USMV ISHARES TR

SHS (fund)

1,364 managers (1,379 13F filers) reported a position in USMV shares at 2025-12-31, 178,882,147 shares in all. 79 filers opened a position and 83 filers sold out during the quarter.

Managers: 1,364
13F filers: 1,379
New: 79
Added: 426
Reduced: 540
Sold out: 83
Shares held by filers: 178,882,147

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
COLLECTIVE FAMILY OFFICE LLC	5,742	$541K	0.12%	-225	13F-HR Timeline
RWA WEALTH PARTNERS, LLC	5,729	$539K	0.01%	+323	13F-HR Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP	5,707	$537K	<0.01%	-29	13F-HR Timeline Group
Bank Julius Baer & Co. Ltd, Zurich	5,703	$537K	<0.01%	new	13F-HR Timeline
Castle Rock Wealth Management, LLC	5,679	$537K	0.12%	-595	13F-HR Timeline
RFG Advisory, LLC	5,692	$536K	0.01%	+2,420	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	5,688	$536K	0.01%	+2,540	13F-HR Timeline
Brady Martz Wealth Solutions, LLC	5,664	$533K	0.09%	0	13F-HR Timeline
New Hampshire Trust	5,645	$532K	0.1%	0	13F-HR Timeline
EQ LLC	5,639	$531K	0.15%	-504	13F-HR Timeline
FINANCIAL LIFE ADVISORS	5,632	$530K	0.16%	-251	13F-HR Timeline
Barnes Wealth Management Group, Inc	5,629	$530K	0.28%	-193	13F-HR Timeline
Mainstream Capital Management LLC	5,628	$530K	0.35%	-630	13F-HR Timeline
Glenview Trust Co	5,617	$529K	0.01%	-175	13F-HR Timeline
Glass Jacobson Investment Advisors llc	5,610	$528K	0.19%	0	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	5,608	$528K	0.03%	-1,118	13F-HR Timeline
Keystone Financial Group, Inc.	5,607	$528K	0.28%	+9	13F-HR Timeline
SCHMIDT P J INVESTMENT MANAGEMENT INC	5,592	$527K	0.09%	+416	13F-HR Timeline
Gallacher Capital Management LLC	5,579	$525K	0.2%	-22	13F-HR Timeline
Higgins & Schmidt Wealth Strategies LLC	5,568	$524K	0.25%	0	13F-HR Timeline
FORTE ASSET MANAGEMENT LLC	5,565	$524K	0.24%	-9	13F-HR Timeline
MILESTONE ASSET MANAGEMENT, LLC	5,507	$519K	0.1%	+82	13F-HR Timeline
COFG Advisors, LLC	5,507	$519K	0.13%		13F-HR Timeline
WEALTHGARDEN F.S. LLC	5,427	$518K	0.34%	+74	13F-HR Timeline
WARNER FINANCIAL, INC	5,501	$518K	0.18%	0	13F-HR Timeline
Harpswell Capital Advisors, LLC	5,500	$518K	0.41%	new	13F-HR Timeline
Centennial Advisors, LLC	5,479	$516K	0.67%		13F-HR Timeline
SHP Wealth Management	5,474	$515K	0.04%		13F-HR Timeline
FourThought Financial Partners, LLC	5,441	$512K	0.04%	0	13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	5,424	$511K	0.03%	0	13F-HR Timeline
Joel Adams & Associates, Inc.	5,405	$509K	0.38%	-214	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	5,373	$506K	0.05%	+622	13F-HR Timeline Group
Patten Group, Inc.	5,353	$504K	0.09%	-533	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	5,326	$504K	0.01%	0	13F-HR Timeline
Gibson Capital, LLC	5,346	$503K	0.09%	-533	13F-HR Timeline
Smith Partners Wealth Management, LLC	5,343	$503K	0.46%		13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	5,334	$502K	0.06%	0	13F-HR Timeline
Pinnacle Family Advisors, LLC	5,334	$502K	0.22%	-133	13F-HR Timeline
Independent Advisor Alliance	5,274	$497K	0.01%	+890	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	5,267	$496K	0.08%	-150	13F-HR Timeline
Briggs Wealth Management, Inc	5,262	$495K	0.53%		13F-HR Timeline
Kingsman Wealth Management, Inc.	5,256	$495K	0.27%	-478	13F-HR Timeline
Pathfinder Wealth Consulting, Inc.	5,246	$494K	0.31%		13F-HR Timeline
Galvin, Gaustad & Stein, LLC	5,230	$492K	0.04%	new	13F-HR Timeline
Trust Co of the South	5,195	$489K	0.08%	0	13F-HR Timeline
