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Disclosery

USMV ISHARES TR

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SHS (fund)

1,365 managers (1,382 13F filers) reported a position in USMV shares at 2026-06-30, 171,302,761 shares in all. 100 filers opened a position and 93 filers sold out during the quarter.

Managers
1,365
13F filers
1,382
New
100
Added
422
Reduced
573
Sold out
93
Shares held by filers
171,302,761

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Aprio Wealth Management, LLC2,922$282K0.01%-7113F-HRTimeline
Vision Capital Management, Inc.2,908$281K0.03%013F-HRTimeline
Founders Financial Alliance, LLC2,908$281K0.04%+26913F-HRTimeline
KICKSTAND VENTURES, LLC.2,904$280K0.05%+21713F-HRTimeline
Guilbault Capital LLC2,866$276K0.28%-31113F-HRTimeline
Carl P. Sherr & Co., LLC2,865$276K0.12%013F-HRTimeline
Evercore Wealth Management, LLC2,864$276K<0.01%013F-HRTimeline
Greenwich Wealth Management LLC2,859$276K0.01%-34913F-HRTimeline
Fiduciary Alliance LLC2,854$275K0.02%-29213F-HRTimeline
Clarity Financial LLC2,843$274K0.02%013F-HRTimeline
Capital Investment Advisors, LLC2,839$274K<0.01%+8513F-HRTimeline
Grandview Asset Management LLC2,820$272K0.07%-39613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,807$271K0.01%013F-HRTimeline
LVZ, Inc.2,802$270K0.03%-14613F-HRTimeline
Proficio Capital Partners LLC2,800$270K0.01%013F-HRTimeline
Winthrop Advisory Group LLC2,799$270K0.02%+2113F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,767$267K<0.01%013F-HRTimelineGroup
Ketron Financial2,766$267K0.08%-5413F-HRTimeline
Perissos Private Wealth Management, LLC2,765$267K0.18%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,754$266K0.01%-34713F-HRTimelineGroup
Headlands Technologies LLC2,754$266K0.03%-1,25713F-HRTimeline
Rothschild Wealth LLC2,747$265K0.02%-18213F-HRTimeline
BDFS Capital LLC2,745$265K0.12%-213F-HRTimeline
Harbour Capital Advisors, LLC2,700$264K0.05%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,736$264K<0.01%-81513F-HRTimeline
First National Trust Co2,733$264K0.01%+35713F-HRTimeline
Carson Advisory Inc.2,716$262K0.12%-2813F-HRTimeline
Optimist Retirement Group LLC2,712$262K0.1%013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,712$262K0.01%-1,19213F-HRTimeline
Wagner Wealth Management, LLC2,705$261K0.05%-613F-HRTimeline
Rosenberg Matthew Hamilton2,702$261K0.05%-30413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,691$260K0.02%013F-HRTimeline
HMV Wealth Advisors, LLC2,681$259K0.1%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,680$259K<0.01%-6913F-HRTimelineGroup
Connecticut Capital Management Group, L…2,680$259K0.21%013F-HRTimeline
Alpha Financial Partners LLC2,679$258K0.14%+913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,669$257K0.02%+813F-HRTimeline
CRUX WEALTH ADVISORS2,660$257K0.09%+913F-HRTimeline
Connecticut Wealth Management, LLC2,660$257K0.01%-61613F-HRTimeline
Foster Victor Wealth Advisors, LLC2,632$255K0.01%013F-HRTimeline
Storen Legacy Partners, LLC2,633$254K0.07%013F-HRTimeline
Lantz Financial LLC2,606$251K0.05%-21613F-HRTimeline
Purkiss Capital Advisors LLC2,599$251K0.1%new13F-HRTimeline
Unified Investment Management2,599$251K0.23%+2113F-HRTimeline
Carter Financial, LLC2,590$250K0.19%new13F-HRTimeline
InTrack Investment Management Inc2,585$249K0.12%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC2,582$249K0.32%+13713F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,599$249K0.03%-10213F-HRTimeline
Pinnacle Family Advisors, LLC2,580$249K0.1%+2613F-HRTimeline
Bridgewater Advisors Inc.2,530$249K0.01%013F-HRTimeline
OpenArc Corporate Advisory, LLC2,565$247K<0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,561$247K0.01%-119,69113F-HRTimeline
Commonwealth Financial Services, LLC2,561$247K0.03%+3513F-HRTimeline
PINNACLE ASSOCIATES LTD2,553$246K<0.01%+6513F-HRTimeline
Avalon Trust Co2,550$246K0.02%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC2,542$245K0.1%+3713F-HRTimeline
NCM Capital Management, LLC2,539$245K0.08%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,527$244K0.02%-5813F-HRTimeline
HBW ADVISORY SERVICES LLC2,526$244K0.02%-1113F-HRTimeline
CWS Financial Advisors, LLC2,518$243K0.05%013F-HRTimeline
Stonebridge Financial Group, LLC2,511$242K0.02%new13F-HRTimeline
Valeo Financial Advisors, LLC2,507$242K0.01%013F-HRTimeline
