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Disclosery

USMV ISHARES TR

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SHS (fund)

1,290 managers (1,302 13F filers) reported a position in USMV shares at 2025-03-31, 190,308,462 shares in all. 106 filers opened a position and 83 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
106
Added
414
Reduced
526
Sold out
83
Shares held by filers
190,308,462

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
First National Trust Co2,898$271K0.01%-8613F-HRTimeline
Wolf Group Capital Advisors2,890$271K0.09%new13F-HRTimeline
Capital Advantage, Inc.3,036$270K0.05%013F-HRTimeline
Empower Advisory Group, LLC2,878$270K<0.01%-59513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,875$269K<0.01%013F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC2,870$269K0.01%-91013F-HRTimeline
Evercore Wealth Management, LLC2,864$268K<0.01%-9113F-HRTimeline
Shared Vision Wealth Group LLC2,857$268K0.15%+51313F-HRTimeline
RFG Advisory, LLC2,850$267K0.01%+36013F-HRTimeline
Insight Advisors, LLC/ PA2,816$264K0.05%-1613F-HRTimeline
Sandbox Financial Partners, LLC2,811$263K0.09%-41313F-HRTimeline
SYM FINANCIAL Corp2,809$263K0.03%013F-HRTimeline
Advisors Capital Management, LLC2,805$263K<0.01%-79113F-HRTimeline
Proficio Capital Partners LLC2,800$262K0.02%013F-HRTimeline
Grey Ledge Advisors, LLC2,792$261K0.07%+513F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,767$259K<0.01%013F-HRTimelineGroup
JB Capital LLC2,765$259K0.01%new13F-HRTimeline
Perissos Private Wealth Management, LLC2,765$259K0.24%013F-HRTimeline
Integrity Financial Corp /WA2,751$258K0.15%013F-HRTimeline
CRUX WEALTH ADVISORS2,735$256K0.13%-11213F-HRTimeline
HMV Wealth Advisors, LLC2,730$256K0.2%-8313F-HRTimeline
NCM Capital Management, LLC2,727$255K0.11%013F-HRTimeline
New Century Financial Group, LLC2,720$255K0.29%-19,12213F-HRTimeline
Optimist Retirement Group LLC2,712$254K0.13%013F-HRTimeline
GAMMA Investing LLC2,708$254K0.02%+73113F-HR/ATimeline
Badgley Phelps Wealth Managers, LLC2,700$253K0.01%013F-HRTimeline
Horst & Graben Wealth Management LLC2,700$253K0.05%-72413F-HRTimeline
Straight Path Wealth Management2,696$253K0.1%new13F-HRTimeline
WILLNER & HELLER, LLC2,693$252K0.23%-2813F-HRTimeline
Stokes Family Office, LLC2,691$252K0.03%+10713F-HRTimeline
Cadence Bank2,690$252K0.02%-2913F-HRTimeline
Harbour Capital Advisors, LLC2,700$250K0.06%013F-HRTimeline
Magnus Financial Group LLC2,670$250K0.02%+14613F-HRTimeline
S&T Bank/PA2,652$248K0.08%013F-HRTimeline
Westside Investment Management, Inc.2,639$247K0.05%-57213F-HRTimeline
SYON CAPITAL LLC2,620$245K0.02%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,619$245K0.12%+3713F-HRTimeline
MTM Investment Management, LLC2,611$244K0.09%013F-HRTimeline
Merkkuri Wealth Advisors LLC2,604$244K0.21%+29413F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,593$243K0.06%013F-HRTimeline
WPG Advisers, LLC2,572$241K0.22%-1,15913F-HRTimeline
Community Bank, N.A.2,569$241K0.03%-15513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,564$240K0.03%-1,17013F-HRTimeline
Clarity Capital Advisors, LLC2,564$240K0.16%+913F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,564$240K0.16%013F-HRTimeline
Reyes Financial Architecture, Inc.2,539$238K0.18%013F-HRTimeline
Vantage Point Financial LLC2,538$238K0.12%+19313F-HRTimeline
Commonwealth Financial Services, LLC2,524$236K0.05%013F-HRTimeline
Baker Avenue Asset Management, LP2,522$236K0.01%+19213F-HRTimeline
Spectrum Wealth Counsel, LLC2,522$236K0.03%+1,04013F-HRTimeline
Prepared Retirement Institute LLC2,521$236K0.15%new13F-HRTimeline
Lodestone Wealth Management LLC2,506$235K0.12%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,505$235K0.03%013F-HRTimelineGroup
Platform Technology Partners2,500$234K0.07%new13F-HRTimeline
Kingdom Financial Group LLC.2,496$234K0.17%new13F-HRTimeline
James J. Burns & Company, LLC2,495$234K0.04%013F-HRTimeline
LVZ, Inc.2,494$234K0.03%013F-HRTimeline
Aspire Private Capital, LLC2,494$234K0.06%+22613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,486$233K0.09%+4013F-HRTimeline
Clarity Capital Partners LLC2,482$232K0.09%new13F-HRTimeline
Bridgewater Advisors Inc.2,530$232K0.02%new13F-HRTimeline
HBW ADVISORY SERVICES LLC2,475$232K0.03%+513F-HRTimeline