Old North State Trust, LLC	5,192	$489K	0.29%	-4,142	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	5,187	$488K	0.01%	-13	13F-HR Timeline
Boreal Capital Management LLC	5,177	$487K	0.37%	0	13F-HR Timeline
Sage Capital Advisors,llc	5,168	$487K	0.12%	0	13F-HR Timeline
LCNB CORP	5,150	$485K	0.16%	0	13F-HR Timeline
New Republic Capital, LLC	5,149	$485K	0.13%	-452	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	5,137	$484K	0.11%	+28	13F-HR Timeline
Opulen Financial Group LLC	5,129	$483K	0.35%	+9	13F-HR Timeline
GUIDANCE CAPITAL, INC	5,087	$482K	0.12%	-1,139	13F-HR Timeline
Welch Group, LLC	5,104	$481K	0.02%	new	13F-HR Timeline
Larson Financial Group LLC	5,092	$479K	0.02%	+17	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	5,045	$475K	0.01%	+278	13F-HR Timeline
WESBANCO BANK INC	5,013	$472K	0.01%	-265	13F-HR Timeline
Berkeley, Inc	5,012	$472K	0.15%	0	13F-HR Timeline
SHELTON CAPITAL MANAGEMENT	5,004	$471K	0.01%	0	13F-HR Timeline
Balance Wealth Partners LLC	5,004	$471K	0.15%	-661	13F-HR Timeline
GREENLEAF TRUST	5,001	$471K	<0.01%	-327	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	4,970	$468K	0.15%	-719	13F-HR Timeline
Grandview Asset Management LLC	4,943	$465K	0.13%	-1,257	13F-HR Timeline
New World Advisors LLC	4,921	$463K	0.08%	+385	13F-HR Timeline
MANAGED ASSET PORTFOLIOS, LLC	4,918	$463K	0.06%	new	13F-HR Timeline
Columbus Macro, LLC	4,889	$460K	0.05%	-233	13F-HR Timeline
Moment Partners, LLC	4,888	$460K	0.09%	-200	13F-HR Timeline
First Bank & Trust	4,883	$460K	0.07%	0	13F-HR Timeline
Worth Financial Advisory Group, LLC	4,841	$456K	0.22%	-200	13F-HR Timeline
PLANNING DIRECTIONS INC	4,822	$454K	0.23%	+13	13F-HR Timeline
Aerodigm Wealth, LLC	4,817	$454K	0.18%	0	13F-HR/A Timeline
Institute for Wealth Management, LLC.	4,797	$452K	0.05%	-4,239	13F-HR Timeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …	4,774	$450K	<0.01%		13F-HR/A Timeline Group
Stewardship Advisors, LLC	4,762	$448K	0.1%	+190	13F-HR Timeline
WealthPlan Investment Management, LLC	4,703	$443K	0.03%	-70	13F-HR Timeline
SAGE FINANCIAL GROUP INC	4,690	$442K	0.03%	0	13F-HR Timeline
Enclave Advisors LLC	4,685	$441K	0.06%	-315	13F-HR Timeline
BAYBAN	4,677	$440K	0.39%		13F-HR Timeline
Federation des caisses Desjardins du Qu…	4,675	$440K	<0.01%	-572	13F-HR Timeline
TRUST CO OF VERMONT	4,670	$440K	0.02%	-907	13F-HR Timeline
Venture Visionary Partners LLC	4,668	$440K	0.01%	0	13F-HR Timeline
VIRTUE ASSET MANAGEMENT LLC	4,624	$435K	0.35%	0	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	4,611	$434K	0.01%	-23	13F-HR Timeline
TCI Wealth Advisors, Inc.	4,580	$431K	0.02%	0	13F-HR Timeline
Roxbury Financial LLC	4,565	$430K	0.39%	+13	13F-HR Timeline
Tempo Wealth, LLC	4,552	$429K	0.08%		13F-HR Timeline
AdvisorNet Financial, Inc	4,537	$427K	0.02%	-460	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	4,531	$427K	0.01%	-298	13F-HR Timeline
GAMMA Investing LLC	4,529	$426K	0.02%	+2,000	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	4,525	$426K	0.02%	0	13F-HR Timeline
Joseph Group Capital Management	4,515	$425K	0.11%	-235	13F-HR Timeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…	4,496	$423K	0.12%	+160	13F-HR Timeline
Latitude Advisors, LLC	4,492	$423K	0.19%	-20	13F-HR Timeline
Skyline Advisors, Inc.	4,473	$421K	0.14%	+61	13F-HR Timeline
AlphaStar Capital Management, LLC	4,468	$421K	0.03%	+260	13F-HR Timeline
MKT Advisors LLC	4,460	$419K	0.14%	+10	13F-HR Timeline
