USMV ISHARES TR

SHS (fund)

1,290 managers (1,302 13F filers) reported a position in USMV shares at 2025-03-31, 190,308,462 shares in all. 106 filers opened a position and 83 filers sold out during the quarter.

Managers: 1,290
13F filers: 1,302
New: 106
Added: 414
Reduced: 526
Sold out: 83
Shares held by filers: 190,308,462

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Gallacher Capital Management LLC	5,700	$534K	0.26%	0	13F-HR Timeline
WEALTHGARDEN F.S. LLC	5,699	$534K	0.51%	-518	13F-HR Timeline
Kingsman Wealth Management, Inc.	5,692	$533K	0.39%		13F-HR Timeline
New Hampshire Trust	5,645	$529K	0.12%	0	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	5,644	$529K	<0.01%	-173	13F-HR Timeline Group
FINANCIAL MANAGEMENT NETWORK INC	6,131	$529K	0.12%	+132	13F-HR Timeline
New Republic Capital, LLC	5,627	$527K	0.23%	-134	13F-HR Timeline
GREENWOOD GEARHART LLC	5,589	$523K	0.04%	0	13F-HR Timeline
FORTE ASSET MANAGEMENT LLC	5,574	$522K	0.26%	0	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	5,793	$522K	0.32%	new	13F-HR Timeline
Mendel Money Management	5,562	$521K	0.25%	+8	13F-HR Timeline
Joseph Group Capital Management	5,561	$521K	0.2%	-570	13F-HR Timeline
SYNOVUS FINANCIAL CORP	5,561	$521K	0.01%	+2,675	13F-HR Timeline
OBSIDIAN CIO, LLC	5,541	$519K	0.08%	+42	13F-HR Timeline
MILESTONE ASSET MANAGEMENT, LLC	5,508	$516K	0.11%	+85	13F-HR Timeline
WARNER FINANCIAL, INC	5,501	$515K	0.23%	0	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	5,467	$512K	0.1%	0	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	5,460	$511K	0.39%	-555	13F-HR Timeline
Optivise Advisory Services LLC	5,457	$511K	0.29%	-10	13F-HR Timeline
Berkeley, Inc	5,441	$510K	0.24%	-1,174	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	5,425	$508K	0.02%	-15	13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	5,424	$508K	0.03%	0	13F-HR Timeline
LCNB CORP	5,400	$506K	0.19%	0	13F-HR Timeline
Heck Capital Advisors, LLC	5,388	$505K	0.06%	-830	13F-HR Timeline
PALO ALTO WEALTH ADVISORS, LLC	5,453	$503K	0.2%	+19	13F-HR Timeline
Larson Financial Group LLC	5,350	$501K	0.02%	-238	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	5,334	$500K	0.07%	-166	13F-HR Timeline
Glass Jacobson Investment Advisors llc	5,623	$499K	0.16%	0	13F-HR Timeline
GREENLEAF TRUST	5,328	$499K	<0.01%	+1,874	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	5,326	$499K	0.01%	0	13F-HR Timeline
WEBSTER BANK, N. A.	5,317	$498K	0.05%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	5,271	$494K	0.19%	+450	13F-HR Timeline
Sage Capital Advisors,llc	5,226	$489K	0.13%	+14	13F-HR Timeline
Lion Street Advisors, LLC	5,192	$486K	0.15%	+2,809	13F-HR Timeline
Berger Financial Group, Inc	5,192	$486K	0.03%	-2,345	13F-HR Timeline
Kelly Financial Services LLC	5,170	$484K	0.17%	+2,520	13F-HR Timeline
Chesley Taft & Associates LLC	5,165	$484K	0.02%	0	13F-HR Timeline
AlphaStar Capital Management, LLC	5,139	$481K	0.05%	-3	13F-HR Timeline
OMNI 360 Wealth, Inc.	5,136	$481K	0.32%	-42	13F-HR/A Timeline
SCHMIDT P J INVESTMENT MANAGEMENT INC	5,134	$481K	0.09%	-39	13F-HR Timeline
WEALTH ALLIANCE, LLC	5,122	$480K	0.06%	new	13F-HR Timeline
Foguth Wealth Management, LLC.	5,118	$479K	0.12%	-149	13F-HR Timeline
Latitude Advisors, LLC	5,114	$479K	0.28%	+154	13F-HR Timeline
Watts Gwilliam & Co., LLC	5,100	$478K	0.1%	+751	13F-HR Timeline
Graypoint LLC	5,089	$477K	0.03%	-43	13F-HR Timeline
Sound Income Strategies, LLC	5,047	$473K	0.03%	+4,684	13F-HR Timeline
