Skip to content
Disclosery

USMV ISHARES TR

Follow

SHS (fund)

1,364 managers (1,379 13F filers) reported a position in USMV shares at 2025-12-31, 178,882,147 shares in all. 79 filers opened a position and 83 filers sold out during the quarter.

Managers
1,364
13F filers
1,379
New
79
Added
426
Reduced
540
Sold out
83
Shares held by filers
178,882,147

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BCS Wealth Management3,242$305K0.03%new13F-HRTimeline
WealthShield Partners, LLC3,238$305K0.03%-11013F-HRTimeline
Vision Retirement, LLC3,221$303K0.08%13F-HRTimeline
Rockwood Wealth Management, LLC3,207$302K0.02%+15913F-HRTimeline
Accurate Wealth Management, LLC3,174$300K0.04%-17113F-HRTimeline
Bison Wealth, LLC3,240$299K0.03%+22513F-HRTimeline
WESCAP Management Group, Inc.3,163$298K0.06%013F-HRTimeline
Winthrop Advisory Group LLC3,143$296K0.03%-39013F-HR/ATimeline
Betterment LLC3,133$295K<0.01%+23713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,123$294K0.13%013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …3,109$293K0.1%-1913F-HRTimelineGroup
Front Row Advisors LLC3,093$291K0.1%013F-HRTimeline
Balentine LLC3,089$291K0.01%+313F-HRTimeline
TSFG, LLC3,078$290K0.04%-81813F-HRTimeline
Clearwater Capital Advisors, LLC3,075$290K0.02%013F-HRTimeline
Prostatis Group LLC3,069$289K0.07%-30913F-HRTimeline
Noble Wealth Management PBC3,054$288K0.14%-7613F-HRTimeline
Fluent Financial, LLC3,051$287K0.11%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,050$287K0.01%+113F-HRTimeline
Archer Investment Corp3,040$286K0.06%+113F-HRTimeline
Capital Investment Advisors, LLC3,031$285K<0.01%+21213F-HRTimeline
Intelligence Driven Advisers, LLC3,021$284K0.04%-2713F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,020$284K0.01%013F-HRTimeline
Marble Wealth, LLC3,019$284K0.04%13F-HRTimeline
BURNS J W & CO INC/NY3,009$283K0.03%+913F-HRTimeline
Lantz Financial LLC3,009$283K0.06%-5313F-HRTimeline
Rosenberg Matthew Hamilton3,006$283K0.06%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,894$281K0.02%-113F-HRTimelineGroup
SYM FINANCIAL Corp2,977$280K0.03%+16813F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,973$280K0.01%+27313F-HRTimeline
TFB Advisors LLC2,968$279K0.08%+3613F-HRTimeline
LVZ, Inc.2,948$278K0.03%013F-HR/ATimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,943$277K<0.01%new13F-HRTimelineGroup
Guilbault Capital LLC2,942$277K0.31%13F-HRTimeline
Silver Grove Financial Group, Inc.2,938$277K0.24%-8413F-HRTimeline
Sound Income Strategies, LLC2,929$277K0.01%-19513F-HRTimeline
Nautilus Advisors LLC2,935$276K0.18%013F-HRTimeline
Arcadia Wealth Management, LLC2,912$274K0.1%-16413F-HRTimeline
Pine Harbor Wealth Management, LLC2,911$274K0.08%new13F-HRTimeline
Vision Capital Management, Inc.2,908$274K0.03%013F-HRTimeline
Successful Portfolios LLC2,892$274K0.14%-51213F-HRTimeline
Wilmington Savings Fund Society, FSB2,895$273K0.01%+37513F-HRTimeline
Carl P. Sherr & Co., LLC2,865$272K0.12%013F-HRTimeline
Evercore Wealth Management, LLC2,864$270K<0.01%013F-HRTimeline
Beacon Capital Management, LLC2,862$269K0.04%+12013F-HRTimeline
Sandbox Financial Partners, LLC2,856$269K0.07%-313F-HRTimeline