SIMA Wealth Partners, LLC2,472$232K0.19%013F-HRTimeline
Advocacy Wealth Management, LLC2,472$232K0.02%-68513F-HRTimeline
Raab & Moskowitz Asset Management LLC2,469$231K0.06%new13F-HRTimeline
Landing Point Financial Group, LLC2,468$231K0.18%-6613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,457$230K0.01%013F-HRTimeline
Global Trust Asset Management, LLC2,455$230K0.14%+40013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,454$230K0.03%+913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,452$230K0.16%-42013F-HRTimeline
Global Strategic Investment Solutions, …2,447$229K0.03%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,442$229K0.02%013F-HRTimeline
Frederick Financial Consultants, LLC2,437$228K0.16%-4013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,432$228K0.18%+313F-HRTimeline
SIMON QUICK ADVISORS, LLC2,432$228K0.01%+813F-HRTimeline
Bison Wealth, LLC2,460$228K0.02%new13F-HRTimeline
Trueblood Wealth Management, LLC2,430$228K0.11%+1613F-HRTimeline
Ipsen Advisor Group LLC2,429$227K0.2%-10213F-HRTimeline
Valeo Financial Advisors, LLC2,418$226K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,399$225K0.01%+213F-HR/ATimeline
Gryphon Financial Partners LLC2,381$223K0.03%-7613F-HRTimeline
Foster Victor Wealth Advisors, LLC2,478$223K0.02%-6213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,372$222K<0.01%013F-HRTimeline
Carson Advisory Inc.2,371$222K0.15%+5513F-HRTimeline
Modera Wealth Management, LLC2,362$221K<0.01%-40713F-HRTimeline
MMA ASSET MANAGEMENT LLC2,351$220K0.09%-7213F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,347$220K0.18%+5213F-HRTimeline
Runnymede Capital Advisors, Inc.2,337$219K0.21%-77013F-HRTimeline
Salomon & Ludwin, LLC2,310$216K0.02%013F-HRTimeline
Kelman-Lazarov, Inc.2,301$216K0.04%new13F-HRTimeline
Solidarity Wealth, LLC2,297$215K0.05%-93813F-HRTimeline
Davis Wealth Advisors, LLC2,290$214K0.24%new13F-HRTimeline
Stewardship Advisors, LLC2,289$214K0.06%-8013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,280$214K0.02%013F-HRTimeline
McAdam, LLC2,284$214K0.01%new13F-HRTimeline
MSH Capital Advisors LLC2,282$214K0.07%new13F-HRTimeline
Continuum Advisory, LLC2,278$213K0.03%-1113F-HRTimeline
Grandview Asset Management LLC2,259$212K0.08%new13F-HRTimeline
PATTEN & PATTEN INC/TN2,259$212K0.01%013F-HRTimeline
Principle Wealth Partners LLC2,247$210K0.02%new13F-HRTimeline
Wealth Quarterback LLC2,240$210K0.12%new13F-HRTimeline
Tortoise Investment Management, LLC2,222$208K0.02%013F-HR/ATimeline
Capital Investment Advisors, LLC2,209$207K<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.2,241$206K0.06%013F-HRTimeline
Root Financial Partners, LLC2,203$206K0.02%new13F-HRTimeline
Ethos Financial Group, LLC2,198$206K0.02%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,194$205K0.11%new13F-HRTimeline
Glen Eagle Advisors, LLC2,188$205K0.03%+113F-HRTimeline
Clark Asset Management, LLC2,187$205K0.03%new13F-HRTimeline
Providence Capital Advisors, LLC2,184$205K0.04%new13F-HRTimeline
IEQ CAPITAL, LLC2,177$204K<0.01%new13F-HRTimeline
Crew Capital Management, Ltd2,166$203K0.17%new13F-HRTimeline
Scott & Selber, Inc.2,157$202K0.06%new13F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC2,155$202K0.18%13F-HRTimeline
WORLD EQUITY GROUP, INC.2,155$202K0.06%new13F-HRTimeline
QTR Family Wealth, LLC2,154$202K0.15%13F-HRTimeline
Breakwater Capital Group2,146$201K0.04%new13F-HRTimeline
Anchor Investment Management, LLC1,983$186K0.02%013F-HRTimeline
Millstone Evans Group, LLC1,920$180K0.12%+1,49713F-HRTimeline
Atlantic Private Wealth, LLC1,912$179K0.13%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,913$179K0.08%+613F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,848$173K0.08%-1813F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,844$173K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,825$171K0.08%013F-HRTimeline
Key Financial Inc1,794$168K0.04%+11113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,760$165K0.02%013F-HRTimelineGroup
Stephens Consulting, LLC1,651$155K0.04%+113F-HRTimeline
Caldwell Trust Co1,595$149K0.02%013F-HRTimeline
Citizens National Bank Trust Department1,591$149K0.03%+1,09113F-HRTimeline