August Group Capital Ltd2,506$242K0.27%-60413F-HRTimeline
MSH Capital Advisors LLC2,501$241K0.04%+18113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,501$241K0.02%+813F-HRTimeline
Capital Advantage, Inc.2,500$241K0.03%-9513F-HRTimeline
Community Bank, N.A.2,500$241K0.03%013F-HRTimeline
Harpswell Capital Advisors, LLC2,500$241K0.15%-1,50013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,497$241K0.07%new13F-HRTimeline
Integrity Advisory Solutions, LLC2,495$241K0.02%+6213F-HRTimeline
Chris Bulman Inc2,484$240K0.09%-23213F-HRTimeline
ZENITH SOLUTIONS, INC.2,483$240K0.22%13F-HRTimeline
Balboa Wealth Partners2,482$239K0.03%013F-HRTimeline
Trademark Financial Management, LLC2,480$239K0.1%-71813F-HRTimeline
Heritage Wealth Advisors2,478$239K0.01%+2,29813F-HRTimeline
Trueblood Wealth Management, LLC2,467$238K0.08%-413F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,460$237K0.15%+11313F-HRTimeline
TFR Capital, LLC.2,459$237K0.07%-23713F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,451$236K0.1%+313F-HRTimeline
Global Strategic Investment Solutions, …2,447$236K0.02%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,442$236K0.01%013F-HRTimeline
S&T Bank/PA2,442$236K0.07%013F-HRTimeline
Modera Wealth Management, LLC2,420$233K<0.01%-11413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,417$233K0.13%-3,01013F-HRTimeline
Clark Capital Management Group, Inc.2,412$233K<0.01%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,407$232K0.01%013F-HRTimeline
Pacific Sun Financial Corp2,392$231K0.1%+9113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,392$231K<0.01%+2013F-HRTimeline
Frederick Financial Consultants, LLC2,389$230K0.1%+3913F-HRTimeline
Stegent Equity Advisors, Inc.2,386$230K0.16%new13F-HRTimeline
Altus Wealth Group LLC2,379$229K0.08%-4013F-HRTimeline
Painted Porch Advisors LLC2,375$229K0.1%new13F-HRTimeline
Pure Financial Advisors, LLC2,369$229K<0.01%-70413F-HRTimeline
Insight Advisors, LLC/ PA2,368$228K0.04%-1913F-HRTimeline
Anchor Investment Management, LLC2,357$227K0.02%+36213F-HRTimeline
Old North State Wealth Management, LLC2,355$227K0.1%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,355$227K0.02%013F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC2,351$227K0.07%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,350$227K<0.01%-29113F-HRTimeline
LEGACY SOLUTIONS, LLC2,350$227K0.18%013F-HRTimeline
Total Clarity Wealth Management, Inc.2,347$226K0.04%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,346$226K0.13%013F-HRTimeline
Diesslin Group, Inc.2,337$225K0.09%new13F-HRTimeline
Argent Trust Co2,328$225K0.01%013F-HRTimeline
Advisory Solutions Group, LLC2,320$224K0.08%13F-HRTimeline
Cornerstone Planning Group LLC2,316$223K0.03%+38713F-HRTimeline
Range Advisory, LLC2,306$222K0.03%+1113F-HRTimeline
McCartney Wealth Management LLC2,303$222K0.17%+613F-HRTimeline
Kelman-Lazarov, Inc.2,301$222K0.03%013F-HRTimeline
Continuum Advisory, LLC2,297$222K0.02%-89913F-HRTimeline
MRA Advisory Group2,289$221K0.08%013F-HRTimeline
McAdam, LLC2,283$220K0.01%-17513F-HRTimeline
Grey Ledge Advisors, LLC2,278$220K0.04%-10613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,250$217K<0.01%-1,57613F-HRTimelineGroup
Resurgent Financial Advisors LLC2,249$217K0.06%new13F-HRTimeline
Accretive Wealth Partners, LLC2,242$216K0.05%-3813F-HRTimeline
Ridgeline Wealth, LLC2,218$214K0.13%-14913F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,216$214K0.1%-34813F-HRTimeline
WPG Advisers, LLC2,207$213K0.13%-1913F-HRTimeline
VIMA LLC2,260$213K0.21%13F-HRTimeline
SIMA Wealth Partners, LLC2,197$212K0.15%013F-HRTimeline
Horst & Graben Wealth Management LLC2,187$212K0.03%-12913F-HRTimeline
Glen Eagle Advisors, LLC2,194$212K0.03%+113F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,194$212K0.09%013F-HRTimeline
HBK Sorce Advisory LLC2,121$211K<0.01%new13F-HRTimeline
Lewis Asset Management, LLC2,186$211K0.07%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,184$211K<0.01%013F-HRTimelineGroup
Breakwater Capital Group2,179$210K0.03%-17813F-HRTimeline
Oakwell Private Wealth Management, LLC2,177$210K0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pine Harbor Wealth Management, LLC2,172$210K0.06%-73913F-HRTimeline
Pacific Point Advisors, LLC2,169$209K0.1%013F-HRTimeline
