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Disclosery

USMV ISHARES TR

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SHS (fund)

1,293 managers (1,307 13F filers) reported a position in USMV shares at 2025-09-30, 179,751,376 shares in all. 76 filers opened a position and 68 filers sold out during the quarter.

Managers
1,293
13F filers
1,307
New
76
Added
408
Reduced
554
Sold out
68
Shares held by filers
179,751,376

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SYM FINANCIAL Corp2,809$267K0.03%013F-HRTimeline
Realta Investment Advisors2,808$267K0.09%+28013F-HRTimeline
Proficio Capital Partners LLC2,800$266K0.02%013F-HR/ATimeline
Grey Ledge Advisors, LLC2,800$266K0.06%+413F-HRTimeline
Fiduciary Alliance LLC2,799$266K0.02%-8313F-HRTimeline
Integrity Financial Corp /WA2,797$266K0.13%+5913F-HRTimeline
Aspire Private Capital, LLC2,794$266K0.06%+17613F-HR/ATimeline
VISTA INVESTMENT PARTNERS II, LLC2,777$264K0.12%+4113F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,767$263K<0.01%013F-HRTimelineGroup
Perissos Private Wealth Management, LLC2,765$263K0.19%013F-HRTimeline
Clearview Wealth Advisors LLC2,757$262K0.17%-16513F-HRTimeline
Pacific Sun Financial Corp2,751$262K0.13%013F-HRTimeline
United Community Bankin group United Community Bank2,750$262K0.08%new13F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,747$261K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, LLC2,742$261K0.04%+4913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,740$261K0.06%new13F-HRTimeline
Erickson Financial Group, LLC2,734$260K0.16%-8913F-HRTimeline
CRUX WEALTH ADVISORS2,732$260K0.1%-3613F-HRTimeline
Pure Financial Advisors, LLC2,723$259K<0.01%-6313F-HRTimeline
KICKSTAND VENTURES, LLC.2,719$259K0.06%+2413F-HRTimeline
Optimist Retirement Group LLC2,712$258K0.12%013F-HRTimeline
Wagner Wealth Management, LLC2,705$257K0.06%-5,40013F-HRTimeline
Harbour Capital Advisors, LLC2,700$257K0.05%013F-HRTimeline
Insight Advisors, LLC/ PA2,698$257K0.04%-3313F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,700$257K0.01%013F-HRTimeline
InTrack Investment Management Inc2,681$255K0.15%013F-HRTimeline
HMV Wealth Advisors, LLC2,681$255K0.14%013F-HRTimeline
Continuum Advisory, LLC2,673$254K0.03%+32913F-HRTimeline
M3 Advisory Group, LLC2,639$251K0.16%013F-HRTimeline
Argent Trust Co2,633$251K0.01%-58013F-HRTimeline
Foster Victor Wealth Advisors, LLC2,632$250K0.02%+9813F-HRTimeline
Advisors Capital Management, LLC2,595$247K<0.01%+13313F-HRTimeline
Capital Advantage, Inc.2,595$247K0.04%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,593$247K0.04%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,592$247K0.03%+1113F-HRTimeline
Mach-1 Financial Group, LLC2,588$246K0.04%new13F-HRTimeline
Integrity Advisory Solutions, LLC2,588$246K0.04%13F-HRTimeline
Clarity Capital Advisors, LLC2,583$246K0.13%+1013F-HRTimeline
SYON CAPITAL LLC2,578$245K0.01%-4213F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,564$244K0.13%013F-HRTimeline
Reyes Financial Architecture, Inc.2,553$243K0.16%-59713F-HRTimeline
Mill Creek Capital Advisors, LLC2,549$242K<0.01%+213F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,539$242K0.01%+16513F-HRTimeline
NCM Capital Management, LLC2,539$242K0.09%-56713F-HRTimeline
GAMMA Investing LLC2,529$241K0.01%013F-HRTimeline
Commonwealth Financial Services, LLC2,526$240K0.04%+213F-HRTimeline
BSW Wealth Partners2,522$240K0.03%-20313F-HRTimeline
Wilmington Savings Fund Society, FSB2,520$240K0.01%-3,37513F-HR/ATimeline
Thrive Wealth Management, LLC2,506$238K0.04%new13F-HRTimeline
Community Bank, N.A.2,500$238K0.03%-6413F-HRTimeline
Platform Technology Partners2,500$238K0.06%-19913F-HRTimeline
J. Goldman & Co LP2,483$236K0.01%-14513F-HRTimeline
Balboa Wealth Partners2,482$236K0.04%013F-HRTimeline
HBW ADVISORY SERVICES LLC2,479$236K0.03%-1913F-HRTimeline
Advocacy Wealth Management, LLC2,472$235K0.01%013F-HRTimeline
Bridgewater Advisors Inc.2,530$234K0.02%013F-HRTimeline
Westside Investment Management, Inc.2,453$233K0.04%-5513F-HRTimeline
Trueblood Wealth Management, LLC2,451$233K0.09%+913F-HRTimeline
Global Strategic Investment Solutions, …2,447$233K0.02%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,442$232K0.02%013F-HRTimeline
S&T Bank/PA2,442$232K0.07%-21013F-HRTimeline