Smart Portfolios, LLC	4,427	$417K	0.42%	-37	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	4,405	$415K	0.14%	+22	13F-HR Timeline Group
Atlas Brown,Inc.	4,373	$412K	0.12%	+128	13F-HR Timeline
Ledyard National Bank	4,353	$410K	0.04%	+19	13F-HR Timeline
OMNI 360 Wealth, Inc.	4,296	$407K	0.21%	-532	13F-HR Timeline
CAP Partners, LLC	4,303	$405K	0.23%	-107	13F-HR Timeline
Kelly Financial Services LLC	4,273	$402K	0.1%	-24	13F-HR Timeline
Legacy Trust	4,265	$402K	0.08%	0	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	4,249	$400K	0.04%	0	13F-HR Timeline Group
MARIPAU WEALTH MANAGEMENT LLC	4,235	$399K	0.18%	-19	13F-HR Timeline
Balefire, LLC	4,223	$398K	0.08%	-33	13F-HR Timeline
Hobart Private Capital, LLC	4,173	$393K	0.08%	+214	13F-HR Timeline
Five Pine Wealth Management	4,173	$393K	0.25%	-28	13F-HR Timeline
EVERPAR ADVISORS LLC	4,169	$393K	0.15%	+1,008	13F-HR Timeline
WealthPLAN Partners, LLC	4,160	$392K	0.06%	+105	13F-HR Timeline
Stokes Family Office, LLC	4,149	$391K	0.04%	-573	13F-HR Timeline
Golden Reserve Retirement LLC	4,143	$390K	0.07%	new	13F-HR Timeline
Outlook Wealth Advisors, LLC	4,114	$387K	0.09%	-28	13F-HR Timeline
Financial Engines Advisors L.L.C.	4,110	$387K	<0.01%	+40	13F-HR Timeline
BEACON FINANCIAL GROUP	4,079	$384K	0.04%	+105	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	4,046	$381K	0.05%	new	13F-HR Timeline
EVOLVE PRIVATE WEALTH, LLC	4,033	$380K	0.02%		13F-HR Timeline
Apex Wealth Management, LLC	4,022	$380K	0.39%	+75	13F-HR Timeline
McKinley Carter Wealth Services, Inc.	4,022	$379K	0.02%	+4	13F-HR Timeline
Stone House Investment Management, LLC	4,022	$379K	0.06%	+48	13F-HR Timeline
Ariadne Wealth Management, LP	3,976	$378K	0.16%	0	13F-HR Timeline
SOUTHERN CAPITAL ADVISORS, LLC	4,016	$378K	0.17%	+16	13F-HR Timeline
Headlands Technologies LLC	4,011	$378K	0.03%	new	13F-HR Timeline
Grove Bank & Trust	4,000	$377K	0.04%	0	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	3,993	$376K	0.07%	-86	13F-HR Timeline
GenTrust, LLC	3,974	$374K	0.02%	0	13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	3,963	$373K	0.11%	+7	13F-HR Timeline
Harbor Group, Inc.	3,937	$371K	0.06%	new	13F-HR Timeline
Stillwater Wealth Management Group	3,935	$371K	0.25%	-2,350	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	3,911	$368K	0.05%	0	13F-HR Timeline
BOURGEON CAPITAL MANAGEMENT LLC	3,900	$367K	0.06%	0	13F-HR Timeline
Sterling Investment Counsel, LLC	3,938	$367K	0.11%	+749	13F-HR Timeline
Obermeyer Wealth Partners	3,890	$366K	0.02%	new	13F-HR Timeline
KPP Advisory Services LLC	3,876	$365K	0.05%	-423	13F-HR Timeline
ONE WEALTH CAPITAL MANAGEMENT, LLC	3,860	$363K	0.15%	+63	13F-HR Timeline
46 Peaks LLC	3,845	$362K	0.27%		13F-HR Timeline
INVESTED ADVISORS	3,844	$362K	0.37%	new	13F-HR Timeline
Register Financial Advisors LLC	3,832	$361K	0.14%	-426	13F-HR Timeline
Secure Asset Management, LLC	3,796	$357K	0.06%	-108	13F-HR Timeline
SHAYNE & JACOBS, LLC	3,780	$356K	0.11%	-60	13F-HR Timeline
Value Investment Professionals, LLC	3,776	$356K	0.37%		13F-HR Timeline
Destination Wealth Management	3,774	$355K	0.01%	0	13F-HR Timeline
HANCOCK WHITNEY CORP	3,764	$354K	0.01%	0	13F-HR Timeline
Triton Financial Group Inc	3,753	$353K	0.23%	0	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	3,744	$353K	0.01%	+20	13F-HR Timeline Group
Chancellor Financial Group WB LP	3,743	$352K	0.24%	-188	13F-HR Timeline