Crew Capital Management, Ltd2,166$209K0.11%013F-HRTimeline
Busey Bank2,165$209K0.01%013F-HRTimeline
Scott & Selber, Inc.2,162$209K0.04%+113F-HRTimeline
Tortoise Investment Management, LLC2,147$207K0.02%new13F-HRTimeline
Archford Capital Strategies, LLC2,143$207K0.02%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,139$206K0.05%-11913F-HRTimeline
Shared Vision Wealth Group LLC2,137$206K0.07%new13F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP2,135$206K0.04%new13F-HR/ATimeline
Baker Ellis Asset Management LLC2,125$205K0.02%new13F-HRTimeline
Landing Point Financial Group, LLC2,120$204K0.07%new13F-HRTimeline
Gryphon Financial Partners LLC2,117$204K0.02%new13F-HRTimeline
NorthCoast Asset Management LLC2,114$204K<0.01%-18413F-HRTimeline
Principle Wealth Partners LLC2,112$204K0.01%new13F-HRTimeline
Plus Group Wealth Advisors LLC2,106$203K0.19%-8313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,100$203K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,304$203K0.06%+67513F-HRTimeline
Straight Path Wealth Management2,100$203K0.05%new13F-HRTimeline
Westside Investment Management, Inc.2,095$202K0.03%-3913F-HRTimeline
Fortis Capital Management LLC2,092$202K0.02%new13F-HRTimeline
tru Independence LLC2,090$202K0.09%new13F-HRTimeline
Williams Jones Wealth Management, LLC.2,090$202K<0.01%new13F-HRTimeline
Bond & Devick Financial Network, Inc.2,090$202K0.05%new13F-HRTimeline
Ipsen Advisor Group LLC2,076$200K0.13%new13F-HRTimeline
Providence Capital Advisors, LLC2,072$200K0.03%013F-HRTimeline
Salomon & Ludwin, LLC2,061$200K0.02%-2513F-HRTimeline
BLUELINE ADVISORS LLC1,981$191K0.13%013F-HRTimeline
WealthShield Partners, LLC1,949$188K0.03%-1,27713F-HRTimeline
Integrity Financial Corp /WA1,942$187K0.09%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,933$186K0.11%-51713F-HRTimeline
Lodestone Wealth Management LLC1,925$186K0.07%-8913F-HRTimeline
Atlantic Private Wealth, LLC1,912$184K0.11%013F-HRTimeline
Wells Financial Advisors INC1,862$180K1.67%-7,64013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,850$178K0.01%-1,13313F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.1,848$178K0.06%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,844$178K0.01%013F-HRTimeline
Key Financial Inc1,820$176K0.03%+28113F-HRTimeline
Millstone Evans Group, LLC1,780$172K0.09%-213F-HRTimeline
IMG Wealth Management, Inc.1,747$169K0.09%+1013F-HRTimeline
RED REEF ADVISORS LLC1,704$164K0.15%+413F-HRTimeline
Game Plan Financial Advisors, LLC1,669$161K0.06%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,658$160K0.01%+36713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,645$159K0.01%-75813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,599$154K0.04%+413F-HRTimeline
Financial Perspectives, Inc1,548$149K0.04%+1913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,529$148K<0.01%013F-HRTimeline
Citizens National Bank Trust Department1,520$147K0.02%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,488$144K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,475$142K0.04%-1,10013F-HRTimelineGroup
Parkside Financial Bank & Trust1,473$142K0.01%+7413F-HRTimeline
WOLFF WIESE MAGANA LLC1,430$138K0.06%013F-HRTimeline
Signature Resources Capital Management,…1,421$137K0.05%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,334$129K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.1,300$125K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,293$124K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,283$124K0.01%-15613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,265$122K0.01%013F-HRTimeline
Community Financial Services Group, LLC1,196$116K0.02%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,200$116K0.03%013F-HRTimeline
Bangor Savings Bank1,164$112K0.01%-23313F-HRTimeline
Granite FO LLC1,143$110K0.06%-5,40013F-HRTimeline
American Capital Advisory, LLC1,127$109K0.04%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,126$109K<0.01%013F-HRTimelineGroup
Caldwell Trust Co1,095$106K0.01%013F-HRTimeline
MTM Investment Management, LLC1,088$105K0.03%-28513F-HRTimeline
First Pacific Financial1,086$105K0.01%+413F-HRTimeline
Walsh & Associates, LLC1,085$105K0.09%013F-HRTimeline
JNBA Financial Advisors1,082$104K0.01%013F-HRTimeline
Highland Investment Advisors LLC1,066$103K0.04%13F-HRTimeline
Dunhill Financial, LLC1,062$102K0.02%013F-HRTimeline