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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 2025-06-30, 180,894,166 shares in all. 72 filers opened a position and 74 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
72
Added
450
Reduced
527
Sold out
74
Shares held by filers
180,894,166

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Vision Capital Management, Inc.2,908$273K0.04%013F-HRTimeline
First National Trust Co2,898$272K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,884$271K0.02%-70513F-HRTimeline
Fiduciary Alliance LLC2,882$271K0.02%-73013F-HRTimeline
My Legacy Advisors, LLC2,888$270K0.1%-1,18213F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,875$270K<0.01%013F-HR/ATimelineGroup
ANCHOR CAPITAL ADVISORS LLC2,870$269K0.01%013F-HRTimeline
Evercore Wealth Management, LLC2,864$269K<0.01%013F-HRTimeline
Sandbox Financial Partners, LLC2,852$268K0.08%+4113F-HRTimeline
Clarity Financial LLC2,843$267K0.03%-22013F-HRTimeline
Erickson Financial Group, LLC2,823$265K0.18%-13713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,819$265K0.01%new13F-HRTimelineGroup
SYM FINANCIAL Corp2,809$264K0.03%013F-HRTimeline
Proficio Capital Partners LLC2,800$263K0.02%013F-HRTimeline
Grey Ledge Advisors, LLC2,796$262K0.06%+413F-HRTimeline
WJ Wealth Management, LLC2,786$262K0.08%new13F-HRTimeline
Pure Financial Advisors, LLC2,786$262K<0.01%new13F-HRTimeline
CRUX WEALTH ADVISORS2,768$260K0.11%+3313F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,767$260K<0.01%013F-HRTimelineGroup
Perissos Private Wealth Management, LLC2,765$260K0.21%013F-HRTimeline
Edgestream Partners, L.P.2,763$259K0.01%-92113F-HRTimeline
Pacific Sun Financial Corp2,751$258K0.13%-16713F-HRTimeline
Integrity Financial Corp /WA2,738$257K0.13%-1313F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC2,736$257K0.12%-43613F-HRTimeline
Insight Advisors, LLC/ PA2,731$256K0.04%-8513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,728$256K0.02%new13F-HR/ATimeline
BSW Wealth Partners2,725$256K0.04%-34213F-HRTimeline
Modera Wealth Management, LLC2,723$256K<0.01%+36113F-HRTimeline
Optimist Retirement Group LLC2,712$255K0.12%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,700$253K0.01%013F-HRTimeline
Platform Technology Partners2,699$253K0.07%+19913F-HRTimeline
KICKSTAND VENTURES, LLC.2,695$253K0.06%-85,19013F-HRTimeline
Beacon Capital Management, LLC2,693$253K0.03%-28813F-HRTimeline
Harbour Capital Advisors, LLC2,700$252K0.05%013F-HRTimeline
InTrack Investment Management Inc2,681$252K0.17%-55413F-HRTimeline
HMV Wealth Advisors, LLC2,681$252K0.16%-4913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,680$252K0.04%-7,87513F-HRTimeline
S&T Bank/PA2,652$249K0.08%013F-HRTimeline
M3 Advisory Group, LLC2,639$248K0.17%-45713F-HRTimeline
J. Goldman & Co LP2,628$247K0.01%-7,37213F-HRTimeline
SYON CAPITAL LLC2,620$246K0.02%013F-HRTimeline
Aspire Private Capital, LLC2,618$246K0.06%+12413F-HRTimeline
MTM Investment Management, LLC2,611$245K0.08%013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD2,600$244K0.06%-13,81013F-HRTimelineGroup
Capital Advantage, Inc.2,595$244K0.04%-44113F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,593$243K0.05%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC2,585$243K0.06%-6,53313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,581$242K0.03%+1713F-HRTimeline
Clarity Capital Advisors, LLC2,573$242K0.14%+913F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,564$241K0.14%013F-HRTimeline
Community Bank, N.A.2,564$241K0.03%-513F-HRTimeline
Mill Creek Capital Advisors, LLC2,547$239K0.01%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC2,534$238K0.02%+5613F-HRTimeline
GAMMA Investing LLC2,529$237K0.02%-17913F-HRTimeline
Realta Investment Advisors2,528$237K0.09%+1,00013F-HRTimeline
Bridgewater Advisors Inc.2,530$237K0.02%013F-HRTimeline
Commonwealth Financial Services, LLC2,524$237K0.05%013F-HRTimeline
Horst & Graben Wealth Management LLC2,516$236K0.04%-18413F-HRTimeline
Westside Investment Management, Inc.2,508$236K0.04%-13113F-HRTimeline
Confluence Wealth Services, Inc.2,506$235K0.01%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,505$235K0.03%013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC2,498$234K0.03%+2313F-HRTimeline