1ST SOURCE BANK	3,724	$351K	0.02%	new	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	3,703	$349K	0.03%	-146	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	3,703	$349K	<0.01%	0	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,700	$348K	0.04%	-8	13F-HR Timeline
Fisher Asset Management, LLC	3,700	$348K	<0.01%	+349	13F-HR Timeline
Alan B Lancz & Associates, Inc.	3,700	$348K	0.31%	0	13F-HR Timeline
Cascades Capital Asset Management, LLC	3,687	$347K	0.15%	-35,411	13F-HR Timeline
Beaumont Financial Advisors, LLC	3,683	$347K	0.02%	-198	13F-HR Timeline
Smithfield Trust Co	3,678	$345K	0.02%	-8	13F-HR Timeline
Fermata Advisors, LLC	3,663	$345K	0.08%	-79	13F-HR Timeline
Chris Bulman Inc	3,658	$344K	0.15%	+73	13F-HR Timeline
McElhenny Sheffield Capital Management,…	3,653	$344K	0.08%	0	13F-HR Timeline
Rothschild Wealth LLC	3,638	$343K	0.03%	+180	13F-HR/A Timeline
Phillips Wealth Planners LLC	3,629	$342K	0.27%	-43	13F-HR Timeline
Trademark Financial Management, LLC	3,633	$342K	0.19%	-155	13F-HR Timeline
ROWLANDMILLER & PARTNERS.ADV	3,632	$342K	0.07%	0	13F-HR Timeline
Harborfront Financial Group LLC	3,628	$342K	2.54%		13F-HR Timeline
Pettinga Financial Advisors LLC	3,621	$341K	0.06%	new	13F-HR Timeline
Aspect Partners, LLC	3,609	$340K	0.15%	-341	13F-HR Timeline
Titiun Yejiel	3,605	$339K	0.42%		13F-HR Timeline
GREENWOOD GEARHART LLC	3,589	$338K	0.02%	0	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	3,589	$338K	0.02%	0	13F-HR Timeline
WASHINGTON TRUST Co	3,584	$337K	0.01%	-266	13F-HR Timeline
Symphony Financial, Ltd. Co.	3,550	$337K	0.05%	0	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	3,564	$336K	0.02%	-294	13F-HR Timeline
TSA Wealth Managment LLC	3,561	$335K	0.11%	+124	13F-HR Timeline
Realta Investment Advisors	3,558	$335K	0.11%	+750	13F-HR Timeline
Opus Financial Solutions LLC	3,556	$335K	0.32%		13F-HR Timeline
FineMark National Bank & Trust	3,556	$335K	0.01%	+177	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	3,542	$334K	0.01%	+8	13F-HR Timeline Group
ZEVIN ASSET MANAGEMENT LLC	3,535	$333K	0.04%	new	13F-HR Timeline
GWN SECURITIES INC.	3,522	$332K	0.07%	+4	13F-HR Timeline
Talisman Wealth Advisors LLC	3,511	$331K	0.26%	-735	13F-HR Timeline
IMG Wealth Management, Inc.	3,474	$327K	0.21%	0	13F-HR Timeline
Banco Santander, S.A.in group Banco Santander, S.A.	3,449	$325K	<0.01%	-132,140	13F-HR Timeline Group
Independent Wealth Network Inc.	3,444	$324K	0.1%	+92	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	3,436	$324K	<0.01%	-12	13F-HR Timeline
Bedel Financial Consulting, Inc.	3,415	$322K	0.03%	new	13F-HR Timeline
Sageworth Trust Co of South Dakota	3,400	$320K	0.26%	0	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	3,389	$319K	0.02%	+39	13F-HR Timeline
Uniting Wealth Partners, LLC	3,382	$318K	0.1%	+497	13F-HR Timeline
PINNACLE ASSOCIATES LTD	3,379	$318K	<0.01%	-758	13F-HR Timeline
MOSAIC FINANCIAL GROUP, LLC	3,373	$318K	0.22%	0	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	3,318	$312K	<0.01%	+244	13F-HR Timeline Group
Revisor Wealth Management LLC	3,273	$310K	0.08%	-1,210	13F-HR Timeline
ASL Financial, LLC	3,287	$310K	0.24%		13F-HR Timeline
TRUE Private Wealth Advisors	3,286	$309K	0.03%	+1	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	3,284	$309K	0.07%	0	13F-HR Timeline
Foguth Wealth Management, LLC.	3,294	$308K	0.05%		13F-HR Timeline
Connecticut Wealth Management, LLC	3,276	$308K	0.01%	0	13F-HR Timeline
FCA CORP /TX	3,263	$307K	0.09%	+5	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	3,244	$305K	0.02%	+846	13F-HR Timeline