LM Advisors LLC	5,035	$472K	0.08%	0	13F-HR Timeline
SHELTON CAPITAL MANAGEMENT	5,004	$469K	0.01%	0	13F-HR Timeline
Crabel Capital Management, LLC	5,000	$468K	0.51%	new	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	4,998	$468K	<0.01%	-1,438	13F-HR Timeline
Opulen Financial Group LLC	4,996	$468K	0.42%	+4	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	4,984	$467K	<0.01%	-957	13F-HR Timeline Group
Barnes Wealth Management Group, Inc	4,927	$461K	0.3%	+199	13F-HR Timeline
Revisor Wealth Management LLC	4,919	$461K	0.2%	new	13F-HR Timeline
First Bank & Trust	4,883	$457K	0.09%	-455	13F-HR Timeline
Advisors Preferred, LLCin group Advisors Preferred, LLC	4,810	$450K	0.06%	-134	13F-HR Timeline Group
COLDSTREAM CAPITAL MANAGEMENT INC	4,793	$449K	0.01%	-394	13F-HR Timeline
Richmond Investment Services, LLC	4,737	$444K	0.24%	-73	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	4,725	$443K	0.02%	0	13F-HR Timeline
Smart Portfolios, LLC	4,697	$440K	0.48%	-538	13F-HR Timeline
Venture Visionary Partners LLC	4,668	$437K	0.02%	0	13F-HR Timeline
Five Pine Wealth Management	4,665	$437K	0.36%	-150	13F-HR Timeline
Skyline Advisors, Inc.	4,652	$436K	0.17%	+3	13F-HR Timeline
GTS SECURITIES LLC	4,636	$434K	0.02%	-62,051	13F-HR Timeline
WESBANCO BANK INC	4,631	$434K	0.02%	+175	13F-HR Timeline
XY Planning Network, Inc.	4,626	$433K	0.29%	new	13F-HR Timeline
PLANNING DIRECTIONS INC	4,575	$429K	0.18%	+10	13F-HR Timeline
TCI Wealth Advisors, Inc.	4,534	$425K	0.03%	0	13F-HR Timeline
FineMark National Bank & Trust	4,479	$420K	0.02%	+125	13F-HR Timeline
Roxbury Financial LLC	4,417	$418K	0.41%	+507	13F-HR Timeline
CAP Partners, LLC	4,433	$415K	0.3%	-154	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	4,426	$415K	0.04%	0	13F-HR Timeline Group
Sterling Investment Counsel, LLC	4,418	$414K	0.14%	new	13F-HR Timeline
SAGE FINANCIAL GROUP INC	4,405	$413K	0.03%	-193	13F-HR Timeline
DAVENPORT & Co LLC	4,395	$412K	<0.01%	+324	13F-HR Timeline
Fisher Asset Management, LLC	4,355	$408K	<0.01%	-4,036	13F-HR Timeline
SeaCrest Wealth Management, LLC	4,320	$405K	0.05%	-52	13F-HR Timeline
Talisman Wealth Advisors LLC	4,311	$404K	0.41%	0	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	4,284	$401K	0.04%	+93	13F-HR Timeline
New World Advisors LLC	4,282	$401K	0.09%	+535	13F-HR Timeline
Legacy Trust	4,265	$399K	0.1%	0	13F-HR Timeline
Atlas Brown,Inc.	4,231	$396K	0.14%	-127	13F-HR Timeline
Tennessee Valley Asset Management Partn…	4,200	$393K	0.06%	+5	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	4,192	$393K	0.01%	-225	13F-HR Timeline
TFR Capital, LLC.	4,171	$391K	0.16%	-1,270	13F-HR Timeline
TSFG, LLC	4,163	$390K	0.08%	0	13F-HR Timeline
Chancellor Financial Group WB LP	4,156	$389K	0.32%	0	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	4,150	$389K	0.01%	0	13F-HR Timeline
Outlook Wealth Advisors, LLC	4,142	$388K	0.11%	0	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	4,141	$388K	0.04%	+291	13F-HR Timeline Group
MKT Advisors LLC	4,498	$388K	0.18%	+1	13F-HR Timeline
Worth Financial Advisory Group, LLC	4,138	$388K	0.25%	+1,075	13F-HR Timeline
TRUST CO OF VERMONT	4,126	$386K	0.02%	+354	13F-HR Timeline
Financial Engines Advisors L.L.C.	4,115	$385K	<0.01%	-49	13F-HR Timeline
Register Financial Advisors LLC	4,100	$384K	0.2%	-10	13F-HR Timeline
My Legacy Advisors, LLC	4,070	$381K	0.15%	+811	13F-HR Timeline
Grove Bank & Trust	4,053	$380K	0.05%	0	13F-HR Timeline
Avalon Trust Co	4,050	$379K	0.03%	0	13F-HR Timeline
