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Disclosery

USMV ISHARES TR

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SHS (fund)

1,354 managers (1,371 13F filers) reported a position in USMV shares at 2026-03-31, 172,870,802 shares in all. 92 filers opened a position and 93 filers sold out during the quarter.

Managers
1,354
13F filers
1,371
New
92
Added
417
Reduced
576
Sold out
93
Shares held by filers
172,870,802

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Retireful, LLC3,070$285K0.4%new13F-HRTimeline
Archer Investment Corp3,041$282K0.06%+113F-HRTimeline
Marble Wealth, LLC3,028$281K0.05%+913F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,020$280K0.01%013F-HRTimeline
Betterment LLC3,023$280K<0.01%-11013F-HRTimeline
Polaris Investment Advisors, LLC3,009$279K0.2%-4,36613F-HRTimeline
Rosenberg Matthew Hamilton3,006$279K0.06%013F-HRTimeline
Noble Wealth Management PBC3,004$279K0.14%-5013F-HRTimeline
BURNS J W & CO INC/NY3,000$278K0.03%-913F-HRTimeline
Aprio Wealth Management, LLC2,993$278K0.02%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,983$277K0.02%+1,08913F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …2,980$276K0.02%-26413F-HRTimeline
SeaCrest Wealth Management, LLC2,972$276K0.03%-72813F-HRTimeline
LVZ, Inc.2,948$273K0.03%013F-HRTimeline
Nautilus Advisors LLC2,935$272K0.19%013F-HRTimeline
Rothschild Wealth LLC2,929$272K0.02%-70913F-HRTimeline
Pine Harbor Wealth Management, LLC2,911$270K0.08%013F-HRTimeline
Vision Capital Management, Inc.2,908$270K0.03%013F-HRTimeline
Baltimore-Washington Financial Advisors…2,891$268K0.01%new13F-HRTimeline
Successful Portfolios LLC2,892$267K0.15%013F-HRTimeline
Beacon Capital Management, LLC2,873$266K0.05%+1113F-HRTimeline
Strategic Financial Concepts, LLC2,867$266K0.07%new13F-HRTimeline
Carl P. Sherr & Co., LLC2,865$266K0.12%013F-HRTimeline
Sandbox Financial Partners, LLC2,864$266K0.07%+813F-HRTimeline
Evercore Wealth Management, LLC2,864$266K<0.01%013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …2,850$264K0.09%-25913F-HRTimelineGroup
Clarity Financial LLC2,843$264K0.03%013F-HRTimeline
EFG International AGin group EFG International AG2,837$263K0.01%new13F-HRTimelineGroup
Lantz Financial LLC2,822$262K0.05%-18713F-HRTimeline
Guardian Asset Advisors, LLC2,822$262K0.15%-80,84613F-HRTimeline
Ketron Financial2,820$262K0.09%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,807$260K0.01%013F-HRTimeline
Proficio Capital Partners LLC2,800$260K0.01%013F-HRTimeline
Winthrop Advisory Group LLC2,778$258K0.02%-36513F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,767$257K<0.01%013F-HRTimelineGroup
CVFG LLC2,767$257K0.03%new13F-HRTimeline
Perissos Private Wealth Management, LLC2,765$256K0.22%013F-HRTimeline
Capital Investment Advisors, LLC2,754$255K<0.01%-27713F-HR/ATimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,749$255K<0.01%+113F-HRTimelineGroup
BDFS Capital LLC2,747$255K0.12%-313F-HRTimeline
Carson Advisory Inc.2,744$254K0.13%+31713F-HRTimeline
Harbour Capital Advisors, LLC2,700$254K0.05%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,729$253K<0.01%-58913F-HRTimelineGroup
Chris Bulman Inc2,716$252K0.11%-94213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,712$252K0.01%-1,89913F-HRTimeline
Optimist Retirement Group LLC2,712$252K0.11%013F-HRTimeline
Wagner Wealth Management, LLC2,711$251K0.05%+613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,701$250K0.03%+35713F-HRTimeline
TFR Capital, LLC.2,696$250K0.08%-3513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,691$250K0.02%new13F-HRTimeline
KICKSTAND VENTURES, LLC.2,687$249K0.05%-1013F-HRTimeline
HMV Wealth Advisors, LLC2,681$249K0.12%013F-HRTimeline
Connecticut Capital Management Group, L…2,680$249K0.23%013F-HRTimeline
Alpha Financial Partners LLC2,670$248K0.15%+1513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,661$247K0.03%+7413F-HRTimeline
Foster Victor Wealth Advisors, LLC2,632$247K0.01%013F-HRTimeline
CRUX WEALTH ADVISORS2,651$246K0.09%-9213F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,641$245K<0.01%-33213F-HRTimeline
M3 Advisory Group, LLC2,641$245K0.15%+113F-HRTimeline
Founders Financial Alliance, LLC2,639$245K0.04%+87613F-HRTimeline
Storen Legacy Partners, LLC2,633$244K0.08%013F-HRTimeline
Capital Advantage, Inc.2,595$241K0.03%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,585$240K0.02%+79113F-HRTimeline