LVZ, Inc.2,494$234K0.03%013F-HRTimeline
Balboa Wealth Partners2,482$233K0.05%new13F-HRTimeline
Advocacy Wealth Management, LLC2,472$232K0.01%013F-HRTimeline
Advisors Capital Management, LLC2,462$231K<0.01%-34313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,463$231K0.03%+913F-HRTimeline
RFG Advisory, LLC2,461$231K0.01%-38913F-HRTimeline
Shared Vision Wealth Group LLC2,488$230K0.12%-36913F-HRTimeline
Global Strategic Investment Solutions, …2,447$230K0.02%013F-HRTimeline
SIMA Wealth Partners, LLC2,442$229K0.19%-3013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,442$229K0.02%013F-HRTimeline
Trueblood Wealth Management, LLC2,442$229K0.1%+1213F-HRTimeline
Cadence Bank2,439$229K0.02%-25113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,436$229K0.16%+413F-HRTimeline
Empower Advisory Group, LLC2,435$229K<0.01%-44313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,436$228K0.15%-1613F-HRTimeline
Strategic Financial Concepts, LLC2,429$228K0.03%-1,01613F-HRTimeline
Valeo Financial Advisors, LLC2,423$227K0.01%+513F-HR/ATimeline
WPG Advisers, LLC2,423$227K0.19%-14913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,407$226K0.01%-5013F-HRTimeline
LEGACY SOLUTIONS, LLC2,404$226K0.22%-52413F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,388$224K0.02%new13F-HRTimeline
Gryphon Financial Partners LLC2,382$224K0.03%+113F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,374$223K0.01%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,372$223K0.09%-24713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,372$223K<0.01%013F-HRTimeline
Carson Advisory Inc.2,372$223K0.14%+113F-HRTimeline
Global Trust Asset Management, LLC2,355$221K0.12%-10013F-HRTimeline
MMA ASSET MANAGEMENT LLC2,351$221K0.08%013F-HRTimeline
Frederick Financial Consultants, LLC2,350$221K0.14%-8713F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,347$220K0.18%013F-HRTimeline
EVERPAR ADVISORS LLC2,347$220K0.1%new13F-HRTimeline
Continuum Advisory, LLC2,344$220K0.03%+6613F-HRTimeline
LaSalle St. Investment Advisors, LLC2,320$217K0.06%-1,49013F-HRTimeline
Empowered Funds, LLC2,304$216K<0.01%-123,68213F-HRTimeline
Kelman-Lazarov, Inc.2,301$216K0.03%013F-HRTimeline
Salomon & Ludwin, LLC2,310$216K0.02%013F-HRTimeline
Solidarity Wealth, LLC2,297$216K0.05%013F-HRTimeline
MSH Capital Advisors LLC2,289$215K0.06%+713F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,280$214K0.02%013F-HRTimeline
Landing Point Financial Group, LLC2,267$213K0.13%-20113F-HRTimeline
WILLNER & HELLER, LLC2,262$212K0.18%-43113F-HRTimeline
Principle Wealth Partners LLC2,247$211K0.01%013F-HRTimeline
Wealth Quarterback LLC2,235$210K0.1%-513F-HRTimeline
Lodestone Wealth Management LLC2,224$209K0.1%-28213F-HRTimeline
Semmax Financial Advisors Inc.2,241$208K0.05%013F-HRTimeline
Founders Financial Alliance, LLC2,206$207K0.05%-96413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,194$206K0.1%013F-HRTimeline
Glen Eagle Advisors, LLC2,189$206K0.03%+113F-HRTimeline
Vantage Point Financial LLC2,189$205K0.09%-34913F-HRTimeline
Capital Investment Advisors, LLC2,189$205K<0.01%-2013F-HR/ATimeline
Straight Path Wealth Management2,185$205K0.07%-51113F-HRTimeline
Providence Capital Advisors, LLC2,184$205K0.04%013F-HRTimeline
TD Asset Management Inc2,183$205K<0.01%new13F-HRTimeline
Breakwater Capital Group2,180$205K0.03%+3413F-HRTimeline
Kraft, Davis & Associates, LLC2,190$205K0.06%new13F-HRTimeline
Ipsen Advisor Group LLC2,178$204K0.16%-25113F-HRTimeline
Magnus Financial Group LLC2,173$204K0.02%-49713F-HRTimeline
Crew Capital Management, Ltd2,166$203K0.15%013F-HRTimeline
Scott & Selber, Inc.2,158$203K0.06%+113F-HRTimeline
Accurate Wealth Management, LLC2,172$203K0.03%new13F-HRTimeline
PATTEN & PATTEN INC/TN2,159$203K0.01%-10013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC2,155$202K0.18%013F-HR/ATimeline
Tortoise Investment Management, LLC2,147$202K0.02%-7513F-HRTimeline
APPLETON PARTNERS INC/MA2,134$200K0.01%new13F-HRTimeline
Anchor Investment Management, LLC1,983$186K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC1,912$179K0.12%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,848$173K0.07%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,844$173K0.01%013F-HRTimeline
