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Disclosery

USMV ISHARES TR

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SHS (fund)

1,354 managers (1,371 13F filers) reported a position in USMV shares at 2026-03-31, 172,870,802 shares in all. 92 filers opened a position and 93 filers sold out during the quarter.

Managers
1,354
13F filers
1,371
New
92
Added
417
Reduced
576
Sold out
93
Shares held by filers
172,870,802

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Gen-Wealth Partners Inc10,531$977K0.31%+7313F-HRTimeline
DRAVO BAY LLC10,497$973K0.4%+55013F-HRTimeline
Inscription Capital, LLC10,462$970K0.1%-4,13013F-HRTimeline
Sound View Wealth Advisors Group, LLC10,284$954K0.06%+413F-HRTimeline
Berkshire Money Management, Inc.10,251$951K0.1%+18913F-HRTimeline
Three Magnolias Financial Advisors, LLC10,248$950K0.6%-3013F-HRTimeline
CIBC WORLD MARKET INC.10,222$948K<0.01%+6213F-HRTimeline
Advisor Resource Council10,199$946K0.37%-1,16313F-HRTimeline
C2C Wealth Management, LLC10,165$943K0.8%013F-HRTimeline
Raab & Moskowitz Asset Management LLC10,108$937K0.21%+16613F-HRTimeline
FORM Wealth Advisors, LLC10,031$930K0.11%-10,22213F-HRTimeline
Archer Investment Management, LLC9,955$923K0.39%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC9,907$919K0.32%-67513F-HRTimeline
Federation des caisses Desjardins du Qu…9,885$917K<0.01%+5,21013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,853$914K0.01%+19513F-HRTimelineGroup
KOM Wealth Management Group, LLC9,851$914K0.62%+4013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…9,785$907K0.13%-10513F-HRTimelineGroup
Sovran Advisors, LLC9,535$902K0.07%+46313F-HRTimeline
Trek Financial, LLC9,706$900K0.05%+73613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,700$900K0.08%+77213F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …9,640$894K0.03%+1,79713F-HRTimelineGroup
WEDBUSH SECURITIES INC9,567$887K0.03%+35713F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC9,545$885K0.71%-51013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC9,537$884K0.03%+54813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC9,526$883K0.11%new13F-HRTimeline
Wells Financial Advisors INC9,502$881K4.01%-28,06313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION9,465$878K0.07%-62613F-HRTimeline
PTM WEALTH MANAGEMENT, LLC9,357$874K0.46%-3313F-HRTimeline
DAVENPORT & Co LLC9,406$872K<0.01%+26113F-HRTimeline
TBH Global Asset Management, LLC9,381$870K0.18%-2,81013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,378$870K0.01%+4513F-HRTimeline
Northwest Financial Advisors9,371$869K1.68%+1013F-HRTimeline
First Citizens Financial Corp9,310$863K0.41%+67313F-HRTimeline
Sachetta, LLC9,225$855K0.46%+213F-HRTimeline
Prosperity Consulting Group, LLC9,220$855K0.04%013F-HRTimeline
WealthPlan Investment Management, LLC9,195$853K0.05%+4,49213F-HRTimeline
Mission Creek Capital Partners, Inc.9,113$845K0.17%+2,32013F-HRTimeline
ProVise Management Group, LLC9,083$842K0.06%-92013F-HRTimeline
Fiduciary Group, LLC9,061$840K0.07%013F-HRTimeline
Cassaday & Co Wealth Management LLC9,010$836K0.02%+1,14413F-HRTimeline
Granite Bay Wealth Management, LLC8,949$830K0.18%+47713F-HRTimeline
Opes Wealth Management LLC8,940$829K0.14%-48913F-HRTimeline
