USMV ISHARES TR

SHS (fund)

1,354 managers (1,371 13F filers) reported a position in USMV shares at 2026-03-31, 172,870,802 shares in all. 92 filers opened a position and 93 filers sold out during the quarter.

Managers: 1,354
13F filers: 1,371
New: 92
Added: 417
Reduced: 576
Sold out: 93
Shares held by filers: 172,870,802

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	5,645	$524K	0.02%	-163	13F-HR Timeline Group
New Hampshire Trust	5,645	$524K	0.11%	0	13F-HR Timeline
Mainstream Capital Management LLC	5,625	$522K	0.35%	-3	13F-HR Timeline
Glass Jacobson Investment Advisors llc	5,610	$520K	0.18%	0	13F-HR Timeline
FINANCIAL LIFE ADVISORS	5,602	$520K	0.16%	-30	13F-HR Timeline
Gallacher Capital Management LLC	5,575	$517K	0.2%	-4	13F-HR Timeline
Integrity Wealth Partners, LLC	5,574	$517K	0.47%		13F-HR Timeline
Higgins & Schmidt Wealth Strategies LLC	5,568	$516K	0.24%	0	13F-HR Timeline
FORTE ASSET MANAGEMENT LLC	5,565	$516K	0.23%	0	13F-HR Timeline
WARNER FINANCIAL, INC	5,501	$510K	0.17%	0	13F-HR Timeline
SHP Wealth Management	5,457	$506K	0.04%	-17	13F-HR Timeline
ALTERNA WEALTH MANAGEMENT, INC	5,427	$503K	0.38%	-395	13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	5,424	$503K	0.03%	0	13F-HR Timeline
WEALTHGARDEN F.S. LLC	5,397	$501K	0.34%	-30	13F-HR Timeline
Heirloom Wealth Management	5,388	$500K	0.09%	new	13F-HR Timeline
WESBANCO BANK INC	5,362	$497K	0.01%	+349	13F-HR Timeline
Gibson Capital, LLC	5,346	$496K	0.09%	0	13F-HR Timeline
Smith Partners Wealth Management, LLC	5,343	$496K	0.44%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	5,334	$495K	0.05%	0	13F-HR Timeline
STAR Financial Bank	5,300	$492K	0.23%	new	13F-HR Timeline
Kingsman Wealth Management, Inc.	5,278	$489K	0.27%	+22	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	5,267	$488K	0.08%	0	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	5,226	$488K	0.01%	-100	13F-HR Timeline
Quadrant Private Wealth Management, LLC	5,249	$487K	0.08%	-2,021	13F-HR Timeline
Larson Financial Group LLC	5,246	$487K	0.02%	+154	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	5,221	$484K	0.04%	-9	13F-HR Timeline
Old North State Trust, LLC	5,192	$482K	0.29%	0	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	5,187	$482K	0.01%	0	13F-HR Timeline
Trust Co of the South	5,195	$482K	0.08%	0	13F-HR Timeline
GUIDANCE CAPITAL, INC	5,087	$481K	0.11%	0	13F-HR Timeline
Sage Capital Advisors,llc	5,168	$479K	0.11%	0	13F-HR Timeline
New Republic Capital, LLC	5,157	$478K	0.16%	+8	13F-HR Timeline
LCNB CORP	5,150	$478K	0.16%	0	13F-HR Timeline
Opulen Financial Group LLC	5,133	$476K	0.34%	+4	13F-HR Timeline
Briggs Wealth Management, Inc	5,107	$474K	0.5%	-155	13F-HR Timeline
Welch Group, LLC	5,104	$473K	0.02%	0	13F-HR Timeline
Pathfinder Wealth Consulting, Inc.	5,104	$473K	0.31%	-142	13F-HR Timeline
COFG Advisors, LLC	5,092	$472K	0.12%	-415	13F-HR Timeline
Glenview Trust Co	5,088	$472K	0.01%	-529	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	5,079	$471K	<0.01%	+34	13F-HR Timeline
Balance Wealth Partners LLC	5,060	$469K	0.15%	+56	13F-HR Timeline
Horizon Wealth Management, LLC	5,027	$466K	0.07%	-1,479	13F-HR Timeline
EQ LLC	5,017	$465K	0.13%	-622	13F-HR Timeline
Berkeley, Inc	5,012	$465K	0.16%	0	13F-HR Timeline
SHELTON CAPITAL MANAGEMENT	5,004	$464K	0.01%	0	13F-HR Timeline
Crabel Capital Management, LLC	5,000	$464K	4.29%	new	13F-HR Timeline
