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Disclosery

USMV ISHARES TR

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SHS (fund)

1,293 managers (1,307 13F filers) reported a position in USMV shares at 2025-09-30, 179,751,376 shares in all. 76 filers opened a position and 68 filers sold out during the quarter.

Managers
1,293
13F filers
1,307
New
76
Added
408
Reduced
554
Sold out
68
Shares held by filers
179,751,376

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
TRUST CO OF VERMONT5,577$531K0.02%+5513F-HRTimeline
OBSIDIAN CIO, LLC5,576$530K0.07%+2313F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,574$530K0.26%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC5,568$530K0.27%013F-HRTimeline
WARNER FINANCIAL, INC5,501$523K0.2%013F-HRTimeline
Pinnacle Family Advisors, LLC5,467$520K0.23%-2,72913F-HRTimeline
FourThought Financial Partners, LLC5,441$518K0.05%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,425$516K0.1%-7113F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,424$516K0.03%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,417$515K0.09%-5013F-HRTimeline
RWA WEALTH PARTNERS, LLC5,406$514K0.01%-80613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC5,334$507K0.06%013F-HRTimeline
GREENLEAF TRUST5,328$507K<0.01%-16013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,326$507K0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC5,353$507K0.36%-6513F-HRTimeline
WESBANCO BANK INC5,278$502K0.01%+9413F-HRTimeline
Federation des caisses Desjardins du Qu…5,247$499K<0.01%-65,89213F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC5,278$498K0.14%-19413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,200$495K0.01%+1,05013F-HRTimeline
Trust Co of the South5,195$494K0.08%013F-HRTimeline
Boreal Capital Management LLC5,177$493K0.4%+113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,176$492K0.08%+2613F-HRTimeline
Sage Capital Advisors,llc5,168$492K0.12%013F-HRTimeline
LCNB CORP5,150$490K0.17%-6213F-HRTimeline
Columbus Macro, LLC5,122$487K0.06%-1,37413F-HRTimeline
Opulen Financial Group LLC5,120$487K0.37%+11813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,109$486K0.12%-79513F-HRTimeline
Moment Partners, LLC5,088$484K0.09%013F-HRTimeline
Larson Financial Group LLC5,075$483K0.02%+7213F-HRTimeline
Worth Financial Advisory Group, LLC5,041$480K0.27%-9713F-HRTimeline
Berkeley, Inc5,012$477K0.15%-25013F-HRTimeline
SHELTON CAPITAL MANAGEMENT5,004$476K0.01%013F-HRTimeline
Enclave Advisors LLC5,000$476K0.07%-53113F-HRTimeline
AdvisorNet Financial, Inc4,997$475K0.03%-11513F-HRTimeline
First Bank & Trust4,883$465K0.08%013F-HRTimeline
Arete Wealth Advisors, LLC4,933$462K0.03%-62213F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,829$459K0.01%-47513F-HRTimeline
OMNI 360 Wealth, Inc.4,828$459K0.26%-2613F-HRTimeline
PLANNING DIRECTIONS INC4,809$458K0.24%+22413F-HRTimeline
Aerodigm Wealth, LLC4,817$458K0.19%013F-HRTimeline
WealthPlan Investment Management, LLC4,773$454K0.03%-31713F-HRTimeline
SYNOVUS FINANCIAL CORP4,770$454K0.01%-1,70713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,767$454K0.01%-1,84613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,751$452K0.04%+32013F-HRTimelineGroup
Joseph Group Capital Management4,750$452K0.13%-60813F-HRTimeline
Stokes Family Office, LLC4,722$449K0.04%+68613F-HRTimeline
SAGE FINANCIAL GROUP INC4,690$446K0.03%013F-HRTimeline
Valeo Financial Advisors, LLC4,668$444K0.01%+2,24513F-HRTimeline
Venture Visionary Partners LLC4,668$444K0.02%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,634$441K0.01%+60313F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC4,624$440K0.36%13F-HRTimeline
Patton Albertson Miller Group, LLC4,608$438K0.05%-47113F-HRTimeline
TCI Wealth Advisors, Inc.4,580$436K0.03%+2913F-HRTimeline
Stewardship Advisors, LLC4,572$435K0.1%+95413F-HRTimeline
Roxbury Financial LLC4,552$433K0.4%-17313F-HRTimeline
New World Advisors LLC4,536$432K0.08%-67713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…4,525$431K0.02%-20013F-HRTimeline
Latitude Advisors, LLC4,512$429K0.2%-21213F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD4,485$427K<0.01%-9,61413F-HRTimelineGroup
Revisor Wealth Management LLC4,483$425K0.15%-42613F-HRTimeline
Smart Portfolios, LLC4,464$425K0.41%-13113F-HRTimeline
