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Disclosery

USMV ISHARES TR

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SHS (fund)

1,365 managers (1,382 13F filers) reported a position in USMV shares at 2026-06-30, 171,302,761 shares in all. 100 filers opened a position and 93 filers sold out during the quarter.

Managers
1,365
13F filers
1,382
New
100
Added
422
Reduced
573
Sold out
93
Shares held by filers
171,302,761

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
EVERMAY WEALTH MANAGEMENT LLC5,334$515K0.05%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,226$514K0.01%013F-HRTimeline
STAR Financial Bank5,300$511K0.21%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC5,300$511K0.15%+1,42113F-HRTimeline
Kingsman Wealth Management, Inc.5,295$511K0.24%+1713F-HRTimeline
Galvin, Gaustad & Stein, LLC5,239$505K0.04%+1813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,196$501K0.07%-7113F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC5,195$501K0.34%new13F-HRTimeline
Trust Co of the South5,195$501K0.07%013F-HRTimeline
LifeSteps Financial, Inc.5,185$500K0.23%-63713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,187$500K0.01%013F-HRTimeline
Balefire, LLC5,168$499K0.08%+86913F-HRTimeline
New Republic Capital, LLC5,164$498K0.11%+713F-HRTimeline
LCNB CORP5,150$497K0.15%013F-HRTimeline
Opulen Financial Group LLC5,140$496K0.31%+713F-HRTimeline
GUIDANCE CAPITAL, INC5,087$494K0.11%013F-HRTimeline
Briggs Wealth Management, Inc5,107$493K0.45%013F-HRTimeline
COFG Advisors, LLC5,107$493K0.09%+1513F-HRTimeline
Sage Capital Advisors,llc5,106$493K0.1%-6213F-HRTimeline
Welch Group, LLC5,104$492K0.02%013F-HRTimeline
Glenview Trust Co5,103$492K0.01%+1513F-HR/ATimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,080$490K0.15%+13213F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC5,062$488K0.08%-1,43813F-HRTimeline
Skyline Advisors, Inc.5,055$488K0.15%+40013F-HRTimeline
Brown Financial Advisory5,054$488K0.2%-1,39813F-HRTimeline
Harborfront Financial Group LLC5,023$485K1.83%13F-HRTimeline
Berkeley, Inc5,012$483K0.15%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,009$483K<0.01%+1,20313F-HRTimelineGroup
Crabel Capital Management, LLC5,000$482K0.35%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding4,919$474K+2,069Timeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,905$473K<0.01%+11413F-HRTimelineGroup
Venture Visionary Partners LLC4,902$473K0.01%+23413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,893$472K0.01%-795,60713F-HR/ATimeline
Columbus Macro, LLC4,886$471K0.05%+18013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,859$469K0.01%-78613F-HRTimelineGroup
Quantbot Technologies LP4,849$468K0.02%+4,83213F-HRTimeline
Worth Financial Advisory Group, LLC4,811$464K0.19%new13F-HRTimeline
FINANCIAL LIFE ADVISORS4,787$462K0.13%-81513F-HRTimeline
Collaborative Wealth Managment Inc.4,726$456K0.19%new13F-HRTimeline
Quadrant Private Wealth Management, LLC4,719$455K0.1%-53013F-HRTimeline
Oakmont Advisory Group, LLC4,717$455K0.38%+5213F-HRTimeline
Avantax Planning Partners, Inc.4,714$455K0.01%new13F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC4,700$453K0.23%13F-HRTimeline