Institute for Wealth Management, LLC.	4,956	$460K	0.05%	+159	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	4,948	$459K	0.17%	+543	13F-HR/A Timeline Group
SEEDS INVESTOR LLC	4,853	$455K	0.06%	new	13F-HR Timeline
Moment Partners, LLC	4,888	$453K	0.08%	0	13F-HR Timeline
DecisionMap Wealth Management, LLC	4,878	$452K	0.29%	-13,402	13F-HR Timeline
Ledyard National Bank	4,877	$452K	0.04%	+524	13F-HR Timeline
First Bank & Trust	4,851	$450K	0.07%	-32	13F-HR Timeline
Aerodigm Wealth, LLC	4,817	$447K	0.17%	0	13F-HR Timeline
BAYBAN	4,797	$445K	0.39%	+120	13F-HR Timeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …	4,791	$444K	<0.01%	+17	13F-HR Timeline Group
Patten Group, Inc.	4,744	$440K	0.08%	-609	13F-HR Timeline
PLANNING DIRECTIONS INC	4,730	$439K	0.22%	-92	13F-HR Timeline
Columbus Macro, LLC	4,706	$436K	0.05%	-183	13F-HR Timeline
SAGE FINANCIAL GROUP INC	4,690	$435K	0.03%	0	13F-HR Timeline
Keystone Financial Group, Inc.	4,682	$434K	0.23%	-925	13F-HR Timeline
Venture Visionary Partners LLC	4,668	$433K	0.01%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	4,667	$433K	0.09%	-470	13F-HR Timeline
Oakmont Advisory Group, LLC	4,665	$433K	0.44%	-8,748	13F-HR Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC	4,662	$432K	<0.01%	+1,719	13F-HR Timeline Group
Skyline Advisors, Inc.	4,655	$432K	0.15%	+182	13F-HR Timeline
VIRTUE ASSET MANAGEMENT LLC	4,624	$429K	0.34%	0	13F-HR Timeline
EVERPAR ADVISORS LLC	4,610	$427K	0.15%	+441	13F-HR Timeline
Destination Wealth Management	4,601	$427K	0.01%	+827	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	4,568	$424K	0.26%	-402	13F-HR Timeline
AdvisorNet Financial, Inc	4,553	$422K	0.02%	+16	13F-HR Timeline
Roxbury Financial LLC	4,547	$422K	0.38%	-18	13F-HR Timeline
TCI Wealth Advisors, Inc.	4,544	$421K	0.02%	-36	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	4,525	$420K	0.02%	0	13F-HR Timeline
Tempo Wealth, LLC	4,508	$418K	0.07%	-44	13F-HR Timeline
MKT Advisors LLC	4,460	$416K	0.14%	0	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	4,469	$414K	0.01%	-62	13F-HR Timeline
1ST SOURCE BANK	4,455	$413K	0.02%	+731	13F-HR Timeline
GAMMA Investing LLC	4,416	$410K	0.02%	-113	13F-HR Timeline
Latitude Advisors, LLC	4,407	$409K	0.19%	-85	13F-HR Timeline
Atlas Brown,Inc.	4,401	$408K	0.12%	+28	13F-HR Timeline
Wilmington Savings Fund Society, FSB	4,368	$405K	0.01%	+1,473	13F-HR Timeline
GenTrust, LLC	4,351	$404K	0.02%	+377	13F-HR Timeline
HANCOCK WHITNEY CORP	4,261	$403K	0.01%	+497	13F-HR Timeline
Apeiron RIA LLC	4,318	$400K	0.09%	-3,670	13F-HR Timeline
Balefire, LLC	4,299	$399K	0.08%	+76	13F-HR Timeline
CAP Partners, LLC	4,290	$398K	0.22%	-13	13F-HR Timeline
Financial Engines Advisors L.L.C.	4,267	$396K	<0.01%	+157	13F-HR Timeline
Legacy Trust	4,265	$396K	0.08%	0	13F-HR Timeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…	4,249	$394K	0.04%		13F-HR Timeline Group
Five Pine Wealth Management	4,228	$392K	0.24%	+55	13F-HR Timeline
Fisher Asset Management, LLC	4,207	$390K	<0.01%	+507	13F-HR Timeline
INVESTED ADVISORS	4,207	$390K	0.39%	+363	13F-HR Timeline
Hobart Private Capital, LLC	4,173	$387K	0.08%	0	13F-HR Timeline
Enclave Advisors LLC	4,161	$386K	0.06%	-524	13F-HR Timeline
Kelly Financial Services LLC	4,160	$386K	0.09%	-113	13F-HR Timeline
OMNI 360 Wealth, Inc.	4,158	$386K	0.2%	-138	13F-HR Timeline
Stewardship Advisors, LLC	4,139	$384K	0.09%	-623	13F-HR Timeline
EVOLVE PRIVATE WEALTH, LLC	4,122	$382K	0.02%	+89	13F-HR Timeline