August Group Capital Ltd2,847$268K0.3%13F-HRTimeline
Serenity Investment Advisors2,835$268K0.16%13F-HRTimeline
Clarity Financial LLC2,843$268K0.02%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,807$264K0.01%-40913F-HRTimeline
Grey Ledge Advisors, LLC2,805$264K0.06%+513F-HRTimeline
Proficio Capital Partners LLC2,800$264K0.02%013F-HRTimeline
Rossby Financial, LCC2,791$263K0.08%+2,68713F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,767$261K<0.01%013F-HRTimelineGroup
Perissos Private Wealth Management, LLC2,765$260K0.22%013F-HRTimeline
Ridgeline Wealth, LLC2,763$260K0.18%-12513F-HRTimeline
Lifeworks Advisors, LLC2,760$260K0.03%-3,49913F-HRTimeline
BDFS Capital LLC2,750$259K0.13%13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,748$259K<0.01%+113F-HRTimelineGroup
CRUX WEALTH ADVISORS2,743$258K0.1%+1113F-HRTimeline
Patton Albertson Miller Group, LLC2,742$258K0.03%-1,86613F-HRTimeline
TFR Capital, LLC.2,731$257K0.09%-25613F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP2,721$256K0.01%new13F-HRTimeline
Optimist Retirement Group LLC2,712$255K0.12%013F-HRTimeline
Wagner Wealth Management, LLC2,705$255K0.05%013F-HRTimeline
Pure Financial Advisors, LLC2,703$254K<0.01%-2013F-HRTimeline
KICKSTAND VENTURES, LLC.2,697$254K0.05%-2213F-HRTimeline
Harbour Capital Advisors, LLC2,700$253K0.05%013F-HRTimeline
InTrack Investment Management Inc2,681$252K0.14%013F-HRTimeline
HMV Wealth Advisors, LLC2,681$252K0.13%013F-HRTimeline
Connecticut Capital Management Group, L…2,680$252K0.24%13F-HRTimeline
Continuum Advisory, LLC2,674$252K0.03%+113F-HRTimeline
Fiduciary Alliance LLC2,659$250K0.02%-14013F-HRTimeline
Alpha Financial Partners LLC2,655$250K0.15%new13F-HRTimeline
M3 Advisory Group, LLC2,640$249K0.15%+113F-HRTimeline
Foster Victor Wealth Advisors, LLC2,632$249K0.01%013F-HRTimeline
Storen Legacy Partners, LLC2,633$248K0.08%13F-HRTimeline
Capital Advantage, Inc.2,595$244K0.03%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,593$244K0.03%013F-HRTimeline
NorthCoast Asset Management LLC2,592$244K0.01%-113,51513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,587$244K0.03%-513F-HRTimeline
Clarity Capital Advisors, LLC2,583$243K0.12%013F-HRTimeline
Argent Trust Co2,578$243K0.01%-5513F-HRTimeline
United Community Bankin group United Community Bank2,575$242K0.09%-17513F-HRTimelineGroup
Advyzon Investment Management, LLC2,570$242K0.03%new13F-HRTimeline
Mill Creek Capital Advisors, LLC2,550$240K<0.01%+113F-HRTimeline
Avalon Trust Co2,550$240K0.02%-3,80013F-HRTimeline
FLP Wealth Management, LLC2,548$240K0.57%new13F-HR/ATimeline
NCM Capital Management, LLC2,539$239K0.09%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC2,539$239K0.1%-23813F-HRTimeline
Reyes Financial Architecture, Inc.2,539$239K0.15%-1413F-HRTimeline
Bridgewater Advisors Inc.2,530$239K0.02%013F-HRTimeline
Thrive Wealth Management, LLC2,526$238K0.03%+2013F-HRTimeline
Commonwealth Financial Services, LLC2,526$238K0.04%013F-HRTimeline
CWS Financial Advisors, LLC2,518$237K0.06%new13F-HRTimeline
Community Bank, N.A.2,500$235K0.03%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,482$234K0.02%+1913F-HRTimeline
Balboa Wealth Partners2,482$234K0.04%013F-HRTimeline