SAGE FINANCIAL GROUP INC4,690$452K0.03%013F-HRTimeline
Keystone Financial Group, Inc.4,689$452K0.24%+713F-HRTimeline
First Bank & Trust4,680$451K0.07%-17113F-HRTimeline
Stone House Investment Management, LLC4,641$448K0.06%+56613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,631$447K0.07%-165,18513F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC4,624$446K0.31%013F-HRTimeline
Old North State Trust, LLC4,605$444K0.23%-58713F-HRTimeline
BAYBAN4,597$443K0.34%-20013F-HRTimeline
Kelly Financial Services LLC4,570$441K0.09%+41013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,566$440K0.25%-213F-HRTimeline
MKT Advisors LLC4,460$439K0.14%013F-HRTimeline
Latitude Advisors, LLC4,547$439K0.17%+14013F-HRTimeline
Roxbury Financial LLC4,547$439K0.35%013F-HRTimeline
TCI Wealth Advisors, Inc.4,544$438K0.02%013F-HRTimeline
Stewardship Advisors, LLC4,540$438K0.09%+40113F-HRTimeline
Destination Wealth Management4,516$436K0.01%-8513F-HRTimeline
INVESTED ADVISORS4,504$434K0.38%+29713F-HRTimeline
Institute for Wealth Management, LLC.4,444$429K0.04%-51213F-HRTimeline
Atlas Brown,Inc.4,434$428K0.11%+3313F-HRTimeline
GAMMA Investing LLC4,416$426K0.02%013F-HRTimeline
Independent Advisor Alliance4,412$426K0.01%-176,99213F-HRTimeline
Manhattan West Asset Management, LLC4,390$423K0.07%new13F-HRTimeline
Fisher Asset Management, LLC4,384$423K<0.01%+17713F-HRTimeline
Wilmington Savings Fund Society, FSB4,368$421K0.01%013F-HRTimeline
Patten Group, Inc.4,343$419K0.07%-40113F-HRTimeline
Hobart Private Capital, LLC4,325$417K0.07%+15213F-HRTimeline
DecisionMap Wealth Management, LLC4,269$412K0.23%-60913F-HRTimeline
EQ LLC4,267$412K0.1%-75013F-HRTimeline
Legacy Trust4,265$411K0.07%013F-HRTimeline
HANCOCK WHITNEY CORP4,261$411K0.01%013F-HRTimeline
Smith Partners Wealth Management, LLC4,250$410K0.33%-1,09313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,249$410K0.03%13F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments4,240$409K0.02%-14,08813F-HRTimelineGroup
Tempo Wealth, LLC4,219$407K0.06%-28913F-HRTimeline
AdvisorNet Financial, Inc4,207$406K0.02%-34613F-HRTimeline
Moment Partners, LLC4,172$402K0.07%-71613F-HRTimeline
Wedmont Private Capital4,111$402K0.01%+54013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,165$402K0.08%-50213F-HRTimeline
Five Pine Wealth Management4,158$401K0.23%-7013F-HRTimeline
Outlook Wealth Advisors, LLC4,156$401K0.09%+4213F-HRTimeline
CAP Partners, LLC4,148$400K0.2%-14213F-HRTimeline
Mosley Wealth Management4,094$395K0.13%-9,61713F-HRTimeline
Richmond Investment Services, LLC4,076$393K0.12%-4,23513F-HRTimeline
Retirement Wealth Solutions LLC4,075$393K0.22%+1,72513F-HRTimeline
Blue Zone Wealth Advisors, LLC4,071$393K0.07%+3513F-HRTimeline
PLANNING DIRECTIONS INC4,053$391K0.18%-67713F-HRTimeline
Tennessee Valley Asset Management Partn…4,054$391K0.04%-1,69813F-HRTimeline
SHELTON CAPITAL MANAGEMENT4,047$390K0.01%-95713F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC4,046$390K0.16%+1313F-HRTimeline
Harbor Group, Inc.4,040$390K0.05%+113F-HRTimeline
Fortitude Advisory Group L.L.C.4,033$389K0.15%+69113F-HRTimeline
Glass Jacobson Investment Advisors llc4,029$389K0.12%-1,58113F-HRTimeline