InTrack Investment Management Inc2,585$240K0.14%-9613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Unified Investment Management2,578$239K0.25%+35013F-HRTimeline
United Community Bankin group United Community Bank2,575$239K0.08%013F-HRTimelineGroup
Bridgewater Advisors Inc.2,530$239K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.2,569$238K0.19%+3013F-HRTimeline
OpenArc Corporate Advisory, LLC2,565$238K<0.01%new13F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,564$238K0.13%new13F-HRTimeline
Pinnacle Family Advisors, LLC2,554$237K0.11%-2,78013F-HRTimeline
Mill Creek Capital Advisors, LLC2,552$237K<0.01%+213F-HRTimeline
Avalon Trust Co2,550$236K0.02%013F-HRTimeline
Sound Income Strategies, LLC2,542$236K0.01%-38713F-HRTimeline
NCM Capital Management, LLC2,539$235K0.08%013F-HRTimeline
HBW ADVISORY SERVICES LLC2,537$235K0.02%+6413F-HRTimeline
Modera Wealth Management, LLC2,534$235K<0.01%+24113F-HRTimeline
Commonwealth Financial Services, LLC2,526$234K0.04%013F-HRTimeline
CWS Financial Advisors, LLC2,518$234K0.06%013F-HRTimeline
Valeo Financial Advisors, LLC2,507$233K0.01%-3,26113F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,506$232K<0.01%-161,56713F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC2,505$232K0.1%-3413F-HRTimeline
Community Bank, N.A.2,500$232K0.03%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,493$231K0.02%+1113F-HRTimeline
PINNACLE ASSOCIATES LTD2,488$231K<0.01%-89113F-HRTimeline
Balboa Wealth Partners2,482$230K0.04%013F-HRTimeline
Trueblood Wealth Management, LLC2,471$229K0.09%+1013F-HRTimeline
McAdam, LLC2,458$228K0.01%+713F-HRTimeline
TD Asset Management Inc2,454$228K<0.01%+10013F-HRTimeline
Chesley Taft & Associates LLC2,450$227K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,450$227K0.15%+713F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,448$227K0.11%+513F-HRTimeline
Global Strategic Investment Solutions, …2,447$227K0.02%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC2,445$227K0.32%+4613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,442$226K0.01%013F-HRTimeline
S&T Bank/PA2,442$226K0.08%013F-HRTimeline
Integrity Advisory Solutions, LLC2,433$226K0.03%+1913F-HRTimeline
Altus Wealth Group LLC2,419$224K0.09%-3,33213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,407$223K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,403$223K0.01%-3,20513F-HRTimeline
Insight Advisors, LLC/ PA2,387$221K0.04%-5713F-HRTimeline
Sonoma Allocations LLC2,376$221K0.08%+1013F-HRTimeline
Grey Ledge Advisors, LLC2,384$221K0.05%-42113F-HRTimeline
First National Trust Co2,376$220K0.01%-913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,372$220K<0.01%013F-HRTimeline
Ridgeline Wealth, LLC2,367$220K0.16%-39613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,359$219K<0.01%013F-HRTimelineGroup
Breakwater Capital Group2,357$219K0.03%+513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,355$218K0.02%013F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC2,351$218K0.08%013F-HRTimeline
Frederick Financial Consultants, LLC2,350$218K0.11%013F-HRTimeline
LEGACY SOLUTIONS, LLC2,350$218K0.2%+113F-HRTimeline
Retirement Wealth Solutions LLC2,350$218K0.14%+22513F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,347$218K0.15%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,346$218K0.14%-4413F-HRTimeline
Horst & Graben Wealth Management LLC2,316$217K0.03%-11613F-HRTimeline
Argent Trust Co2,328$216K0.01%-25013F-HRTimeline
MSH Capital Advisors LLC2,320$215K0.05%-9113F-HRTimeline
Pacific Sun Financial Corp2,301$213K0.1%013F-HRTimeline
Kelman-Lazarov, Inc.2,301$213K0.03%013F-HRTimeline
NorthCoast Asset Management LLC2,298$213K<0.01%-29413F-HRTimeline
McCartney Wealth Management LLC2,297$213K0.18%new13F-HRTimeline
Range Advisory, LLC2,295$213K0.04%new13F-HRTimeline
MRA Advisory Group2,289$212K0.09%new13F-HRTimeline
Accretive Wealth Partners, LLC2,280$211K0.06%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,258$209K0.07%-813F-HRTimeline
WPG Advisers, LLC2,226$206K0.15%-8713F-HRTimeline
SCS Capital Management LLC2,203$204K<0.01%013F-HRTimeline
Triad Wealth Partners, LLC2,200$204K0.02%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,198$204K0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC2,197$204K0.16%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,194$203K0.1%013F-HRTimeline
