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Disclosery

USMV ISHARES TR

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SHS (fund)

1,271 managers (1,285 13F filers) reported a position in USMV shares at 2024-12-31, 186,489,023 shares in all. 74 filers opened a position and 62 filers sold out during the quarter.

Managers
1,271
13F filers
1,285
New
74
Added
340
Reduced
532
Sold out
62
Shares held by filers
186,489,023

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
COLDSTREAM CAPITAL MANAGEMENT INC5,187$461K0.01%+1,22013F-HRTimeline
OMNI 360 Wealth, Inc.5,178$460K0.31%-1113F-HR/ATimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,173$459K0.08%-65513F-HRTimeline
Chesley Taft & Associates LLC5,165$459K0.02%013F-HRTimeline
AlphaStar Capital Management, LLC5,142$457K0.05%-41113F-HRTimeline
Graypoint LLC5,132$456K0.03%+1413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,074$451K<0.01%013F-HRTimelineGroup
HBK Sorce Advisory LLC5,058$449K0.01%-42513F-HRTimeline
LM Advisors LLC5,035$447K0.08%new13F-HR/ATimeline
United Advisor Group, LLC5,021$446K0.09%-2,04513F-HRTimeline
SHELTON CAPITAL MANAGEMENT5,004$444K0.01%013F-HRTimeline
Ewing Morris & Co. Investment Partners …5,000$444K0.15%new13F-HRTimeline
Opulen Financial Group LLC4,992$443K0.4%13F-HRTimeline
MTM FINANCIAL GROUP, LLC4,982$442K0.26%+13713F-HRTimeline
Ausdal Financial Partners, Inc.4,964$441K0.04%+1,28413F-HRTimeline
Latitude Advisors, LLC4,960$440K0.25%-1,42913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC4,944$438K0.07%new13F-HRTimelineGroup
Moran Wealth Management, LLC4,832$429K0.01%new13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.4,863$429K0.2%+2113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,821$428K0.17%-17613F-HRTimeline
Five Pine Wealth Management4,815$428K0.36%13F-HRTimeline
Richmond Investment Services, LLC4,810$427K0.24%13F-HRTimeline
Riggs Capital Management LLC4,779$424K0.42%13F-HRTimeline
Barnes Wealth Management Group, Inc4,728$420K0.28%13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…4,725$420K0.02%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,709$418K0.02%+1,34513F-HRTimeline
Cascades Capital Asset Management, LLC4,701$417K0.22%013F-HRTimeline
Venture Visionary Partners LLC4,668$414K0.02%-27913F-HR/ATimeline
Truepoint, Inc.4,650$413K0.01%+1,55213F-HRTimeline
Skyline Advisors, Inc.4,649$413K0.16%013F-HRTimeline
SAGE FINANCIAL GROUP INC4,598$408K0.03%013F-HRTimeline
CAP Partners, LLC4,587$407K0.29%-913F-HRTimeline
PLANNING DIRECTIONS INC4,565$405K0.24%-7313F-HRTimeline
MKT Advisors LLC4,497$404K0.18%+813F-HRTimeline
TCI Wealth Advisors, Inc.4,534$403K0.03%013F-HRTimeline
WESBANCO BANK INC4,456$396K0.01%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,426$393K0.04%+17713F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC4,417$392K0.01%+8913F-HRTimeline
SeaCrest Wealth Management, LLC4,372$388K0.04%+2013F-HRTimeline
Atlas Brown,Inc.4,358$387K0.13%-75313F-HRTimeline
FineMark National Bank & Trust4,354$387K0.01%+45613F-HRTimeline
Watts Gwilliam & Co., LLC4,349$385K0.08%+513F-HRTimeline
BEACON FINANCIAL GROUP4,321$384K0.04%013F-HRTimeline
Talisman Wealth Advisors LLC4,311$383K0.41%-2113F-HRTimeline
