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Disclosery

USMV ISHARES TR

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SHS (fund)

1,271 managers (1,285 13F filers) reported a position in USMV shares at 2024-12-31, 186,489,023 shares in all. 74 filers opened a position and 62 filers sold out during the quarter.

Managers
1,271
13F filers
1,285
New
74
Added
340
Reduced
532
Sold out
62
Shares held by filers
186,489,023

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Perissos Private Wealth Management, LLC2,765$246K0.18%013F-HRTimeline
Integrity Financial Corp /WA2,751$244K0.14%013F-HRTimeline
NCM Capital Management, LLC2,727$242K0.11%013F-HRTimeline
Community Bank, N.A.2,724$242K0.03%-14313F-HRTimeline
WILLNER & HELLER, LLC2,721$242K0.21%+1313F-HRTimeline
Cadence Bank2,719$241K0.02%-13013F-HRTimeline
Optimist Retirement Group LLC2,712$241K0.11%013F-HRTimeline
Harbour Capital Advisors, LLC2,700$241K0.05%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,700$240K0.01%+30013F-HRTimeline
S&T Bank/PA2,652$235K0.08%013F-HRTimeline
Kelly Financial Services LLC2,650$235K0.08%-15313F-HR/ATimeline
Landing Point Financial Group, LLC2,534$235K0.18%13F-HRTimeline
LaSalle St. Investment Advisors, LLC2,650$235K0.07%new13F-HRTimeline
Fiduciary Alliance LLC2,643$235K0.02%new13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC2,630$234K0.04%+22113F-HRTimeline
MTM Investment Management, LLC2,611$232K0.09%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,593$230K0.05%013F-HRTimeline
Stokes Family Office, LLC2,584$229K0.02%-1,82913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,582$229K0.12%-1213F-HRTimeline
Foster Victor Wealth Advisors, LLC2,540$228K0.02%-12313F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,564$228K0.14%13F-HRTimeline
Clarity Capital Advisors, LLC2,555$227K0.15%+1213F-HRTimeline
Accurate Wealth Management, LLC2,579$227K0.04%-1,04913F-HRTimeline
Reyes Financial Architecture, Inc.2,539$225K0.18%13F-HRTimeline
Ipsen Advisor Group LLC2,531$225K0.19%13F-HRTimeline
Magnus Financial Group LLC2,524$224K0.02%+713F-HRTimeline
Commonwealth Financial Services, LLC2,524$224K0.04%-8313F-HRTimeline
Lodestone Wealth Management LLC2,506$223K0.11%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,505$222K0.03%-5013F-HRTimelineGroup
James J. Burns & Company, LLC2,495$222K0.04%013F-HRTimeline
LVZ, Inc.2,494$221K0.03%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,492$221K0.05%new13F-HRTimeline
RFG Advisory, LLC2,490$221K0.01%-11913F-HRTimeline
Frederick Financial Consultants, LLC2,477$220K0.18%13F-HRTimeline
SIMA Wealth Partners, LLC2,472$220K0.19%013F-HRTimeline
HBW ADVISORY SERVICES LLC2,470$219K0.02%-113F-HRTimeline
Gryphon Financial Partners LLC2,457$218K0.03%-37313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,457$218K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.2,451$218K0.02%-1,07113F-HRTimeline
Global Strategic Investment Solutions, …2,447$217K0.03%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,446$217K0.08%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,445$217K0.03%+2213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,442$217K0.02%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,429$216K0.19%+513F-HRTimeline
SIMON QUICK ADVISORS, LLC2,424$215K0.01%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC2,423$215K0.09%-4,83813F-HRTimeline
Valeo Financial Advisors, LLC2,418$215K0.01%-37113F-HRTimeline
Trueblood Wealth Management, LLC2,414$214K0.11%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,397$213K0.01%-69913F-HR/ATimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,385$212K0.06%013F-HRTimeline
UNIQUE WEALTH, LLC2,384$212K0.04%new13F-HRTimeline
Lion Street Advisors, LLC2,383$212K0.07%-27413F-HRTimeline
Capital A Wealth Management, LLC2,372$211K0.35%13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,372$211K<0.01%013F-HRTimeline
Stewardship Advisors, LLC2,369$210K0.06%+4213F-HRTimeline
Semmax Financial Advisors Inc.2,241$210K0.06%013F-HRTimeline
Vantage Point Financial LLC2,345$208K0.11%13F-HRTimeline
Shared Vision Wealth Group LLC2,344$208K0.11%-33113F-HRTimeline
Baker Avenue Asset Management, LP2,330$207K0.01%new13F-HRTimeline
Carson Advisory Inc.2,316$206K0.14%-5913F-HRTimeline
