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Disclosery

USMV ISHARES TR

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SHS (fund)

1,290 managers (1,302 13F filers) reported a position in USMV shares at 2025-06-30, 180,894,166 shares in all. 72 filers opened a position and 74 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
72
Added
450
Reduced
527
Sold out
74
Shares held by filers
180,894,166

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
RICHARDSON FINANCIAL SERVICES INC.5,704$537K0.36%+24413F-HRTimeline
Kingsman Wealth Management, Inc.5,712$536K0.33%+2013F-HRTimeline
Brady Martz Wealth Solutions, LLC5,664$532K0.1%new13F-HRTimeline
Stonebridge Financial Planning Group, L…5,650$530K0.22%-60213F-HRTimeline
New Hampshire Trust5,645$530K0.11%013F-HRTimeline
Lion Street Advisors, LLC5,643$530K0.16%+45113F-HRTimeline
New Republic Capital, LLC5,633$529K0.19%+613F-HRTimeline
Glass Jacobson Investment Advisors llc5,623$528K0.2%013F-HRTimeline
Mendel Money Management5,623$528K0.23%+6113F-HRTimeline
Gallacher Capital Management LLC5,600$526K0.24%-10013F-HRTimeline
Ewing Morris & Co. Investment Partners …5,600$526K0.24%+60013F-HRTimeline
GREENWOOD GEARHART LLC5,589$525K0.03%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,574$523K0.27%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC5,568$523K0.29%-1,75213F-HRTimeline
Austin Private Wealth, LLC5,560$522K0.04%-1,74113F-HRTimeline
OBSIDIAN CIO, LLC5,553$521K0.08%+1213F-HRTimeline
Arete Wealth Advisors, LLC5,555$521K0.04%-19013F-HRTimeline
Keystone Financial Group, Inc.5,590$520K0.33%-3,02713F-HRTimeline
Enclave Advisors LLC5,531$519K0.08%-3,77013F-HRTimeline
TRUST CO OF VERMONT5,522$518K0.02%+1,39613F-HRTimeline
WARNER FINANCIAL, INC5,501$516K0.21%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,496$516K0.11%-1213F-HRTimeline
GREENLEAF TRUST5,488$515K<0.01%+16013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC5,472$514K0.19%+1913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,467$513K0.09%013F-HRTimeline
Transce3nd, LLC5,432$510K0.22%-38613F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,424$509K0.03%013F-HRTimeline
Joseph Group Capital Management5,358$503K0.17%-20313F-HR/ATimeline
WEALTHGARDEN F.S. LLC5,418$502K0.42%-28113F-HRTimeline
WEALTH ALLIANCE, LLC5,335$501K0.06%+21313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC5,334$501K0.06%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,326$500K0.01%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,304$498K0.01%-12113F-HRTimeline
Berkeley, Inc5,262$494K0.18%-17913F-HRTimeline
Barnes Wealth Management Group, Inc5,235$491K0.29%+30813F-HRTimeline
New World Advisors LLC5,213$489K0.1%+93113F-HRTimeline
LCNB CORP5,212$489K0.17%-18813F-HRTimeline
Trust Co of the South5,195$488K0.09%-3,33813F-HRTimeline
WESBANCO BANK INC5,184$487K0.01%+55313F-HRTimeline
Boreal Capital Management LLC5,176$486K0.4%13F-HRTimeline
Sage Capital Advisors,llc5,168$485K0.12%-5813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,150$483K0.08%+1613F-HRTimeline
Worth Financial Advisory Group, LLC5,138$482K0.3%+1,00013F-HRTimeline
AdvisorNet Financial, Inc5,112$480K0.03%-82313F-HRTimeline