Laidlaw Wealth Management LLC4,296$381K0.17%-98813F-HRTimeline
KICKSTAND VENTURES, LLC.4,268$379K0.1%-33213F-HRTimeline
Legacy Trust4,265$379K0.09%-5013F-HRTimeline
HTLF Bank4,257$378K0.04%013F-HRTimeline
Beaumont Financial Advisors, LLC4,253$378K0.03%-62613F-HRTimeline
Tennessee Valley Asset Management Partn…4,195$372K0.06%-3,86313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,191$372K0.04%+20613F-HRTimeline
Apex Wealth Management, LLC4,188$372K0.32%13F-HRTimeline
CALTON & ASSOCIATES, INC.4,188$372K0.16%new13F-HRTimeline
TSFG, LLC4,163$370K0.08%013F-HRTimeline
Roxbury Financial LLC3,910$370K0.36%13F-HRTimeline
Financial Engines Advisors L.L.C.4,164$370K<0.01%+78113F-HRTimeline
Chancellor Financial Group WB LP4,156$369K0.3%13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,150$368K0.01%013F-HRTimeline
Outlook Wealth Advisors, LLC4,142$368K0.11%013F-HRTimeline
ArborFi Advisors, LLC4,121$366K0.37%13F-HRTimeline
Register Financial Advisors LLC4,110$365K0.18%+24813F-HRTimeline
Iowa State Bank4,101$364K0.08%-1,36013F-HRTimeline
DAVENPORT & Co LLC4,071$361K<0.01%+97113F-HRTimeline
Grove Bank & Trust4,053$360K0.05%013F-HRTimeline
Avalon Trust Co4,050$360K0.03%-1,50013F-HRTimeline
Stark Wealth Management LLC4,034$358K0.26%13F-HRTimeline
Founders Financial Alliance, LLC4,032$358K0.1%-40013F-HRTimeline
Vise Technologies, Inc.4,014$356K0.03%new13F-HRTimeline
Confluence Wealth Services, Inc.3,915$356K0.02%-36,59713F-HRTimeline
McKinley Carter Wealth Services, Inc.4,009$356K0.02%-72513F-HRTimeline
FCA CORP /TX4,008$356K0.11%+613F-HRTimeline
GenTrust, LLC3,974$353K0.02%+20013F-HRTimeline
Hobart Private Capital, LLC3,959$352K0.09%-11513F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC3,957$351K0.19%+1913F-HRTimeline
Triton Financial Group Inc3,929$349K0.22%013F-HRTimeline
Balentine LLC3,925$348K0.01%+1513F-HRTimeline
Anchor Pointe Wealth Management, LLC3,927$348K0.45%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.3,911$347K0.05%new13F-HRTimeline
HANCOCK WHITNEY CORP3,910$347K0.01%new13F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,900$346K0.06%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,892$346K0.02%013F-HRTimeline
GWN SECURITIES INC.3,799$345K0.09%13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,881$345K<0.01%+1813F-HRTimeline
Destination Wealth Management3,865$343K0.01%+35013F-HRTimeline
PINNACLE ASSOCIATES LTD3,861$343K<0.01%+90913F-HRTimeline
Merriman Wealth Management, LLC3,859$343K0.01%013F-HRTimeline
SlateStone Wealth, LLC3,855$342K0.03%+513F-HRTimeline
WASHINGTON TRUST Co3,850$342K0.01%-22713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,850$342K0.04%-2513F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC3,847$342K0.1%+6813F-HRTimeline
Secure Asset Management, LLC3,847$342K0.05%+5613F-HRTimeline
SHAYNE & JACOBS, LLC3,840$341K0.09%-8013F-HRTimeline
TFB Advisors LLC3,837$341K0.1%-9513F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,832$340K0.07%013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …3,806$338K0.14%-7813F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,804$338K0.01%013F-HRTimelineGroup
Rothschild Wealth LLC3,789$336K0.1%-48,68213F-HRTimeline