TSA Wealth Managment LLC	4,115	$382K	0.12%	+554	13F-HR Timeline
Outlook Wealth Advisors, LLC	4,114	$382K	0.09%	0	13F-HR Timeline
AlphaStar Capital Management, LLC	4,110	$381K	0.03%	-358	13F-HR Timeline
J. Goldman & Co LP	4,093	$380K	0.02%	new	13F-HR Timeline
Smart Portfolios, LLC	4,090	$379K	0.38%	-337	13F-HR Timeline
Stone House Investment Management, LLC	4,075	$378K	0.07%	+53	13F-HR Timeline
BEACON FINANCIAL GROUP	4,069	$377K	0.04%	-10	13F-HR Timeline
Harbor Group, Inc.	4,039	$375K	0.05%	+102	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	4,036	$374K	0.08%	+43	13F-HR Timeline
SOUTHERN CAPITAL ADVISORS, LLC	4,033	$374K	0.18%	+17	13F-HR Timeline
McKinley Carter Wealth Services, Inc.	4,026	$373K	0.02%	+4	13F-HR Timeline
Apex Wealth Management, LLC	4,022	$373K	0.26%	0	13F-HR Timeline
UNITED BANK	4,018	$373K	0.05%	-1,982	13F-HR Timeline
Headlands Technologies LLC	4,011	$372K	0.04%	0	13F-HR Timeline
Grove Bank & Trust	4,000	$371K	0.04%	0	13F-HR Timeline
Harpswell Capital Advisors, LLC	4,000	$371K	0.28%	-1,500	13F-HR Timeline
Stokes Family Office, LLC	3,988	$370K	0.04%	-161	13F-HR Timeline
Ariadne Wealth Management, LP	3,976	$369K	0.17%	0	13F-HR Timeline
ONE WEALTH CAPITAL MANAGEMENT, LLC	3,879	$364K	0.16%	+19	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	3,912	$363K	0.01%	-2,263	13F-HR Timeline Group
THOMPSON INVESTMENT MANAGEMENT, INC.	3,911	$363K	0.05%	0	13F-HR Timeline
OLD NATIONAL BANCORP /IN/	3,904	$362K	0.01%	new	13F-HR Timeline
BOURGEON CAPITAL MANAGEMENT LLC	3,900	$362K	0.06%	0	13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	3,900	$362K	0.1%	-63	13F-HR Timeline
Obermeyer Wealth Partners	3,890	$361K	0.02%	0	13F-HR Timeline
MAIRS & POWER INC	3,884	$360K	<0.01%	new	13F-HR Timeline
MARIPAU WEALTH MANAGEMENT LLC	3,879	$360K	0.16%	-356	13F-HR/A Timeline
KPP Advisory Services LLC	3,872	$359K	0.05%	-4	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	3,854	$357K	0.01%	+110	13F-HR Timeline Group
46 Peaks LLC	3,845	$357K	0.26%	0	13F-HR Timeline
Joseph Group Capital Management	3,834	$356K	0.09%	-681	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	3,826	$355K	0.01%	-3,137	13F-HR Timeline Group
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS	3,806	$353K	<0.01%	-796,941	13F-HR Timeline Group
Secure Asset Management, LLC	3,796	$352K	0.06%	0	13F-HR Timeline
SHAYNE & JACOBS, LLC	3,780	$351K	0.11%	0	13F-HR Timeline
Clearview Wealth Management LLC	3,778	$350K	0.25%		13F-HR Timeline
Register Financial Advisors LLC	3,743	$347K	0.13%	-89	13F-HR Timeline
Alan B Lancz & Associates, Inc.	3,700	$343K	0.33%	0	13F-HR Timeline
Cascades Capital Asset Management, LLC	3,687	$342K	0.14%	0	13F-HR Timeline
Fermata Advisors, LLC	3,658	$339K	0.08%	-5	13F-HR Timeline
McElhenny Sheffield Capital Management,…	3,653	$339K	0.08%	0	13F-HR Timeline
Beaumont Financial Advisors, LLC	3,643	$338K	0.02%	-40	13F-HR Timeline
ROWLANDMILLER & PARTNERS.ADV	3,632	$337K	0.07%	0	13F-HR Timeline
Wedmont Private Capital	3,571	$336K	0.01%	+1,419	13F-HR Timeline
Chancellor Financial Group WB LP	3,623	$336K	0.24%	-120	13F-HR Timeline
LexAurum Advisors, LLC	3,622	$336K	0.04%		13F-HR Timeline
Smithfield Trust Co	3,648	$335K	0.01%	-30	13F-HR Timeline
Titiun Yejiel	3,605	$334K	0.34%	0	13F-HR Timeline
WASHINGTON TRUST Co	3,584	$332K	0.01%	0	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	3,551	$329K	<0.01%	-152	13F-HR Timeline
Symphony Financial, Ltd. Co.	3,550	$327K	0.04%	0	13F-HR Timeline