Tempus Wealth Planning, LLC2,311$205K0.06%-69413F-HRTimeline
Salomon & Ludwin, LLC2,310$205K0.02%013F-HRTimeline
Merkkuri Wealth Advisors LLC2,310$205K0.16%-34213F-HRTimeline
APPLETON PARTNERS INC/MA2,314$205K0.02%-40013F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,295$204K0.17%13F-HRTimeline
Continuum Advisory, LLC2,289$203K0.03%-1613F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,280$202K0.02%new13F-HRTimeline
Aspire Private Capital, LLC2,268$201K0.05%+68913F-HRTimeline
PATTEN & PATTEN INC/TN2,259$201K0.01%-6113F-HRTimeline
Tortoise Investment Management, LLC2,222$197K0.02%013F-HR/ATimeline
Glen Eagle Advisors, LLC2,187$194K0.03%+113F-HRTimeline
Global Trust Asset Management, LLC2,055$182K0.07%+61013F-HRTimeline
Parkside Financial Bank & Trust2,010$178K0.02%+60513F-HRTimeline
Anchor Investment Management, LLC1,983$176K0.02%013F-HRTimeline
GAMMA Investing LLC1,977$176K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,907$169K0.07%-18013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,866$166K0.08%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,844$164K0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,760$163K0.02%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,825$163K0.08%13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,706$151K0.13%13F-HRTimeline
WealthShield Partners, LLC1,692$150K0.02%-2713F-HRTimeline
Key Financial Inc1,683$149K0.03%013F-HRTimeline
Stephens Consulting, LLC1,650$146K0.04%+113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,610$142K0.05%+813F-HRTimeline
Caldwell Trust Co1,595$142K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,582$141K0.03%+213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,529$136K<0.01%013F-HR/ATimeline
First Horizon Advisors, Inc.1,517$135K<0.01%-1,16813F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,488$132K0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC1,482$132K0.02%-21813F-HRTimeline
WOLFF WIESE MAGANA LLC1,430$127K0.08%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,388$123K0.02%013F-HRTimeline
Future Financial Wealth Managment LLC1,366$121K0.09%-83213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,364$121K0.01%+28113F-HRTimelineGroup
Minot DeBlois Advisors LLC1,358$121K0.11%13F-HRTimeline
Balefire, LLC1,337$119K0.04%new13F-HRTimeline
Venturi Wealth Management, LLC1,326$118K0.01%+1,24413F-HRTimeline
Washington Trust Advisors, Inc.1,300$115K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,291$115K0.01%-2513F-HRTimeline
Coston, McIsaac & Partners1,293$114K0.03%013F-HRTimeline
Signature Resources Capital Management,…1,277$113K0.1%+1813F-HRTimeline
WR Wealth Planners, LLC1,274$113K0.04%-1,45413F-HRTimeline
SYNTAX RESEARCH, INC.1,219$108K0.08%-7813F-HRTimeline
Realta Investment Advisors1,208$108K0.04%new13F-HRTimeline
EASTERN BANK1,186$105K<0.01%+17913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,179$105K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,120$103K0.05%13F-HRTimeline
Empirical Asset Management, LLC19,980$96.7K0.03%+113F-HRTimeline
Dunhill Financial, LLC1,074$95.4K0.04%+5013F-HRTimeline
First Pacific Financial1,069$94.9K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,014$90K0.03%013F-HRTimeline
ESL Trust Services, LLC1,013$89.9K0.02%+39913F-HRTimeline
American Capital Advisory, LLC987$87.6K0.05%-2713F-HRTimeline
Main Street Group, LTD956$84.9K0.03%013F-HRTimeline
Financial Perspectives, Inc954$84.7K0.03%+10213F-HRTimeline
Cassady Schiller Wealth Management, LLC935$83K0.03%-613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.891$79K<0.01%+60013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Graney & King, LLC865$76.8K0.06%13F-HRTimeline
JNBA Financial Advisors850$75.5K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV842$74.8K0.01%-21013F-HRTimeline
Jackson Hole Capital Partners, LLC834$74.1K0.01%013F-HRTimeline
TruNorth Capital Management, LLC818$72.6K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department813$72.2K0.02%13F-HRTimelineGroup
FLP Wealth Management, LLC803$71.3K0.18%13F-HRTimeline
Eagle Bay Advisors LLC800$71K0.04%013F-HRTimeline
Bangor Savings Bank797$70.8K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC767$68.1K0.01%-78513F-HRTimeline