Graypoint LLC5,099$479K0.03%+1013F-HRTimeline
WealthPlan Investment Management, LLC5,090$478K0.03%new13F-HRTimeline
Moment Partners, LLC5,088$478K0.09%-76713F-HRTimeline
Patton Albertson Miller Group, LLC5,079$477K0.06%-2,55413F-HRTimeline
Sound Income Strategies, LLC5,036$473K0.03%-1113F-HRTimeline
SHELTON CAPITAL MANAGEMENT5,004$470K0.01%013F-HRTimeline
Larson Financial Group LLC5,003$470K0.02%-34713F-HRTimeline
Opulen Financial Group LLC5,002$469K0.39%+613F-HRTimeline
Crabel Capital Management, LLC5,000$469K0.29%013F-HRTimeline
Revisor Wealth Management LLC4,909$459K0.17%-1013F-HRTimeline
First Bank & Trust4,883$458K0.08%013F-HRTimeline
OMNI 360 Wealth, Inc.4,854$456K0.28%-28213F-HR/ATimeline
Aerodigm Wealth, LLC4,817$452K0.22%new13F-HRTimeline
AlphaStar Capital Management, LLC4,751$446K0.03%-38813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…4,725$444K0.02%013F-HRTimeline
Roxbury Financial LLC4,725$443K0.43%+30813F-HRTimeline
Latitude Advisors, LLC4,724$443K0.22%-39013F-HRTimeline
SAGE FINANCIAL GROUP INC4,690$440K0.03%+28513F-HRTimeline
Venture Visionary Partners LLC4,668$438K0.02%013F-HRTimeline
IEQ CAPITAL, LLC4,627$434K<0.01%+2,45013F-HRTimeline
Smart Portfolios, LLC4,595$431K0.43%-10213F-HRTimeline
PLANNING DIRECTIONS INC4,585$430K0.24%+1013F-HRTimeline
Kelly Financial Services LLC4,579$430K0.13%-59113F-HRTimeline
Blue Capital, Inc.4,572$429K0.3%13F-HRTimeline
TCI Wealth Advisors, Inc.4,551$427K0.03%+1713F-HRTimeline
GC Wealth Management RIA, LLC4,538$426K0.03%new13F-HRTimeline
MKT Advisors LLC4,501$424K0.17%+313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,431$416K0.04%+29013F-HRTimelineGroup
CAP Partners, LLC4,418$415K0.26%-1513F-HRTimeline
Skyline Advisors, Inc.4,409$414K0.15%-24313F-HRTimeline
SeaCrest Wealth Management, LLC4,406$414K0.04%+8613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,390$412K0.01%-40313F-HRTimeline
LEUTHOLD GROUP, LLC4,382$411K0.05%new13F-HRTimeline
Atlas Brown,Inc.4,321$406K0.13%+9013F-HRTimeline
Talisman Wealth Advisors LLC4,312$405K0.37%+113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,249$399K0.04%-17713F-HRTimelineGroup
Five Pine Wealth Management4,242$399K0.3%-42313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,246$399K<0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.4,245$398K0.02%-19,94813F-HRTimeline
Independent Advisor Alliance4,198$394K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,192$394K0.01%013F-HRTimeline
KPP Advisory Services LLC4,167$391K0.06%+11813F-HR/ATimeline
Granite Bay Wealth Management, LLC4,164$391K0.13%+94213F-HRTimeline
First Horizon Advisors, Inc.4,154$390K0.01%+65513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,150$390K0.01%013F-HRTimeline
Outlook Wealth Advisors, LLC4,142$389K0.1%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,112$386K<0.01%+11313F-HRTimelineGroup
Register Financial Advisors LLC4,111$386K0.17%+1113F-HRTimeline
Destination Wealth Management4,106$385K0.01%+9613F-HRTimeline
TFB Advisors LLC4,054$381K0.1%+36013F-HRTimeline
Grove Bank & Trust4,053$380K0.05%013F-HRTimeline
Guardian Asset Advisors, LLC4,051$380K0.22%+1,08013F-HRTimeline
Balefire, LLC4,047$380K0.08%new13F-HRTimeline