Krilogy Financial LLC8,783$829K0.03%-5113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC8,917$828K0.1%-1,72513F-HRTimeline
Edgestream Partners, L.P.8,863$822K0.03%new13F-HRTimeline
LongView Wealth Management8,738$818K0.21%+31013F-HRTimeline
LiftPoint Family Wealth Advisors LLC8,772$814K0.67%+2,02313F-HRTimeline
Everhart Financial Group, Inc.8,751$812K0.07%+42413F-HRTimeline
JB Capital LLC8,721$809K0.03%+1,14513F-HRTimeline
Midwest Financial Group LLC8,703$807K0.34%+3413F-HRTimeline
First Business Financial Services, Inc.8,694$806K0.07%013F-HRTimeline
Sensible Money, LLC8,678$805K0.24%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,637$801K0.08%+1913F-HRTimeline
Schrum Private Wealth Management LLC8,611$799K0.61%-12413F-HRTimeline
Milestones Private Investment Advisors …8,610$798K0.7%-7,77213F-HRTimeline
Stonebrook Private Inc.8,552$793K0.17%+15213F-HRTimeline
StrongBox Wealth, LLC8,507$789K0.25%-48513F-HRTimeline
United Advisor Group, LLC8,466$785K0.1%+1,06513F-HRTimeline
Financial Sense Advisors, Inc.8,456$784K0.16%+2513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding8,442$783K0Timeline
Timothy G. Youngquist 2020 Irrevocable …8,377$777K0.38%new13F-HRTimeline
Asset Dedication, LLC8,370$776K0.05%+4213F-HRTimeline
Florida Trust Wealth Management Co8,358$775K0.02%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,316$771K<0.01%+18013F-HRTimelineGroup
Richmond Investment Services, LLC8,311$771K0.12%+2113F-HRTimeline
Destiny Wealth Partners, LLC8,302$770K0.08%-2,85013F-HRTimeline
Center For Asset Management LLC8,290$769K0.38%-2,21213F-HRTimeline
VestGen Advisors, LLC8,098$765K0.02%-2,06213F-HRTimeline
Prasad Wealth Partners, LLC8,242$764K0.21%+23613F-HRTimeline
Advus Financial Partners, LLC8,232$763K0.29%new13F-HR/ATimeline
Bryant Woods Investment Advisors, LLC8,134$754K0.28%-20713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,087$750K<0.01%013F-HRTimelineGroup
Integrated Capital Management, LLC8,061$748K0.32%+3513F-HRTimeline
AIMZ Investment Advisors, LLC8,024$744K0.23%013F-HRTimeline
Investment Partners Asset Management, I…8,003$742K0.46%+4113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC7,988$741K0.23%-18013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,965$739K0.16%-47613F-HRTimeline
MBE Wealth Management, LLC7,915$734K0.3%-313F-HRTimeline
Post Resch Tallon Group Inc.7,888$731K0.59%+53013F-HRTimeline
Beacon Financial Advisory LLC7,863$729K0.16%-8413F-HRTimeline
EdgeRock Capital LLC7,846$728K0.2%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,835$727K0.05%-24,07213F-HRTimeline
Veery Capital, LLC7,830$726K0.22%+29613F-HRTimeline
Illumine Investment Management, LLC7,822$725K0.56%013F-HRTimeline
UPTICK PARTNERS, LLC7,822$725K0.14%-43113F-HRTimeline
Chicago Partners Investment Group LLC7,678$722K0.02%-30013F-HRTimeline
WFA of San Diego, LLC7,760$720K0.58%-23913F-HRTimeline
PFG Investments, LLC7,744$718K0.03%-13,68013F-HRTimeline
Greater Midwest Financial Group, LLC7,744$718K0.39%+3313F-HRTimeline
Advisors Capital Management, LLC7,703$714K0.01%-62113F-HRTimeline
HORAN Wealth, LLC7,559$712K0.07%013F-HRTimeline
PDS Planning, Inc7,659$710K0.05%+3213F-HRTimeline
Signal Advisors Wealth, LLC7,657$710K0.05%+64313F-HRTimeline
TIAAgroup of 3 filers holding7,642$708K+192Timeline
