HRTimeline