UNITED BANK4,018$388K0.05%013F-HRTimeline
Aerodigm Wealth, LLC4,017$388K0.13%-80013F-HRTimeline
TRUST CO OF VERMONT4,015$387K0.01%13F-HRTimeline
Grove Bank & Trust4,000$386K0.04%013F-HRTimeline
Ariadne Wealth Management, LP3,976$384K0.17%013F-HRTimeline
LS Investment Advisors, LLC3,968$383K0.05%-3,36413F-HRTimeline
OMNI 360 Wealth, Inc.3,963$382K0.18%-19513F-HRTimeline
Empire Life Investments Inc.3,947$381K0.02%-9,60013F-HRTimeline
Saxony Capital Management, LLC3,920$378K0.17%-15,44513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.3,911$377K0.04%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,879$374K0.13%013F-HRTimeline
AlphaStar Capital Management, LLC3,875$374K0.02%-23513F-HRTimeline
KPP Advisory Services LLC3,862$373K0.05%-1013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,854$372K<0.01%013F-HRTimelineGroup
46 Peaks LLC3,831$370K0.23%-1413F-HRTimeline
MAIRS & POWER INC3,826$369K<0.01%-5813F-HRTimeline
LexAurum Advisors, LLC3,816$368K0.04%+19413F-HRTimeline
BEACON FINANCIAL GROUP3,813$368K0.03%-25613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,810$368K0.02%-71513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.3,789$365K0.04%new13F-HRTimeline
Beaumont Financial Advisors, LLC3,782$365K0.02%+13913F-HRTimeline
SHAYNE & JACOBS, LLC3,780$365K0.11%013F-HRTimeline
Clearview Wealth Management LLC3,778$364K0.23%013F-HRTimeline
GenTrust, LLC3,774$364K0.01%-57713F-HRTimeline
Triton Financial Group Inc3,774$364K0.21%-3,73213F-HRTimeline
Register Financial Advisors LLC3,771$364K0.11%+2813F-HRTimeline
Value Investment Professionals, LLC3,762$363K0.31%new13F-HRTimeline
Joseph Group Capital Management3,731$360K0.08%-10313F-HRTimeline
Apex Wealth Management, LLC3,724$359K0.22%-29813F-HRTimeline
1ST SOURCE BANK3,714$358K0.02%-74113F-HRTimeline
EFG International AGin group EFG International AG3,713$358K0.01%+87613F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp3,706$357K0.01%-20613F-HRTimelineGroup
Alan B Lancz & Associates, Inc.3,700$357K0.31%013F-HRTimeline
Vantus Wealth LLC3,683$355K0.19%13F-HRTimeline
Baker Avenue Asset Management, LP3,653$352K0.01%new13F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,632$350K0.06%013F-HRTimeline
McElhenny Sheffield Capital Management,…3,623$349K0.09%-3013F-HRTimeline
Chancellor Financial Group WB LP3,623$349K0.22%013F-HRTimeline
Balance Wealth Partners LLC3,617$349K0.09%-1,44313F-HRTimeline
FORM Wealth Advisors, LLC3,607$348K0.04%-6,42413F-HRTimeline
Horizon Wealth Management, LLC3,607$348K0.04%-1,42013F-HRTimeline
Titiun Yejiel3,605$348K0.3%013F-HRTimeline
Stokes Family Office, LLC3,598$347K0.04%-39013F-HRTimeline
Fermata Advisors, LLC3,586$346K0.07%-7213F-HRTimeline
Uniting Wealth Partners, LLC3,585$346K0.07%+6513F-HRTimeline
WASHINGTON TRUST Co3,584$346K0.01%013F-HRTimeline
Obermeyer Wealth Partners3,583$346K0.01%-30713F-HRTimeline
Phillips Wealth Planners LLC3,491$343K0.25%+6613F-HRTimeline
Cascades Capital Asset Management, LLC3,532$341K0.13%-15513F-HRTimeline
TSFG, LLC3,500$338K0.04%+42213F-HRTimeline
Opus Financial Solutions LLC3,456$333K0.27%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,455$333K0.01%+2113F-HRTimelineGroup
Sarver Vrooman Wealth Advisors3,406$333K0.2%-3613F-HRTimeline