Triton Financial Group Inc7,506$701K1.22%+3,75313F-HRTimeline
Alta Wealth Advisors LLC7,557$701K0.23%-17813F-HRTimeline
CENTRAL TRUST Co7,514$697K0.01%013F-HRTimeline
E&G Advisors, LLC7,514$697K0.16%013F-HRTimeline
CLG LLC7,503$696K0.17%+713F-HRTimeline
Sterling Group Wealth Management, LLC7,485$694K0.33%013F-HRTimeline
FRG Family Wealth Advisors LLC7,475$693K0.11%013F-HRTimeline
JGP Wealth Management, LLC7,427$689K0.07%-2313F-HRTimeline
Twelve Points Wealth Management LLC7,408$687K0.15%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.7,312$687K0.22%+2713F-HRTimeline
Atlas Private Wealth Advisors7,394$686K0.16%-4,04113F-HRTimeline
POTENTIA WEALTH7,388$685K0.26%+5813F-HRTimeline
Cypress Wealth Services, LLC7,380$684K0.1%-25513F-HRTimeline
LS Investment Advisors, LLC7,332$680K0.1%-26913F-HRTimeline
Bouchey Financial Group, Ltd.7,193$675K0.05%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…7,256$673K0.2%013F-HRTimeline
Ewing Morris & Co. Investment Partners …7,180$666K0.3%+25013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,164$664K<0.01%-3,05713F-HRTimelineGroup
PKS Advisory Services, LLC7,225$663K0.15%-93813F-HRTimeline
BostonPremier Wealth LLC7,151$663K0.34%-31413F-HRTimeline
Intrua Financial, LLC7,139$662K0.07%-38113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,134$662K0.07%013F-HRTimeline
Heck Capital Advisors, LLC7,042$653K0.05%+10513F-HRTimeline
Midwest Trust Co7,031$652K0.01%-33913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,020$651K0.05%-81713F-HRTimeline
IEQ CAPITAL, LLC7,014$651K<0.01%-5,78313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,002$649K0.01%-2,88913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,969$646K0.03%-1,05913F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp6,885$646K0.46%-5,80313F-HR/ATimeline
Wealthspire Advisors, LLC6,964$646K0.01%-3,11113F-HRTimeline
W ADVISORS, LLC6,953$645K0.33%+8913F-HRTimeline
Avidian Wealth Enterprises, LLC6,942$644K0.02%-33413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC6,924$642K0.2%-17013F-HRTimeline
Sovereign Financial Group, Inc.6,896$640K0.11%-25313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD6,881$638K0.03%013F-HRTimeline
17 CAPITAL PARTNERS, LLC6,879$638K0.33%+1,07213F-HRTimeline
Wealthfront Advisers LLC6,868$637K<0.01%-2,66913F-HRTimeline
Professional Financial Advisors, LLC6,846$635K0.13%-1113F-HRTimeline
NOTTINGHAM ADVISORS, INC.6,831$634K0.08%-4013F-HRTimeline
WESPAC Advisors SoCal, LLC6,826$633K0.13%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,760$627K0.03%013F-HRTimeline
PATTEN & PATTEN INC/TN6,747$626K0.04%013F-HRTimeline
WBH ADVISORY INC6,747$625K0.05%-61413F-HRTimeline
Wealthspire Retirement, LLC6,726$624K0.04%-1713F-HRTimeline
Yukon Wealth Management, Inc.6,724$624K0.37%+913F-HRTimeline
Security Financial Services, INC.6,700$621K0.1%-2,17613F-HRTimeline
Advisory Advocates, LLC6,607$613K0.63%013F-HRTimeline
Jeter Robert S II6,474$609K0.61%13F-HRTimeline
Stonehearth Capital Management, LLC6,563$609K0.24%-57813F-HRTimeline
Vertex Planning Partners, LLC6,558$608K0.12%-113F-HRTimeline
Granite FO LLC6,543$607K0.36%-9,27913F-HR/ATimeline
JT Stratford LLC6,532$606K0.08%013F-HRTimeline
Stonebridge Financial Planning Group, L…6,530$606K0.22%013F-HRTimeline