SVB WEALTH LLC1,566$147K0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,552$145K0.03%+16413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,529$143K<0.01%013F-HRTimeline
Realta Investment Advisors1,528$143K0.07%+32013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,528$143K0.03%+1,15013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN1,488$139K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,430$134K0.09%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,412$132K0.04%-19813F-HRTimeline
Parkside Financial Bank & Trust1,399$131K0.02%-61113F-HRTimeline
Future Financial Wealth Managment LLC1,366$128K0.09%013F-HRTimeline
Signature Resources Capital Management,…1,332$125K0.11%+5513F-HRTimeline
Washington Trust Advisors, Inc.1,300$122K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,293$121K0.04%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,291$121K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC1,208$113K0.11%-15013F-HRTimeline
Financial Perspectives, Inc1,191$112K0.04%+23713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,179$110K0.01%013F-HRTimelineGroup
JNBA Financial Advisors1,082$101K0.01%+23213F-HRTimeline
First Pacific Financial1,069$100K0.02%013F-HRTimeline
Olde Wealth Management, LLC1,072$100K0.04%new13F-HRTimeline
Dunhill Financial, LLC1,024$95.9K0.04%-5013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,014$95K0.03%013F-HRTimeline
ESL Trust Services, LLC1,013$94.9K0.02%013F-HRTimeline
Main Street Group, LTD956$89.5K0.03%013F-HRTimeline
American Capital Advisory, LLC949$88.9K0.05%-3813F-HRTimeline
Sandy Spring Bank895$83.8K<0.01%+22013F-HRTimeline
Graney & King, LLC865$81K0.06%013F-HRTimeline
Jackson Hole Capital Partners, LLC834$78.1K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST821$76.9K0.01%new13F-HRTimeline
Capital A Wealth Management, LLC820$76.8K0.08%-1,55213F-HRTimeline
TruNorth Capital Management, LLC818$76.6K0.02%013F-HRTimeline
Bangor Savings Bank797$74.6K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department791$74.1K0.02%-2213F-HRTimelineGroup
AMERIFLEX GROUP, INC.771$72.2K0.03%-34913F-HRTimeline
DUNCKER STREETT & CO INC767$71.8K0.01%013F-HRTimeline
Lindbrook Capital, LLC766$71.8K0.01%+1713F-HRTimeline
GeoWealth Management, LLC765$71.7K<0.01%+49613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV760$71.1K0.01%-8213F-HRTimeline
UNION SAVINGS BANK740$69.3K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…727$68.1K<0.01%-63713F-HRTimelineGroup
EASTERN BANK724$67.8K<0.01%-46213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …701$65.7K0.01%13F-HRTimelineGroup
Orion Capital Management LLC700$65.6K0.03%013F-HRTimeline
Accredited Wealth Management, LLC688$64.4K0.05%013F-HRTimeline
Newton One Investments LLC682$63.9K0.02%-6813F-HRTimeline
Tidemark, LLC680$63.7K0.02%013F-HRTimeline
Aventura Private Wealth, LLC664$62.2K0.03%013F-HRTimeline
Iron Horse Wealth Management, LLC662$62K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA639$59.8K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC630$59K0.01%+113F-HRTimeline
Laurel Wealth Advisors LLC615$57.6K0.01%013F-HRTimeline
EPG Wealth Management LLC535$50.1K0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.529$49.5K0.02%013F-HRTimeline
Global Wealth Strategies & Associates524$49.1K0.01%013F-HRTimeline
Crews Bank & Trust520$48.7K0.01%013F-HRTimeline
LGT Financial Advisors LLC516$48.3K0.15%+34013F-HRTimeline
Blue Trust, Inc.508$47.6K<0.01%+9713F-HRTimeline
Compass Financial Services Inc486$45.5K0.02%-17213F-HRTimeline
CNB Bank471$44.1K0.02%013F-HRTimeline
Wayfinding Financial, LLC466$43K0.02%new13F-HRTimeline
BOK Financial Private Wealth, Inc.450$42.1K<0.01%013F-HRTimeline
Park Square Financial Group, LLC450$42.1K0.03%+43213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC439$41.2K0.05%+213F-HRTimeline
First Command Advisory Services, Inc.434$40.6K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.431$40.4K0.01%+38113F-HRTimeline
VALLEY NATIONAL ADVISERS INC437$40K0.01%013F-HRTimeline
Luken Investment Analytics, LLC425$39.8K0.02%013F-HRTimeline
BFSG, LLC423$39.6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC418$39.1K0.01%+213F-HRTimeline
GODSEY & GIBB, INC410$38.4K<0.01%-20013F-HRTimeline
Headlands Technologies LLC394$36.9K<0.01%new13F-HRTimeline