TSA Wealth Managment LLC3,444$332K0.09%-67113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,436$331K0.01%+72413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,430$331K0.02%+45013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,411$329K0.01%+313F-HRTimeline
Sageworth Trust Co of South Dakota3,400$328K0.2%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,391$327K0.02%013F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC3,391$327K0.32%13F-HR/ATimeline
Smithfield Trust Co3,436$326K0.01%-21213F-HRTimeline
Polaris Investment Advisors, LLC3,368$325K0.21%+35913F-HRTimeline
GREENLEAF TRUST3,365$325K<0.01%-4113F-HRTimeline
GWN SECURITIES INC.3,356$324K0.05%-14613F-HRTimeline
Foguth Wealth Management, LLC.3,341$322K0.04%013F-HRTimeline
Sterling Investment Counsel, LLC3,338$322K0.08%-1213F-HRTimeline
B. Riley Wealth Advisors, Inc.3,334$321K0.02%-19013F-HRTimeline
Enclave Advisors LLC3,318$320K0.04%-84313F-HRTimeline
ASL Financial, LLC3,287$317K0.22%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,284$317K0.07%013F-HRTimeline
TRUE Private Wealth Advisors3,283$317K0.03%+113F-HRTimeline
Revisor Wealth Management LLC3,273$316K0.08%013F-HRTimeline
FCA CORP /TX3,272$316K0.08%+413F-HRTimeline
SYM FINANCIAL Corp3,253$314K0.03%+17213F-HRTimeline
Bison Wealth, LLC3,192$312K0.03%-4813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,194$308K0.07%-70613F-HRTimeline
Secure Asset Management, LLC3,174$306K0.04%-62213F-HRTimeline
Betterment LLC3,175$306K<0.01%+15213F-HRTimeline
WESCAP Management Group, Inc.3,163$305K0.06%013F-HRTimeline
Clearwater Capital Advisors, LLC3,155$304K0.02%+8013F-HRTimeline
Rockwood Wealth Management, LLC3,144$303K0.02%013F-HRTimeline
McKinley Carter Wealth Services, Inc.3,133$302K0.02%-89313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,126$302K<0.01%+39713F-HRTimelineGroup
MCCARTER PRIVATE WEALTH SERVICES LLC3,123$301K0.1%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,120$301K0.03%new13F-HRTimeline
Vision Retirement, LLC3,106$300K0.07%+1513F-HRTimeline
Front Row Advisors LLC2,970$299K0.09%-12313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,100$299K0.01%-32313F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,100$299K0.19%-27313F-HRTimeline
CVFG LLC3,092$298K0.03%+32513F-HRTimeline
Intrua Financial, LLC3,064$296K0.03%-4,07513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,060$295K0.04%-8613F-HRTimeline
Beacon Capital Management, LLC3,057$295K0.04%+18413F-HRTimeline
Fluent Financial, LLC3,051$294K0.11%013F-HRTimeline
Balentine LLC3,046$294K0.01%-5313F-HRTimeline
Archer Investment Corp3,041$293K0.06%013F-HR/ATimeline
Marble Wealth, LLC3,035$293K0.04%+713F-HRTimeline
Successful Portfolios LLC2,992$292K0.14%+10013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,020$291K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,020$291K<0.01%-22813F-HRTimeline
BURNS J W & CO INC/NY3,000$289K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,977$287K0.02%-4,85813F-HRTimeline
Nautilus Advisors LLC2,935$287K0.17%013F-HRTimeline
Noble Wealth Management PBC2,974$287K0.13%-3013F-HRTimeline
Realta Investment Advisors2,938$283K0.09%+80013F-HRTimeline