FF Advisors,LLC6,394$603K0.24%-3013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,500$603K0.11%+99313F-HRTimeline
WADDELL & ASSOCIATES, LLC6,470$600K0.03%013F-HRTimeline
Joel Adams & Associates, Inc.6,463$599K0.45%+1,05813F-HRTimeline
Cornell Pochily Investment Advisors, In…6,457$599K0.18%+1113F-HRTimeline
Brown Financial Advisory6,452$598K0.3%-1,96013F-HRTimeline
Radnor Capital Management, LLC6,434$597K0.09%013F-HRTimeline
Aventus Investment Advisors, Inc.6,411$595K0.5%-44813F-HRTimeline
Belpointe Asset Management LLC6,355$589K0.02%-13813F-HRTimeline
4J Wealth Management LLC6,275$582K0.33%013F-HRTimeline
Silver Grove Financial Group, Inc.6,270$581K0.47%+3,33213F-HRTimeline
GatePass Capital, LLC6,249$580K0.28%013F-HRTimeline
MTM FINANCIAL GROUP, LLC6,227$577K0.27%-22513F-HRTimeline
Garde Capital, Inc.6,219$577K0.03%-71013F-HRTimeline
Sunbelt Securities, Inc.6,206$576K0.04%+2613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO6,193$574K0.06%+2,14713F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC6,187$574K0.32%013F-HRTimeline
PARTHENON LLC6,174$573K0.07%013F-HRTimeline
Venturi Wealth Management, LLC6,138$569K0.03%+1513F-HRTimeline
HEADINVEST, LLC6,111$567K0.12%013F-HRTimeline
Relyea Zuckerberg Hanson LLC6,101$566K0.06%+2513F-HRTimeline
Exchange Bank6,100$566K0.39%-20013F-HRTimeline
ONE Advisory Partners, LLC6,086$564K0.17%-90513F-HRTimeline
SFMG, LLC6,007$557K0.04%+8413F-HRTimeline
CVA Family Office, LLC5,982$555K0.06%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,981$555K0.02%013F-HRTimeline
PFG Private Wealth Management, LLC5,979$554K0.24%-14013F-HRTimeline
RFG Advisory, LLC5,970$554K0.01%+27813F-HRTimeline
Level Wealth Management LLC5,944$551K0.26%new13F-HRTimeline
Brooklyn Investment Group5,923$549K0.02%new13F-HRTimeline
Simplicity Wealth,LLC5,888$546K0.03%-78313F-HRTimeline
GEM Asset Management, LLC5,866$544K0.24%013F-HRTimeline
WEALTH ALLIANCE, LLC5,864$544K0.05%-25813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,858$543K0.09%+213F-HRTimeline
Agate Pass Investment Management, LLC5,832$541K0.21%013F-HRTimeline
WEBSTER BANK, N. A.5,823$540K0.05%-15513F-HRTimeline
LifeSteps Financial, Inc.5,822$540K0.34%-10113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,821$540K0.09%+22913F-HRTimeline
Eldridge Investment Advisors, Inc.5,811$539K0.12%013F-HRTimeline
Aspect Partners, LLC5,798$538K0.22%+2,18913F-HRTimeline
Barnes Wealth Management Group, Inc5,782$536K0.27%+15313F-HRTimeline
Meridian Wealth Management, LLC5,779$536K0.02%-36413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,770$535K0.42%013F-HRTimeline
Tennessee Valley Asset Management Partn…5,752$533K0.07%-58113F-HRTimeline
DARA CAPITAL US, INC.5,749$533K0.51%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,742$533K0.12%013F-HRTimeline
Cambria Investment Management, L.P.5,725$531K0.03%-94613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,707$529K<0.01%013F-HRTimelineGroup
KINTRA WEALTH, LLC5,700$529K0.04%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,688$528K0.01%013F-HRTimeline
Castle Rock Wealth Management, LLC5,649$527K0.11%-3013F-HRTimeline
Brady Martz Wealth Solutions, LLC5,664$525K0.09%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,592$525K0.08%-37613F-HRTimeline