Newton One Investments LLC750$66.6K0.03%new13F-HRTimeline
Lindbrook Capital, LLC749$66.5K0.01%013F-HRTimeline
UNION SAVINGS BANK740$65.7K0.03%013F-HRTimeline
LEE DANNER & BASS INC737$65.4K0.01%new13F-HRTimeline
Synergy Investment Management, LLC731$64.9K0.03%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …701$62.2K0.01%-3713F-HRTimelineGroup
Orion Capital Management LLC700$62.2K0.03%new13F-HRTimeline
Accredited Wealth Management, LLC688$61.1K0.05%13F-HRTimeline
Tidemark, LLC680$60.4K0.02%013F-HRTimeline
Sandy Spring Bank675$59.9K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC664$59K0.03%13F-HRTimeline
Iron Horse Wealth Management, LLC662$58.8K0.02%013F-HRTimeline
Compass Financial Services Inc658$58.4K0.03%13F-HRTimeline
Quent Capital, LLC632$56.1K0.01%+31013F-HRTimeline
BOKF, NAin group BOKF, NA639$56K<0.01%-1,71613F-HRTimelineGroup
Hexagon Capital Partners LLC629$55.8K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC615$54.6K0.01%013F-HRTimeline
GODSEY & GIBB, INC610$54.2K0.01%-20013F-HRTimeline
Plante Moran Financial Advisors, LLC565$50.2K<0.01%013F-HRTimeline
CURIO WEALTH, LLC545$48.4K0.03%13F-HRTimeline
Heritage Wealth Advisors544$48.3K<0.01%+11713F-HRTimeline
EPG Wealth Management LLC534$47.4K0.01%+213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.529$47K0.02%013F-HRTimeline
Element Wealth, LLC525$46.6K0.02%013F-HRTimeline
Global Wealth Strategies & Associates524$46.5K0.01%013F-HRTimeline
Crews Bank & Trust520$46.2K0.01%13F-HRTimeline
Coppell Advisory Solutions LLC509$45.2K0.01%-21113F-HRTimeline
OARSMAN CAPITAL, INC.504$44.7K0.01%+213F-HRTimeline
Citizens National Bank Trust Department500$44.4K0.01%013F-HRTimeline
Castleview Partners, LLC483$42.8K0.02%+113F-HR/ATimeline
Aspect Partners, LLC481$42.7K0.02%-3213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS480$42.6K<0.01%-4,53713F-HRTimelineGroup
CNB Bank471$41.8K0.02%013F-HRTimeline
BOK Financial Private Wealth, Inc.450$40K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC437$38.9K0.05%+213F-HRTimeline
First Command Advisory Services, Inc.434$38.5K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC437$38K0.01%013F-HRTimeline
Luken Investment Analytics, LLC425$37.7K0.02%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…424$37.6K<0.01%013F-HRTimelineGroup
BFSG, LLC423$37.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC423$37.5K0.03%13F-HRTimeline
Fortitude Family Office, LLC416$36.9K0.01%+213F-HRTimeline
Blue Trust, Inc.411$36.5K<0.01%-13813F-HR/ATimeline
JDM Financial Group LLC383$34K0.02%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC378$33.6K0.01%+5013F-HRTimelineGroup
Missouri Trust & Investment Co373$33.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.370$32.9K0.03%13F-HRTimeline
Sound Income Strategies, LLC363$32.2K<0.01%+14313F-HRTimeline
OAKWORTH CAPITAL, INC.360$32K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division358$31.8K<0.01%-28,15013F-HRTimeline
Beaird Harris Wealth Management, LLC349$31K<0.01%-113F-HRTimeline
Valued Wealth Advisors LLC340$30.2K0.02%new13F-HRTimeline
AlphaMark Advisors, LLC340$30K0.01%new13F-HRTimeline
Horrell Capital Management, Inc.340$30K0.01%013F-HRTimeline
Operose Advisors LLC331$29.4K0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC327$29K0.03%-3813F-HRTimeline
Stuart Chaussee & Associates, Inc.315$28K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC312$27.7K<0.01%13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC310$27.5K0.02%13F-HRTimeline
VSM Wealth Advisory, LLC303$26.9K0.01%13F-HRTimeline
MCF Advisors LLC302$26.8K<0.01%+113F-HRTimeline
HOWE & RUSLING INC301$26.7K<0.01%+14613F-HRTimeline
McIlrath & Eck, LLC274$24.3K<0.01%013F-HRTimeline
GeoWealth Management, LLC269$23.9K<0.01%-40,72613F-HRTimeline
Fairman Group, LLC265$23.5K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/258$22.9K0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC247$21.9K0.01%013F-HRTimeline
NFSG Corp239$21.2K0.01%-10013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …231$20.5K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT230$20.4K<0.01%013F-HRTimeline
Kings Path Partners LLC228$20.2K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC225$20K<0.01%013F-HRTimeline