Key Financial Inc1,765$166K0.03%-2913F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,760$165K0.02%013F-HRTimelineGroup
Millstone Evans Group, LLC1,676$157K0.11%-24413F-HRTimeline
Medallion Wealth Advisors, LLC1,646$155K0.06%-17913F-HRTimeline
Caldwell Trust Co1,595$150K0.01%013F-HRTimeline
Citizens National Bank Trust Department1,591$149K0.03%013F-HRTimeline
Team Financial Group, LLC1,543$145K0.07%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,529$144K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,528$143K0.03%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN1,488$140K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,430$134K0.08%013F-HRTimeline
Parkside Financial Bank & Trust1,399$131K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,400$131K0.04%-1213F-HRTimeline
Signature Resources Capital Management,…1,371$129K0.08%+3913F-HRTimeline
Stephens Consulting, LLC1,348$127K0.03%-30313F-HRTimeline
Washington Trust Advisors, Inc.1,300$122K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,291$121K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,293$121K0.03%013F-HRTimeline
Minot DeBlois Advisors LLC1,208$113K0.11%013F-HRTimeline
Future Financial Wealth Managment LLC1,197$112K0.08%-16913F-HRTimeline
Financial Perspectives, Inc1,197$112K0.03%+613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,158$109K<0.01%-2113F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,146$108K0.01%13F-HRTimeline
JNBA Financial Advisors1,082$102K0.01%013F-HRTimeline
Dunhill Financial, LLC1,082$102K0.03%+5813F-HRTimeline
First Pacific Financial1,069$100K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,045$98.1K0.01%+28513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,014$95.2K0.03%013F-HRTimeline
ESL Trust Services, LLC1,013$95.1K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,007$94K0.04%-90613F-HRTimeline
Main Street Group, LTD956$89.7K0.03%013F-HRTimeline
American Capital Advisory, LLC949$89.1K0.04%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp895$84K<0.01%new13F-HRTimelineGroup
Private Wealth Asset Management, LLC885$83.1K0.01%new13F-HRTimeline
Graney & King, LLC865$81.2K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.849$78.7K0.04%+7813F-HRTimeline
Jackson Hole Capital Partners, LLC834$78.3K0.01%013F-HRTimeline
GeoWealth Management, LLC821$77.1K<0.01%+5613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST821$77.1K0.01%013F-HRTimeline
TruNorth Capital Management, LLC818$76.8K0.02%013F-HRTimeline
Bangor Savings Bank797$74.8K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC767$72K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department736$69.1K0.02%-5513F-HRTimelineGroup
UNION SAVINGS BANK740$68.5K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…723$67.9K<0.01%-413F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …701$65.8K0.01%13F-HRTimelineGroup
Orion Capital Management LLC700$65.7K0.03%013F-HRTimeline
Accredited Wealth Management, LLC688$64.6K0.05%013F-HRTimeline
Newton One Investments LLC682$64K0.02%013F-HRTimeline
Tidemark, LLC680$63.8K0.02%013F-HRTimeline
Aventura Private Wealth, LLC664$62.3K0.03%013F-HRTimeline
BOKF, NAin group BOKF, NA639$60K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…628$59K0.05%new13F-HRTimeline
EASTERN BANK577$54.2K<0.01%-14713F-HRTimeline
CURIO WEALTH, LLC545$51.2K0.02%+54413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.529$49.7K0.02%013F-HRTimeline
HOWE & RUSLING INC515$48.3K<0.01%+30213F-HRTimeline
LGT Financial Advisors LLC510$47.9K0.12%-613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC491$46.1K<0.01%new13F-HRTimeline
Compass Financial Services Inc488$45.8K0.02%+213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC476$44.7K0.06%+3713F-HRTimeline
CNB Bank471$44.2K0.02%013F-HRTimeline
BOK Financial Private Wealth, Inc.450$42.2K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC438$41K0.01%+113F-HRTimeline
Luken Investment Analytics, LLC425$39.9K0.02%013F-HRTimeline
BFSG, LLC423$39.7K<0.01%013F-HRTimeline
Crews Bank & Trust420$39.4K0.01%-10013F-HRTimeline
Blue Trust, Inc.402$37.7K<0.01%-10613F-HRTimeline
Global Wealth Strategies & Associates388$36.4K0.01%-13613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC386$36.2K0.01%013F-HRTimeline