Edge Capital Group, LLC3,787$336K0.02%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC3,780$336K0.01%013F-HRTimeline
TRUST CO OF VERMONT3,772$335K0.02%-43413F-HRTimeline
Alpha Financial Partners LLC3,761$334K0.26%new13F-HRTimeline
Gen-Wealth Partners Inc3,753$333K0.14%-4113F-HRTimeline
New World Advisors LLC3,747$333K0.08%+30013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,734$332K0.04%-2013F-HRTimeline
Astoria Portfolio Advisors LLC.3,740$332K0.12%-63,47613F-HRTimeline
WPG Advisers, LLC3,731$331K0.31%13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …3,706$329K0.05%13F-HRTimeline
Alan B Lancz & Associates, Inc.3,700$329K0.33%013F-HRTimeline
M3 Advisory Group, LLC3,700$328K0.24%-10813F-HRTimeline
TSA Wealth Managment LLC3,683$327K0.13%-9013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,680$327K0.12%-4,65013F-HRTimeline
Phillips Wealth Planners LLC3,725$327K0.33%-5213F-HRTimeline
Winthrop Advisory Group LLC3,678$327K0.04%new13F-HRTimeline
Clarity Financial LLC3,651$324K0.04%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,650$324K0.23%-90013F-HRTimeline
TRUE Private Wealth Advisors3,641$323K0.04%-213F-HRTimeline
Symphony Financial, Ltd. Co.3,550$322K0.05%-44313F-HRTimeline
Rosenberg Matthew Hamilton3,621$322K0.08%-37313F-HRTimeline
Aveo Capital Partners, LLC3,598$319K0.03%+12913F-HRTimeline
Advisors Capital Management, LLC3,596$319K0.01%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,589$319K0.02%013F-HRTimeline
Stonebrook Private Inc.3,553$315K0.08%-1,19613F-HRTimeline
Ledyard National Bank3,549$315K0.03%-1713F-HRTimeline
Connecticut Wealth Management, LLC3,547$315K0.02%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co3,521$313K<0.01%-24213F-HRTimelineGroup
Private Portfolio Partners LLC3,507$311K0.06%+2513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,491$310K0.02%-13013F-HRTimelineGroup
IMG Wealth Management, Inc.3,474$308K0.29%13F-HRTimeline
Empower Advisory Group, LLC3,473$308K<0.01%+2313F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC3,458$307K0.18%13F-HRTimeline
Smithfield Trust Co3,529$307K0.02%+1,45613F-HRTimeline
Fulton Bank, N.A.3,455$307K0.01%+7313F-HRTimeline
Quadrant Private Wealth Management, LLC3,456$307K0.08%-42213F-HRTimeline
McElhenny Sheffield Capital Management,…3,455$307K0.1%013F-HRTimeline
GREENLEAF TRUST3,454$307K<0.01%-7,00313F-HRTimeline
Strategic Financial Concepts, LLC3,446$306K0.06%new13F-HR/ATimeline
Cubist Systematic Strategies, LLC3,427$304K<0.01%new13F-HRTimeline
Horst & Graben Wealth Management LLC3,424$304K0.05%-19213F-HRTimeline
Argent Trust Co3,385$301K0.01%new13F-HRTimeline
InTrack Investment Management Inc3,385$300K0.21%013F-HRTimeline
LexAurum Advisors, LLC3,363$299K0.06%+10713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,359$298K0.02%-1513F-HRTimeline
Pacific Sun Financial Corp3,358$298K0.16%-12013F-HRTimeline
Successful Portfolios LLC3,341$297K0.2%+8113F-HRTimeline
BSW Wealth Partners3,292$292K0.04%-66013F-HRTimeline
ShoreHaven Wealth Partners, LLC3,289$292K0.14%-9413F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,284$292K0.09%013F-HRTimeline
Noble Wealth Management PBC3,274$291K0.2%13F-HRTimeline