KPP Advisory Services LLC	4,049	$379K	0.07%	new	13F-HR Timeline
FCA CORP /TX	4,049	$379K	0.12%	+41	13F-HR Timeline
Secure Asset Management, LLC	4,013	$376K	0.08%	+166	13F-HR Timeline
McKinley Carter Wealth Services, Inc.	4,012	$376K	0.02%	+3	13F-HR Timeline
Destination Wealth Management	4,010	$376K	0.01%	+145	13F-HR Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP	3,999	$375K	<0.01%	-1,075	13F-HR Timeline Group
BEACON FINANCIAL GROUP	3,985	$373K	0.04%	-336	13F-HR Timeline
GenTrust, LLC	3,974	$372K	0.02%	0	13F-HR Timeline
SOUTHERN CAPITAL ADVISORS, LLC	3,970	$372K	0.21%	+13	13F-HR Timeline
PINNACLE ASSOCIATES LTD	3,962	$371K	0.01%	+101	13F-HR Timeline
Hobart Private Capital, LLC	3,959	$371K	0.09%	0	13F-HR Timeline
Aspect Partners, LLC	3,957	$371K	0.21%	+3,476	13F-HR Timeline
Apex Wealth Management, LLC	3,920	$367K	0.33%	-268	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	3,911	$366K	0.05%	0	13F-HR Timeline
HANCOCK WHITNEY CORP	3,910	$366K	0.01%	0	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	3,902	$365K	0.1%	+55	13F-HR Timeline
BOURGEON CAPITAL MANAGEMENT LLC	3,900	$365K	0.08%	0	13F-HR Timeline
SILVERCREST ASSET MANAGEMENT GROUP LLC	3,893	$365K	<0.01%	+12	13F-HR Timeline
SlateStone Wealth, LLC	3,858	$361K	0.04%	+3	13F-HR Timeline
WASHINGTON TRUST Co	3,850	$361K	0.01%	0	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	3,844	$360K	0.01%	+40	13F-HR Timeline Group
SHAYNE & JACOBS, LLC	3,840	$360K	0.09%	0	13F-HR Timeline
TSA Wealth Managment LLC	3,836	$359K	0.14%	+153	13F-HR Timeline
ROWLANDMILLER & PARTNERS.ADV	3,832	$359K	0.08%	0	13F-HR Timeline
United Advisor Group, LLC	3,813	$357K	0.07%	-1,208	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	3,810	$356K	0.08%	+1,160	13F-HR Timeline
SCS Capital Management LLC	3,787	$355K	<0.01%	new	13F-HR/A Timeline
Alpha Financial Partners LLC	3,774	$353K	0.28%	+13	13F-HR Timeline
Trexquant Investment LP	3,754	$352K	<0.01%	new	13F-HR Timeline
Beaumont Financial Advisors, LLC	3,753	$351K	0.03%	-500	13F-HR Timeline
Rothschild Wealth LLC	3,742	$351K	0.1%	-47	13F-HR Timeline
Quadrant Private Wealth Management, LLC	3,709	$347K	0.09%	+253	13F-HR Timeline
Alan B Lancz & Associates, Inc.	3,700	$347K	0.37%	0	13F-HR Timeline
TFB Advisors LLC	3,694	$346K	0.1%	-143	13F-HR Timeline
Chris Bulman Inc	3,687	$345K	0.22%	-6,340	13F-HR Timeline
Edgestream Partners, L.P.	3,684	$345K	0.01%	new	13F-HR Timeline
ONE WEALTH CAPITAL MANAGEMENT, LLC	3,662	$343K	0.18%	new	13F-HR Timeline
MOSAIC FINANCIAL GROUP, LLC	3,650	$342K	0.28%	0	13F-HR Timeline
Fiduciary Alliance LLC	3,612	$338K	0.03%	+969	13F-HR Timeline
Fulton Bank, N.A.	3,609	$338K	0.01%	+154	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	3,589	$336K	0.02%	0	13F-HR Timeline
TRUE Private Wealth Advisors	3,589	$336K	0.04%	-52	13F-HR Timeline
Connecticut Wealth Management, LLC	3,555	$333K	0.02%	+8	13F-HR Timeline
Rosenberg Matthew Hamilton	3,539	$331K	0.08%	-82	13F-HR Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co	3,520	$330K	<0.01%	-1	13F-HR/A Timeline Group
Phillips Wealth Planners LLC	3,662	$330K	0.35%	-63	13F-HR Timeline
Smithfield Trust Co	3,529	$329K	0.02%	0	13F-HR Timeline
First Horizon Advisors, Inc.	3,499	$328K	0.01%	+1,982	13F-HR Timeline
IMG Wealth Management, Inc.	3,474	$325K	0.29%	0	13F-HR Timeline
McElhenny Sheffield Capital Management,…	3,455	$324K	0.12%	0	13F-HR Timeline
Strategic Financial Concepts, LLC	3,445	$323K	0.06%	-1	13F-HR Timeline