HBW ADVISORY SERVICES LLC2,473$233K0.03%-613F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,461$232K0.02%+7013F-HRTimeline
Trueblood Wealth Management, LLC2,461$232K0.09%+1013F-HRTimeline
McAdam, LLC2,451$231K0.01%-67713F-HRTimeline
Chesley Taft & Associates LLC2,450$231K0.01%new13F-HRTimeline
Global Strategic Investment Solutions, …2,447$230K0.02%013F-HRTimeline
Insight Advisors, LLC/ PA2,444$230K0.03%-25413F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,443$230K0.15%+313F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,443$230K0.12%+413F-HRTimeline
Integrity Financial Corp /WA2,443$230K0.12%-35413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,442$230K0.01%013F-HRTimeline
S&T Bank/PA2,442$230K0.07%013F-HRTimeline
Westside Investment Management, Inc.2,438$229K0.04%-1513F-HRTimeline
Horst & Graben Wealth Management LLC2,432$229K0.03%+113F-HRTimeline
Carson Advisory Inc.2,427$229K0.12%+5413F-HRTimeline
Clearview Wealth Advisors LLC2,421$228K0.14%-33613F-HRTimeline
Integrity Advisory Solutions, LLC2,414$227K0.03%-17413F-HRTimeline
MSH Capital Advisors LLC2,411$227K0.05%+1413F-HRTimeline
Kingdom Financial Group LLC.2,408$227K0.07%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,407$227K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…2,404$226K0.12%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC2,399$226K0.32%13F-HRTimeline
Sonoma Allocations LLC2,366$226K0.07%+1013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,390$225K0.15%-75613F-HRTimeline
First National Trust Co2,385$225K0.01%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,372$223K<0.01%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,359$222K<0.01%-51613F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group2,355$222K0.02%013F-HRTimelineGroup
TD Asset Management Inc2,354$222K<0.01%+17213F-HRTimeline
Breakwater Capital Group2,352$221K0.03%+17313F-HRTimeline
MMA ASSET MANAGEMENT LLC2,351$221K0.08%013F-HRTimeline
Frederick Financial Consultants, LLC2,350$221K0.12%013F-HRTimeline
LEGACY SOLUTIONS, LLC2,349$221K0.19%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,347$221K0.16%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,344$221K0.03%13F-HRTimeline
LEUTHOLD GROUP, LLC2,338$220K0.02%-4513F-HRTimeline
WPG Advisers, LLC2,313$218K0.16%+3913F-HRTimeline
MTM Investment Management, LLC2,311$218K0.07%013F-HRTimeline
Pacific Sun Financial Corp2,301$217K0.1%-45013F-HRTimeline
Kelman-Lazarov, Inc.2,301$217K0.03%013F-HRTimeline
Modera Wealth Management, LLC2,293$216K<0.01%-54313F-HRTimeline
HBK Sorce Advisory LLC2,225$214K<0.01%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,266$213K0.08%-24,05813F-HRTimeline
Shared Vision Wealth Group LLC2,227$213K0.09%-13213F-HRTimeline
Greenwich Wealth Management LLC2,240$211K0.01%new13F-HRTimeline
Magnus Financial Group LLC2,239$211K0.02%new13F-HRTimeline
Archford Capital Strategies, LLC2,237$211K0.02%013F-HRTimeline
Unified Investment Management2,228$210K0.21%+113F-HRTimeline
Landing Point Financial Group, LLC2,222$209K0.1%+113F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC2,220$209K0.01%-65713F-HRTimeline