Strategic Financial Concepts, LLC2,442$232K0.03%+1313F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,439$232K0.13%+313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,440$232K0.15%+413F-HRTimeline
Horst & Graben Wealth Management LLC2,431$231K0.04%-8513F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,463$231K0.03%013F-HRTimeline
Baker Avenue Asset Management, LP2,416$230K0.01%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,407$229K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…2,404$229K0.13%-34,85913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,398$228K0.01%-33013F-HRTimeline
MSH Capital Advisors LLC2,397$228K0.06%+10813F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,391$228K0.02%+313F-HRTimeline
LEUTHOLD GROUP, LLC2,383$227K0.02%-1,99913F-HRTimeline
Carson Advisory Inc.2,373$226K0.12%+113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,372$226K<0.01%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,355$224K0.03%-15013F-HRTimelineGroup
Global Trust Asset Management, LLC2,355$224K0.1%013F-HRTimeline
MMA ASSET MANAGEMENT LLC2,351$224K0.07%013F-HRTimeline
Frederick Financial Consultants, LLC2,350$224K0.13%013F-HRTimeline
LEGACY SOLUTIONS, LLC2,349$223K0.2%-5513F-HRTimeline
Shared Vision Wealth Group LLC2,359$223K0.09%-12913F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,347$223K0.16%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC2,345$223K<0.01%new13F-HRTimeline
Cadence Bank2,322$221K0.01%-11713F-HRTimeline
Sonoma Allocations LLC2,356$220K0.08%13F-HRTimeline
MTM Investment Management, LLC2,311$220K0.07%-30013F-HRTimeline
Kelman-Lazarov, Inc.2,301$219K0.03%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,280$217K0.02%013F-HRTimeline
WPG Advisers, LLC2,274$216K0.17%-14913F-HRTimeline
Gryphon Financial Partners LLC2,248$214K0.02%-13413F-HRTimeline
Archford Capital Strategies, LLC2,237$213K0.03%-5,67813F-HRTimeline
Charter Oak Capital Management, LLC2,228$212K0.02%new13F-HRTimeline
Unified Investment Management2,227$212K0.21%new13F-HRTimeline
Landing Point Financial Group, LLC2,221$211K0.11%-4613F-HRTimeline
Wealth Quarterback LLC2,212$210K0.08%-2313F-HRTimeline
WORLD EQUITY GROUP, INC.2,209$210K0.05%new13F-HRTimeline
Global Assets Advisory, LLC2,204$210K0.06%new13F-HRTimeline
SIMA Wealth Partners, LLC2,197$209K0.16%-24513F-HRTimeline
Salomon & Ludwin, LLC2,195$209K0.02%-11513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,194$209K0.1%013F-HRTimeline
Glen Eagle Advisors, LLC2,191$208K0.03%+213F-HRTimeline
Kraft, Davis & Associates, LLC2,191$208K0.05%+113F-HRTimeline
Ipsen Advisor Group LLC2,187$208K0.15%+913F-HRTimeline
TD Asset Management Inc2,182$208K<0.01%-113F-HRTimeline
Breakwater Capital Group2,179$207K0.03%-113F-HRTimeline
Crew Capital Management, Ltd2,166$206K0.14%013F-HRTimeline
Scott & Selber, Inc.2,159$205K0.05%+113F-HR/ATimeline
ALLIUM FINANCIAL ADVISORS, LLC2,155$205K0.17%013F-HRTimeline
Tortoise Investment Management, LLC2,147$204K0.02%013F-HRTimeline
APPLETON PARTNERS INC/MA2,134$203K0.01%013F-HRTimeline
Straight Path Wealth Management2,130$203K0.06%-5513F-HRTimeline
Lion Street Advisors, LLC2,612$203K0.07%-3,03113F-HRTimeline
American Wealth Advisors, LLC2,129$203K0.2%13F-HRTimeline
Baker Ellis Asset Management LLC2,125$202K0.02%new13F-HRTimeline
Wedmont Private Capital2,122$202K0.01%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,105$200K<0.01%new13F-HRTimelineGroup
Providence Capital Advisors, LLC2,072$197K0.03%-11213F-HRTimeline
Anchor Investment Management, LLC1,987$189K0.02%+413F-HRTimeline
Atlantic Private Wealth, LLC1,912$182K0.12%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,848$176K0.06%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,844$175K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1,839$175K0.11%-1,46313F-HRTimeline
Cornerstone Planning Group LLC1,853$173K0.03%+1,72313F-HRTimeline
Key Financial Inc1,765$168K0.03%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,760$165K0.02%013F-HRTimelineGroup
Millstone Evans Group, LLC1,676$159K0.1%013F-HRTimeline
Medallion Wealth Advisors, LLC1,647$157K0.06%+113F-HRTimeline
Caldwell Trust Co1,595$152K0.01%013F-HRTimeline
Citizens National Bank Trust Department1,591$151K0.03%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,568$149K0.04%+16813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,529$146K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,528$145K0.03%013F-HRTimelineGroup