STAGE HARBOR FINANCIAL, LLC	3,442	$322K	0.27%	new	13F-HR Timeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …	3,433	$322K	0.14%	-373	13F-HR Timeline Group
WealthShield Partners, LLC	3,430	$321K	0.04%	+1,738	13F-HR Timeline
Sageworth Trust Co of South Dakota	3,400	$318K	0.38%	new	13F-HR Timeline
Argent Trust Co	3,385	$317K	0.01%	0	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	3,371	$316K	0.02%	+12	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	3,369	$316K	0.02%	-122	13F-HR Timeline Group
Successful Portfolios LLC	3,351	$314K	0.21%	+10	13F-HR Timeline
LexAurum Advisors, LLC	3,348	$314K	0.06%	-15	13F-HR Timeline
FLP Wealth Management, LLC	3,346	$313K	1%	+2,543	13F-HR Timeline
Ledyard National Bank	3,308	$310K	0.03%	-241	13F-HR Timeline
Retirement Wealth Solutions LLC	3,300	$309K	0.25%	+3,272	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	3,284	$308K	0.09%	0	13F-HR Timeline
Front Row Advisors LLC	3,258	$305K	0.12%	0	13F-HR Timeline
Independent Wealth Network Inc.	3,252	$305K	0.12%	+161	13F-HR Timeline
Prostatis Group LLC	3,242	$304K	0.1%	-8,423	13F-HR Timeline
InTrack Investment Management Inc	3,235	$303K	0.28%	-150	13F-HR Timeline
Granite Bay Wealth Management, LLC	3,222	$302K	0.1%	+302	13F-HR Timeline
Noble Wealth Management PBC	3,208	$300K	0.21%	-66	13F-HR Timeline
VISTA INVESTMENT PARTNERS II, LLC	3,172	$297K	0.16%	-286	13F-HR Timeline
Founders Financial Alliance, LLC	3,170	$297K	0.07%	-862	13F-HR Timeline
WESCAP Management Group, Inc.	3,163	$296K	0.07%	0	13F-HR Timeline
DRIVE WEALTH MANAGEMENT, LLC	3,144	$294K	0.07%	+652	13F-HR Timeline
Archer Investment Corp	3,133	$293K	0.08%	0	13F-HR Timeline
Truepoint, Inc.	3,098	$290K	0.01%	-1,552	13F-HR Timeline
M3 Advisory Group, LLC	3,096	$290K	0.23%	-604	13F-HR Timeline
Balentine LLC	3,069	$287K	0.01%	-856	13F-HR Timeline
BSW Wealth Partners	3,067	$287K	0.04%	-225	13F-HR Timeline
Lantz Financial LLC	3,065	$287K	0.08%	-16	13F-HR Timeline
Clarity Financial LLC	3,063	$287K	0.03%	-588	13F-HR Timeline
Clearwater Capital Advisors, LLC	3,058	$286K	0.03%	+100	13F-HR Timeline
Fluent Financial, LLC	3,051	$286K	0.12%	-33	13F-HR Timeline
Intelligence Driven Advisers, LLC	3,048	$285K	0.05%	0	13F-HR Timeline
Rockwood Wealth Management, LLC	3,048	$285K	0.03%	0	13F-HR Timeline
Arcadia Wealth Management, LLC	3,026	$283K	0.14%	new	13F-HR Timeline
KCM INVESTMENT ADVISORS LLC	3,020	$283K	0.01%	0	13F-HR Timeline
BURNS J W & CO INC/NY	3,000	$281K	0.04%	0	13F-HR Timeline
Beacon Capital Management, LLC	2,981	$279K	0.04%	-98	13F-HR Timeline
Guardian Asset Advisors, LLC	2,971	$278K	0.18%	new	13F-HR Timeline
Stone House Investment Management, LLC	2,970	$278K	0.06%	new	13F-HR Timeline
Carl P. Sherr & Co., LLC	2,966	$278K	0.15%	0	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	2,965	$278K	0.01%	0	13F-HR Timeline
Erickson Financial Group, LLC	2,960	$277K	0.21%	-139	13F-HR Timeline
Nautilus Advisors LLC	2,935	$275K	0.23%	0	13F-HR Timeline
Clearview Wealth Advisors LLC	2,930	$274K	0.21%	-225	13F-HR Timeline
Trademark Financial Management, LLC	2,928	$274K	0.21%	-18	13F-HR Timeline
LEGACY SOLUTIONS, LLC	2,928	$274K	0.3%	-198	13F-HR Timeline
Pacific Sun Financial Corp	2,918	$273K	0.16%	-440	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	2,909	$273K	0.05%	+1,327	13F-HR Timeline
Vision Capital Management, Inc.	2,908	$272K	0.04%	0	13F-HR Timeline
Defined Financial Planning LLC	2,904	$272K	0.28%	-174	13F-HR Timeline