My Legacy Advisors, LLC3,259$291K0.11%-40613F-HRTimeline
Front Row Advisors LLC3,258$289K0.1%013F-HRTimeline
Solidarity Wealth, LLC3,235$287K0.07%013F-HRTimeline
Sandbox Financial Partners, LLC3,224$286K0.1%+513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC3,215$285K0.1%-11213F-HRTimeline
Westside Investment Management, Inc.3,211$285K0.06%+313F-HRTimeline
FIRST AMERICAN TRUST, FSB3,171$282K0.03%new13F-HRTimeline
WESCAP Management Group, Inc.3,163$281K0.07%013F-HRTimeline
Advocacy Wealth Management, LLC3,157$280K0.02%-13,57713F-HRTimeline
Clearview Wealth Advisors LLC3,155$280K0.21%-14313F-HRTimeline
Archer Investment Corp3,133$278K0.07%+113F-HRTimeline
LEGACY SOLUTIONS, LLC3,126$278K0.3%13F-HRTimeline
Alamar Capital Management, LLC3,114$276K0.15%013F-HRTimeline
Runnymede Capital Advisors, Inc.3,107$276K0.24%13F-HRTimeline
Erickson Financial Group, LLC3,099$275K0.2%-4313F-HRTimeline
Independent Wealth Network Inc.3,091$274K0.11%+20813F-HRTimeline
Fluent Financial, LLC3,084$274K0.12%013F-HRTimeline
Lantz Financial LLC3,081$274K0.07%013F-HRTimeline
Beacon Capital Management, LLC3,079$273K0.04%-7013F-HRTimeline
Defined Financial Planning LLC3,078$273K0.29%13F-HRTimeline
AIRE ADVISORS, LLC3,066$272K0.06%013F-HRTimeline
Worth Financial Advisory Group, LLC3,063$272K0.17%-1413F-HRTimeline
Intelligence Driven Advisers, LLC3,048$271K0.05%-3,56513F-HRTimeline
Rockwood Wealth Management, LLC3,048$270K0.03%013F-HRTimeline
Capital Advantage, Inc.3,036$270K0.05%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,020$268K0.01%013F-HRTimeline
BURNS J W & CO INC/NY3,000$266K0.03%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP3,000$266K<0.01%new13F-HRTimelineGroup
First National Trust Co2,984$265K0.01%013F-HRTimeline
Horan Securities, Inc.2,980$265K0.1%-30113F-HRTimeline
Carl P. Sherr & Co., LLC2,966$263K0.14%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,965$263K<0.01%+12313F-HRTimeline
Clearwater Capital Advisors, LLC2,958$263K0.03%-17313F-HRTimeline
Evercore Wealth Management, LLC2,955$262K<0.01%013F-HRTimeline
Trademark Financial Management, LLC2,946$262K0.21%+2613F-HRTimeline
Nautilus Advisors LLC2,935$261K0.21%13F-HRTimeline
Granite Bay Wealth Management, LLC2,920$259K0.1%new13F-HRTimeline
Vision Capital Management, Inc.2,908$258K0.04%013F-HRTimeline
SYNOVUS FINANCIAL CORP2,886$256K<0.01%+14713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,875$255K<0.01%-6513F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.2,872$255K0.18%13F-HRTimeline
CRUX WEALTH ADVISORS2,847$253K0.14%13F-HRTimeline
Insight Advisors, LLC/ PA2,832$251K0.04%-16113F-HRTimeline
Royal Harbor Partners, LLC2,824$251K0.09%-85,70213F-HRTimeline
Wealthspire Retirement, LLC2,815$250K0.02%+52513F-HRTimeline
HMV Wealth Advisors, LLC2,813$250K0.25%13F-HRTimeline
SYM FINANCIAL Corp2,809$249K0.03%013F-HRTimeline
Proficio Capital Partners LLC2,800$249K0.02%013F-HR/ATimeline
Grey Ledge Advisors, LLC2,787$248K0.06%-1513F-HRTimeline
Householder Group Estate & Retirement S…2,779$246K0.18%-21,26013F-HRTimeline
Modera Wealth Management, LLC2,769$246K<0.01%new13F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,767$246K<0.01%013F-HRTimelineGroup