Team Financial Group, LLC1,516$144K0.07%-2713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,488$142K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,430$136K0.08%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,404$134K0.01%-134,51813F-HRTimelineGroup
Parkside Financial Bank & Trust1,399$133K0.01%013F-HRTimeline
Bangor Savings Bank1,397$133K0.01%+60013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,385$132K0.01%+34013F-HRTimeline
Signature Resources Capital Management,…1,371$130K0.07%013F-HRTimeline
Stephens Consulting, LLC1,348$128K0.04%013F-HRTimeline
Washington Trust Advisors, Inc.1,300$124K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,293$123K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,265$120K0.01%-2613F-HRTimeline
Financial Perspectives, Inc1,231$117K0.03%+3413F-HRTimeline
Root Financial Partners, LLC1,219$116K0.01%new13F-HRTimeline
Heartwood Wealth Advisors LLC1,200$114K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC1,197$114K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Minot DeBlois Advisors LLC1,158$110K0.1%-5013F-HRTimeline
JNBA Financial Advisors1,082$103K0.01%013F-HRTimeline
Dunhill Financial, LLC1,082$103K0.03%013F-HRTimeline
First Pacific Financial1,073$102K0.01%+413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,048$99.7K<0.01%-11013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.1,014$96.5K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,004$95.5K0.01%-14213F-HRTimeline
POM Investment Strategies, LLC1,000$95.1K0.05%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,008$95K0.03%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB973$92.6K<0.01%new13F-HRTimeline
Main Street Group, LTD956$91K0.03%013F-HRTimeline
American Capital Advisory, LLC949$90.3K0.04%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp920$87.5K<0.01%+2513F-HRTimelineGroup
Private Wealth Asset Management, LLC885$84.2K0.01%013F-HRTimeline
Graney & King, LLC865$82.3K0.06%013F-HRTimeline
Corsicana & Co.835$79.4K0.04%13F-HRTimeline
Jackson Hole Capital Partners, LLC834$79.3K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST821$78.1K0.01%013F-HRTimeline
TruNorth Capital Management, LLC818$77.8K0.02%013F-HRTimeline
FIRST HORIZON CORP797$75.8K<0.01%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC788$75K<0.01%new13F-HRTimeline
Bullock Wealth Management Group785$74.6K0.04%new13F-HRTimeline
DUNCKER STREETT & CO INC767$73K0.01%013F-HRTimeline
Westfuller Advisors, LLC737$70.2K0.03%new13F-HRTimeline
Orion Capital Management LLC700$66.6K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.690$66K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Accredited Wealth Management, LLC258$65.5K0.05%-43013F-HRTimeline
Tidemark, LLC680$64.7K0.02%013F-HRTimeline
Aventura Private Wealth, LLC664$63.2K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA639$60.8K<0.01%013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department630$59.9K0.02%-10613F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…630$59.9K0.04%+213F-HRTimeline
Newton One Investments LLC606$57.7K0.02%-7613F-HRTimeline
ESL Trust Services, LLC595$56.6K0.01%-41813F-HRTimeline
CURIO WEALTH, LLC545$51.9K0.02%013F-HRTimeline
EPG Wealth Management LLC539$51.2K0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.529$50.3K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.510$48.5K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC491$46.7K<0.01%013F-HRTimeline
Compass Financial Services Inc489$46.6K0.02%+113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC484$46.1K0.06%+813F-HRTimeline
CNB Bank471$44.8K0.02%013F-HRTimeline
LGT Financial Advisors LLC470$44.7K0.1%-4013F-HRTimeline
BOK Financial Private Wealth, Inc.450$42.8K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC438$41K0.01%013F-HRTimeline
Luken Investment Analytics, LLC425$40.4K0.02%013F-HRTimeline
BFSG, LLC423$40.2K<0.01%013F-HRTimeline
Crews Bank & Trust420$40K0.01%013F-HRTimeline
Blue Trust, Inc.400$38.1K<0.01%-213F-HRTimeline
Peck Wealth Management, LLC400$38.1K0.04%13F-HRTimeline
Global Wealth Strategies & Associates388$36.9K0.01%013F-HRTimeline
JDM Financial Group LLC383$36.4K0.02%013F-HRTimeline