MKT Advisors LLC4,450$423K0.16%-5113F-HRTimeline
Skyline Advisors, Inc.4,412$420K0.14%+313F-HRTimeline
CAP Partners, LLC4,410$420K0.24%-813F-HRTimeline
Quantbot Technologies LP4,385$417K0.01%new13F-HRTimeline
Independent Advisor Alliance4,384$417K0.01%+18613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,383$417K0.13%-1,63413F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,336$413K0.13%+30013F-HRTimeline
Ledyard National Bank4,334$412K0.04%+77313F-HRTimeline
KPP Advisory Services LLC4,299$409K0.06%+13213F-HRTimeline
Kelly Financial Services LLC4,297$409K0.11%-28213F-HRTimeline
Legacy Trust4,265$406K0.08%new13F-HRTimeline
Register Financial Advisors LLC4,258$405K0.16%+14713F-HRTimeline
Balefire, LLC4,256$405K0.08%+20913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,254$405K0.2%-3,99113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,249$404K0.04%013F-HRTimelineGroup
Talisman Wealth Advisors LLC4,246$404K0.33%-6613F-HRTimeline
Atlas Brown,Inc.4,245$404K0.12%-7613F-HRTimeline
AlphaStar Capital Management, LLC4,208$400K0.03%-54313F-HRTimeline
Five Pine Wealth Management4,201$400K0.27%-4113F-HRTimeline
Outlook Wealth Advisors, LLC4,142$394K0.1%013F-HRTimeline
PINNACLE ASSOCIATES LTD4,137$394K0.01%+17513F-HRTimeline
Blue Zone Wealth Advisors, LLC4,079$388K0.08%+3913F-HRTimeline
Financial Engines Advisors L.L.C.4,070$387K<0.01%+37213F-HRTimeline
WealthPLAN Partners, LLC4,055$386K0.06%+89213F-HRTimeline
McKinley Carter Wealth Services, Inc.4,018$382K0.02%+313F-HRTimeline
Grove Bank & Trust4,000$381K0.04%-5313F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC4,000$381K0.18%+1613F-HRTimeline
BEACON FINANCIAL GROUP3,974$378K0.04%-5013F-HRTimeline
GenTrust, LLC3,974$378K0.02%013F-HRTimeline
Stone House Investment Management, LLC3,974$378K0.06%+2613F-HRTimeline
Hobart Private Capital, LLC3,959$377K0.08%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,956$376K0.12%-3213F-HRTimeline
Aspect Partners, LLC3,950$376K0.17%+213F-HRTimeline
Apex Wealth Management, LLC3,947$376K0.27%+1413F-HRTimeline
Ariadne Wealth Management, LP3,976$374K0.17%013F-HRTimeline
Chancellor Financial Group WB LP3,931$374K0.27%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.3,911$372K0.05%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,908$372K<0.01%new13F-HRTimelineGroup
SCS Capital Management LLC3,907$372K<0.01%-5,67013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,900$371K0.07%013F-HRTimeline
TSFG, LLC3,896$371K0.06%-1413F-HRTimeline
Secure Asset Management, LLC3,904$371K0.06%+10813F-HRTimeline
Beaumont Financial Advisors, LLC3,881$369K0.02%+30713F-HRTimeline
B. Riley Wealth Advisors, Inc.3,858$367K0.02%-38713F-HRTimeline
WASHINGTON TRUST Co3,850$366K0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,849$366K0.03%-4613F-HRTimeline
SHAYNE & JACOBS, LLC3,840$365K0.11%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC3,797$361K0.16%+15013F-HRTimeline
Trademark Financial Management, LLC3,788$360K0.21%-26,57313F-HRTimeline
Destination Wealth Management3,774$359K0.01%-33213F-HRTimeline
HANCOCK WHITNEY CORP3,764$358K0.01%-5013F-HRTimeline
Triton Financial Group Inc3,753$357K0.24%013F-HRTimeline
Fermata Advisors, LLC3,742$356K0.09%013F-HRTimeline
LaSalle St. Investment Advisors, LLC3,738$355K0.06%+1,41813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,724$354K0.01%-12013F-HRTimelineGroup
SeaCrest Wealth Management, LLC3,708$354K0.04%-69813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,703$352K<0.01%-68713F-HRTimeline
Alan B Lancz & Associates, Inc.3,700$352K0.32%013F-HRTimeline
Phillips Wealth Planners LLC3,672$349K0.29%+4113F-HRTimeline
Smithfield Trust Co3,686$348K0.02%+15713F-HRTimeline
McElhenny Sheffield Capital Management,…3,653$348K0.08%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,632$346K0.07%013F-HRTimeline
GREENWOOD GEARHART LLC3,589$341K0.02%-2,00013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,589$341K0.02%+70513F-HRTimeline
Chris Bulman Inc3,585$341K0.17%-19013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co3,571$340K<0.01%+5113F-HRTimelineGroup
Symphony Financial, Ltd. Co.3,550$336K0.04%-7913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,534$336K0.01%+2,81113F-HRTimelineGroup
Winthrop Advisory Group LLC3,533$336K0.03%-9213F-HRTimeline