Blue Zone Wealth Advisors, LLC4,040$379K0.09%+13813F-HRTimeline
Stokes Family Office, LLC4,036$379K0.04%+1,34513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,036$379K0.14%+1,55013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,031$378K0.01%+1,63213F-HRTimeline
BEACON FINANCIAL GROUP4,024$378K0.04%+3913F-HRTimeline
McKinley Carter Wealth Services, Inc.4,015$377K0.02%+313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,988$374K0.13%new13F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC3,984$374K0.19%+1413F-HRTimeline
GenTrust, LLC3,974$373K0.02%013F-HRTimeline
Ariadne Wealth Management, LP3,976$372K0.18%-3,12113F-HRTimeline
PINNACLE ASSOCIATES LTD3,962$372K0.01%013F-HRTimeline
Balance Wealth Partners LLC3,960$372K0.22%-2,85513F-HRTimeline
Hobart Private Capital, LLC3,959$372K0.08%013F-HRTimeline
Stone House Investment Management, LLC3,948$371K0.07%+97813F-HRTimeline
Aspect Partners, LLC3,948$371K0.18%-913F-HRTimeline
Apex Wealth Management, LLC3,933$369K0.3%+1313F-HRTimeline
Chancellor Financial Group WB LP3,931$369K0.29%-22513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.3,911$367K0.05%013F-HRTimeline
TSFG, LLC3,910$367K0.07%-25313F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,900$366K0.07%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,895$366K0.03%-38913F-HRTimeline
SlateStone Wealth, LLC3,862$363K0.03%+413F-HRTimeline
WASHINGTON TRUST Co3,850$361K0.01%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,844$361K0.01%013F-HRTimelineGroup
GWN SECURITIES INC.3,838$361K0.07%-52,83313F-HRTimeline
SHAYNE & JACOBS, LLC3,840$360K0.12%013F-HRTimeline
Fisher Asset Management, LLC3,828$359K<0.01%-52713F-HRTimeline
HANCOCK WHITNEY CORP3,814$358K0.01%-9613F-HRTimeline
Secure Asset Management, LLC3,796$356K0.07%-21713F-HRTimeline
Chris Bulman Inc3,775$354K0.2%+8813F-HRTimeline
Triton Financial Group Inc3,753$352K0.26%13F-HRTimeline
Fermata Advisors, LLC3,742$351K0.09%-4,06213F-HRTimeline
Alan B Lancz & Associates, Inc.3,700$347K0.35%013F-HRTimeline
Financial Engines Advisors L.L.C.3,698$347K<0.01%-41713F-HRTimeline
TSA Wealth Managment LLC3,659$343K0.13%-17713F-HRTimeline
McElhenny Sheffield Capital Management,…3,653$343K0.09%+19813F-HR/ATimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC3,647$342K0.16%-1513F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,632$341K0.07%-20013F-HRTimeline
Winthrop Advisory Group LLC3,625$340K0.03%new13F-HRTimeline
Phillips Wealth Planners LLC3,631$340K0.31%-3113F-HRTimeline
Stewardship Advisors, LLC3,618$340K0.09%+1,32913F-HRTimeline
Symphony Financial, Ltd. Co.3,629$339K0.04%new13F-HR/ATimeline
Beaumont Financial Advisors, LLC3,574$335K0.02%-17913F-HRTimeline
Ledyard National Bank3,561$334K0.03%+25313F-HRTimeline
Connecticut Wealth Management, LLC3,555$334K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton3,539$332K0.08%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co3,520$330K<0.01%013F-HRTimelineGroup
Smithfield Trust Co3,529$330K0.02%013F-HRTimeline
Prostatis Group LLC3,486$327K0.09%+24413F-HRTimeline
IMG Wealth Management, Inc.3,474$326K0.25%013F-HRTimeline
FineMark National Bank & Trust3,447$324K0.01%-1,03213F-HRTimeline