Uniting Wealth Partners, LLC	3,520	$326K	0.07%	+138	13F-HR Timeline
GWN SECURITIES INC.	3,502	$325K	0.06%	-20	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	3,524	$323K	0.02%	-40	13F-HR Timeline
Foguth Wealth Management, LLC.	3,341	$323K	0.04%	+47	13F-HR Timeline
Phillips Wealth Planners LLC	3,425	$322K	0.24%	-204	13F-HR Timeline
Opus Financial Solutions LLC	3,456	$321K	0.3%	-100	13F-HR Timeline
Banco Santander, S.A.in group Banco Santander, S.A.	3,449	$320K	<0.01%	0	13F-HR Timeline Group
Sarver Vrooman Wealth Advisors	3,442	$319K	0.2%	-35,265	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	3,434	$318K	0.01%	-21,954	13F-HR Timeline Group
DONALDSON CAPITAL MANAGEMENT, LLC	3,423	$317K	0.01%	+373	13F-HR Timeline
Bedel Financial Consulting, Inc.	3,421	$317K	0.04%	+6	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	3,408	$316K	0.02%	-295	13F-HR Timeline
GREENLEAF TRUST	3,406	$316K	<0.01%	-1,595	13F-HR Timeline
Estate Counselors, LLC	3,400	$315K	0.03%	new	13F-HR Timeline
Sageworth Trust Co of South Dakota	3,400	$315K	0.25%	0	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	3,391	$314K	0.02%	-198	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	3,389	$314K	0.02%	0	13F-HR Timeline
MOSAIC FINANCIAL GROUP, LLC	3,373	$313K	0.22%	0	13F-HR Timeline
Sterling Investment Counsel, LLC	3,350	$311K	0.09%	-588	13F-HR Timeline
Fortitude Advisory Group L.L.C.	3,342	$310K	0.14%	new	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	3,248	$306K	<0.01%	-188	13F-HR Timeline
Bison Wealth, LLC	3,240	$306K	0.03%	0	13F-HR Timeline
ASL Financial, LLC	3,287	$305K	0.24%	0	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	3,284	$305K	0.07%	0	13F-HR Timeline
TRUE Private Wealth Advisors	3,282	$304K	0.03%	-4	13F-HR Timeline
Connecticut Wealth Management, LLC	3,276	$304K	0.01%	0	13F-HR Timeline
Revisor Wealth Management LLC	3,273	$304K	0.08%	0	13F-HR Timeline
FCA CORP /TX	3,268	$303K	0.09%	+5	13F-HR Timeline
Alpha Zero LLC	3,261	$302K	0.15%	new	13F-HR Timeline
WealthShield Partners, LLC	3,226	$299K	0.03%	-12	13F-HR Timeline
Grandview Asset Management LLC	3,216	$298K	0.09%	-1,727	13F-HR Timeline
Greenwich Wealth Management LLC	3,208	$298K	0.01%	+968	13F-HR Timeline
Trademark Financial Management, LLC	3,198	$297K	0.15%	-435	13F-HR Timeline
Continuum Advisory, LLC	3,196	$296K	0.03%	+522	13F-HR Timeline
Fiduciary Alliance LLC	3,146	$296K	0.02%	+487	13F-HR Timeline
Guilbault Capital LLC	3,177	$295K	0.32%	+235	13F-HR Timeline
WESCAP Management Group, Inc.	3,163	$293K	0.06%	0	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3,146	$292K	0.04%	+2,113	13F-HR Timeline
Rockwood Wealth Management, LLC	3,144	$292K	0.02%	-63	13F-HR Timeline
MCCARTER PRIVATE WEALTH SERVICES LLC	3,123	$290K	0.13%	0	13F-HR Timeline
August Group Capital Ltd	3,110	$288K	0.33%	+263	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	3,101	$288K	0.01%	-441	13F-HR/A Timeline Group
Balentine LLC	3,099	$287K	0.01%	+10	13F-HR Timeline
Front Row Advisors LLC	3,093	$287K	0.1%	0	13F-HR Timeline
Vision Retirement, LLC	3,091	$287K	0.08%	-130	13F-HR Timeline
SYM FINANCIAL Corp	3,081	$286K	0.03%	+104	13F-HR Timeline
Fluent Financial, LLC	3,051	$285K	0.1%	0	13F-HR Timeline
Clearwater Capital Advisors, LLC	3,075	$285K	0.02%	0	13F-HR Timeline
TSFG, LLC	3,078	$285K	0.04%	0	13F-HR Timeline
Pure Financial Advisors, LLC	3,073	$285K	<0.01%	+370	13F-HR Timeline