Cassilly Financial Group LLC2,194$203K0.18%new13F-HRTimeline
Glen Eagle Advisors, LLC2,193$203K0.03%+113F-HRTimeline
Charter Oak Capital Management, LLC2,193$203K0.02%-613F-HRTimeline
Plus Group Wealth Advisors LLC2,189$203K0.22%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,184$203K<0.01%new13F-HRTimelineGroup
Arcadia Wealth Management, LLC2,178$202K0.07%-73413F-HRTimeline
Davis Wealth Advisors, LLC2,173$202K0.17%-4413F-HRTimeline
Curry Webb Wealth Management LLC2,171$201K0.1%+413F-HRTimeline
Patriot Financial Group Insurance Agenc…2,170$201K0.01%new13F-HRTimeline
Pacific Point Advisors, LLC2,169$201K0.11%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC2,165$201K0.12%013F-HRTimeline
Crew Capital Management, Ltd2,166$201K0.13%013F-HRTimeline
Busey Bank2,165$201K0.01%new13F-HRTimeline
Scott & Selber, Inc.2,161$200K0.05%+113F-HRTimeline
Realta Investment Advisors2,138$198K0.07%-1,42013F-HRTimeline
Westside Investment Management, Inc.2,134$198K0.03%-30413F-HRTimeline
Salomon & Ludwin, LLC2,086$195K0.02%-10913F-HRTimeline
Providence Capital Advisors, LLC2,072$192K0.03%013F-HRTimeline
Lodestone Wealth Management LLC2,014$187K0.07%-3713F-HR/ATimeline
Anchor Investment Management, LLC1,995$185K0.02%+413F-HRTimeline
BLUELINE ADVISORS LLC1,981$184K0.14%013F-HRTimeline
Cornerstone Planning Group LLC1,929$182K0.02%+2913F-HRTimeline
Integrity Financial Corp /WA1,942$180K0.09%-50113F-HRTimeline
Atlantic Private Wealth, LLC1,912$177K0.12%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,900$176K0.02%+84913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,844$171K0.01%013F-HRTimeline
Millstone Evans Group, LLC1,782$165K0.1%013F-HRTimeline
IMG Wealth Management, Inc.1,737$161K0.1%-1,73713F-HRTimeline
RED REEF ADVISORS LLC1,700$158K0.16%+26313F-HRTimeline
KM Capital Management Ltd.1,636$154K0.1%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,629$151K0.05%+113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,595$147K0.04%+19213F-HR/ATimeline
Key Financial Inc1,539$143K0.03%-27013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,529$142K<0.01%013F-HRTimeline
Financial Perspectives, Inc1,529$142K0.04%+11413F-HRTimeline
Team Financial Group, LLC1,528$142K0.06%+613F-HRTimeline
Citizens National Bank Trust Department1,520$141K0.02%-7113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,488$138K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,439$133K0.01%+7413F-HRTimeline
WOLFF WIESE MAGANA LLC1,430$133K0.07%013F-HRTimeline
CFG Wealth Management Services, Inc.1,429$133K0.12%013F-HRTimeline
Signature Resources Capital Management,…1,421$132K0.06%-25513F-HRTimeline
IFG Advisory, LLC1,401$130K0.37%-35,66813F-HRTimeline
Longview Financial Advisors, Inc.1,401$130K0.08%new13F-HRTimeline
Parkside Financial Bank & Trust1,399$130K0.01%013F-HRTimeline
Bangor Savings Bank1,397$130K0.01%013F-HRTimeline
MTM Investment Management, LLC1,373$127K0.04%-93813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,366$127K<0.01%+36813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Turtle Creek Wealth Advisors, LLC1,334$124K0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.1,300$121K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,291$120K<0.01%+27913F-HRTimelineGroup
Coston, McIsaac & Partners1,293$119K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,265$117K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,200$111K0.03%new13F-HRTimeline
Root Financial Partners, LLC1,154$107K<0.01%-4313F-HRTimeline
American Capital Advisory, LLC1,127$105K0.04%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,126$104K0.01%new13F-HRTimelineGroup
Caldwell Trust Co1,095$102K0.01%-50013F-HRTimeline
Walsh & Associates, LLC1,085$101K0.1%-50013F-HRTimeline
First Pacific Financial1,082$100K0.01%+413F-HRTimeline
JNBA Financial Advisors1,082$100K0.01%013F-HRTimeline
Dunhill Financial, LLC1,062$98.5K0.02%+3013F-HRTimeline
DT Investment Partners, LLC1,000$92.7K0.01%new13F-HRTimeline
MCF Advisors LLC992$92K<0.01%-113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…945$87.8K0.04%-52313F-HRTimeline
HAZLETT, BURT & WATSON, INC.933$86K0.03%-7613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp895$83K<0.01%013F-HRTimelineGroup
Family Capital Trust Co888$82.3K0.03%+6813F-HR/ATimeline