Rothschild Wealth LLC3,443$323K0.08%-29913F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …3,433$322K0.12%013F-HRTimelineGroup
TRUE Private Wealth Advisors3,402$319K0.04%-18713F-HRTimeline
Sageworth Trust Co of South Dakota3,400$319K0.35%013F-HRTimeline
WealthShield Partners, LLC3,390$318K0.04%-4013F-HRTimeline
LexAurum Advisors, LLC3,382$317K0.05%+3413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,373$317K0.24%-27713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,371$316K0.02%013F-HRTimeline
TFR Capital, LLC.3,349$314K0.11%-82213F-HR/ATimeline
SUMMIT WEALTH GROUP LLC / CO3,347$314K0.08%13F-HRTimeline
Foguth Wealth Management, LLC.3,345$314K0.07%-1,77313F-HRTimeline
Successful Portfolios LLC3,321$312K0.19%-3013F-HRTimeline
Retirement Wealth Solutions LLC3,302$310K0.23%+213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,284$308K0.08%013F-HRTimeline
FCA CORP /TX3,253$305K0.09%-79613F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC3,225$303K0.5%-3,11013F-HRTimeline
Argent Trust Co3,213$302K0.01%-17213F-HRTimeline
Independent Wealth Network Inc.3,213$302K0.11%-3913F-HRTimeline
WealthPLAN Partners, LLC3,163$297K0.05%new13F-HRTimeline
WESCAP Management Group, Inc.3,163$297K0.07%013F-HRTimeline
Reyes Financial Architecture, Inc.3,150$296K0.25%+61113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,148$296K0.01%+18313F-HRTimeline
Front Row Advisors LLC3,148$296K0.1%-11013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC3,146$295K0.24%-29613F-HRTimeline
Ridgeline Wealth, LLC3,138$295K0.24%-2,88913F-HRTimeline
Watts Gwilliam & Co., LLC3,133$293K0.05%-1,96713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,123$293K0.17%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,118$293K0.04%+20913F-HRTimeline
McAdam, LLC3,119$293K0.02%+83513F-HRTimeline
NCM Capital Management, LLC3,106$291K0.12%+37913F-HRTimeline
Truepoint, Inc.3,098$291K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,090$290K0.02%-27913F-HRTimelineGroup
Balentine LLC3,077$289K0.01%+813F-HRTimeline
Defined Financial Planning LLC3,127$288K0.26%+22313F-HRTimeline
Lantz Financial LLC3,064$288K0.07%-113F-HRTimeline
Clearwater Capital Advisors, LLC3,058$287K0.03%013F-HRTimeline
Fluent Financial, LLC3,051$286K0.12%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,049$286K0.01%new13F-HRTimeline
Intelligence Driven Advisers, LLC3,048$286K0.04%013F-HRTimeline
Rockwood Wealth Management, LLC3,048$286K0.03%013F-HRTimeline
Archer Investment Corp3,039$285K0.07%-9413F-HRTimeline
Raab & Moskowitz Asset Management LLC3,031$285K0.07%+56213F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,020$283K0.01%013F-HRTimeline
MinichMacGregor Wealth Management, LLC3,015$283K0.06%new13F-HRTimeline
Bison Wealth, LLC3,028$282K0.02%+56813F-HRTimeline
BURNS J W & CO INC/NY3,000$282K0.03%013F-HRTimeline
Carl P. Sherr & Co., LLC2,966$278K0.14%013F-HRTimeline
Arcadia Wealth Management, LLC2,944$276K0.12%-8213F-HRTimeline
BCS Wealth Management2,938$276K0.06%-3,08913F-HRTimeline
Nautilus Advisors LLC2,935$276K0.2%013F-HRTimeline
Berger Financial Group, Inc2,923$274K0.02%-2,26913F-HRTimeline
Clearview Wealth Advisors LLC2,922$274K0.19%-813F-HRTimeline