Davis Wealth Advisors, LLC2,217$209K0.17%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC2,218$208K0.03%-1,52013F-HRTimeline
SCS Capital Management LLC2,203$207K<0.01%-1,70413F-HRTimeline
Charter Oak Capital Management, LLC2,199$207K0.02%-2913F-HRTimeline
SIMA Wealth Partners, LLC2,197$207K0.16%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,194$207K0.09%013F-HRTimeline
Glen Eagle Advisors, LLC2,192$206K0.03%+113F-HRTimeline
Salomon & Ludwin, LLC2,195$206K0.02%013F-HRTimeline
Plus Group Wealth Advisors LLC2,189$206K0.23%13F-HRTimeline
Cadence Bank2,184$206K0.01%-13813F-HRTimeline
Kraft, Davis & Associates, LLC2,175$205K0.05%-1613F-HRTimeline
Pacific Point Advisors, LLC2,169$204K0.11%new13F-HRTimeline
Curry Webb Wealth Management LLC2,167$204K0.1%13F-HRTimeline
PURSUE WEALTH PARTNERS LLC2,165$204K0.1%new13F-HRTimeline
Crew Capital Management, Ltd2,166$204K0.13%013F-HRTimeline
Scott & Selber, Inc.2,160$203K0.05%+113F-HRTimeline
Wedmont Private Capital2,152$203K0.01%+3013F-HRTimeline
Tortoise Investment Management, LLC2,147$202K0.02%013F-HRTimeline
Gryphon Financial Partners LLC2,137$201K0.02%-11113F-HRTimeline
QTR Family Wealth, LLC2,096$201K0.09%new13F-HRTimeline
Baker Ellis Asset Management LLC2,125$200K0.02%013F-HRTimeline
Retirement Wealth Solutions LLC2,125$200K0.13%+28613F-HRTimeline
American Wealth Advisors, LLC2,097$197K0.19%-3213F-HRTimeline
Providence Capital Advisors, LLC2,072$195K0.03%013F-HRTimeline
Lodestone Wealth Management LLC2,051$193K0.08%new13F-HRTimeline
Anchor Investment Management, LLC1,991$187K0.02%+413F-HRTimeline
BLUELINE ADVISORS LLC1,981$187K0.15%13F-HRTimeline
Lloyd Advisory Services, LLC.1,937$182K0.07%new13F-HRTimeline
Cornerstone Planning Group LLC1,900$181K0.03%+4713F-HRTimeline
Atlantic Private Wealth, LLC1,912$180K0.12%013F-HRTimeline
FSA Advisors, Inc.51,958$177K0.12%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,848$174K0.06%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,844$174K0.01%013F-HRTimeline
Key Financial Inc1,809$170K0.03%+4413F-HRTimeline
Strategic Wealth Partners, Ltd.1,794$169K0.01%+79013F-HRTimeline
Millstone Evans Group, LLC1,782$168K0.1%+10613F-HRTimeline
Founders Financial Alliance, LLC1,763$166K0.03%-1,60313F-HRTimeline
Signature Resources Capital Management,…1,676$158K0.08%+30513F-HRTimeline
Medallion Wealth Advisors, LLC1,628$153K0.05%-1913F-HRTimeline
Caldwell Trust Co1,595$150K0.01%013F-HRTimeline
Citizens National Bank Trust Department1,591$150K0.03%013F-HRTimeline
Walsh & Associates, LLC1,585$149K0.15%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,529$144K<0.01%013F-HRTimeline
Team Financial Group, LLC1,522$143K0.07%+613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,488$140K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,468$138K0.05%+1,38613F-HRTimeline
RED REEF ADVISORS LLC1,437$135K0.14%13F-HRTimeline
WOLFF WIESE MAGANA LLC1,430$135K0.07%013F-HRTimeline
CFG Wealth Management Services, Inc.1,429$135K0.12%13F-HRTimeline
Financial Perspectives, Inc1,415$133K0.04%+18413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,404$132K0.01%013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV1,403$132K0.04%-16513F-HRTimeline