GWN SECURITIES INC.3,518$335K0.08%-32013F-HRTimeline
LexAurum Advisors, LLC3,485$332K0.05%+10313F-HRTimeline
IMG Wealth Management, Inc.3,474$331K0.22%013F-HRTimeline
Rothschild Wealth LLC3,458$329K0.07%+1513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,448$328K<0.01%-74413F-HRTimeline
IPG Investment Advisors LLC3,441$327K0.06%new13F-HRTimeline
TSA Wealth Managment LLC3,437$327K0.11%-22213F-HRTimeline
Successful Portfolios LLC3,404$324K0.19%+8313F-HRTimeline
Sageworth Trust Co of South Dakota3,400$323K0.3%013F-HRTimeline
FineMark National Bank & Trust3,379$321K0.01%-6813F-HRTimeline
Prostatis Group LLC3,378$321K0.08%-10813F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,373$321K0.23%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC3,366$320K0.04%new13F-HRTimeline
Founders Financial Alliance, LLC3,366$320K0.06%+1,16013F-HRTimeline
BOSTON FAMILY OFFICE LLC3,350$319K0.02%new13F-HRTimeline
Independent Wealth Network Inc.3,352$319K0.1%+13913F-HRTimeline
Fisher Asset Management, LLC3,351$319K<0.01%-47713F-HRTimeline
WealthShield Partners, LLC3,348$319K0.04%-4213F-HRTimeline
Accurate Wealth Management, LLC3,345$317K0.04%+1,17313F-HRTimeline
TRUE Private Wealth Advisors3,285$313K0.03%-11713F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,284$312K0.08%013F-HRTimeline
Connecticut Wealth Management, LLC3,276$312K0.01%-27913F-HRTimeline
RFG Advisory, LLC3,272$311K0.01%+81113F-HRTimeline
FCA CORP /TX3,258$310K0.09%+513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,216$306K0.02%-15513F-HRTimeline
Sterling Investment Counsel, LLC3,189$303K0.1%new13F-HRTimeline
WESCAP Management Group, Inc.3,163$301K0.06%013F-HRTimeline
EVERPAR ADVISORS LLC3,161$301K0.12%+81413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,148$300K<0.01%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC3,146$299K0.22%013F-HRTimeline
Watts Gwilliam & Co., LLC3,139$299K0.05%+613F-HRTimeline
Noble Wealth Management PBC3,130$298K0.16%13F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …3,128$298K0.1%-30513F-HRTimelineGroup
McAdam, LLC3,128$298K0.01%+913F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,123$297K0.15%013F-HRTimeline
Sound Income Strategies, LLC3,124$296K0.02%-1,91213F-HRTimeline
Front Row Advisors LLC3,093$294K0.1%-5513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,895$294K0.02%-1,19513F-HRTimelineGroup
Balentine LLC3,086$294K0.01%+913F-HRTimeline
Arcadia Wealth Management, LLC3,076$293K0.12%+13213F-HRTimeline
Clearwater Capital Advisors, LLC3,075$293K0.02%+1713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,074$292K<0.01%+63913F-HRTimelineGroup
Lantz Financial LLC3,062$291K0.06%-213F-HRTimeline
Fluent Financial, LLC3,051$290K0.11%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,049$290K0.01%013F-HRTimeline
Intelligence Driven Advisers, LLC3,048$290K0.04%013F-HRTimeline
Rockwood Wealth Management, LLC3,048$290K0.02%013F-HRTimeline
Archer Investment Corp3,039$289K0.07%013F-HRTimeline
Silver Grove Financial Group, Inc.3,022$288K0.27%13F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,020$287K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton3,006$286K0.06%-53313F-HRTimeline
BURNS J W & CO INC/NY3,000$285K0.03%013F-HRTimeline
TFR Capital, LLC.2,987$284K0.09%-36213F-HRTimeline
SIMPLEX TRADING, LLC2,963$281K0.01%new13F-HRTimeline
LVZ, Inc.2,948$280K0.03%+45413F-HRTimeline
Bison Wealth, LLC3,015$280K0.03%-1313F-HRTimeline
Nautilus Advisors LLC2,935$279K0.19%013F-HRTimeline
TFB Advisors LLC2,932$278K0.08%-1,12213F-HRTimeline
Vision Capital Management, Inc.2,908$277K0.03%013F-HRTimeline
Betterment LLC2,896$276K<0.01%new13F-HRTimeline
Ridgeline Wealth, LLC2,888$275K0.2%-25013F-HRTimeline
Uniting Wealth Partners, LLC2,885$274K0.06%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,875$274K<0.01%013F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC2,877$274K0.01%+713F-HRTimeline
Carl P. Sherr & Co., LLC2,865$273K0.13%-10113F-HRTimeline
Evercore Wealth Management, LLC2,864$272K<0.01%013F-HRTimeline
Sandbox Financial Partners, LLC2,859$272K0.08%+713F-HRTimeline
Clarity Financial LLC2,843$271K0.03%013F-HRTimeline
Modera Wealth Management, LLC2,836$270K<0.01%+11313F-HRTimeline
Capital Investment Advisors, LLC2,819$268K<0.01%+63013F-HRTimeline