Skip to content
Disclosery

USMV ISHARES TR

Follow

SHS (fund)

1,271 managers (1,285 13F filers) reported a position in USMV shares at 2024-12-31, 186,489,023 shares in all. 74 filers opened a position and 62 filers sold out during the quarter.

Managers
1,271
13F filers
1,285
New
74
Added
340
Reduced
532
Sold out
62
Shares held by filers
186,489,023

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Kozak & Associates, Inc.223$19.9K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC220$19.5K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB219$19.4K<0.01%-4613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC217$19.3K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC216$19.2K0.01%013F-HRTimeline
Keener Financial Planning LLC224$19K0.01%013F-HRTimeline
Caitlin John, LLC189$16.8K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC188$16.7K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…184$16.3K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp184$16.3K0.02%13F-HRTimeline
LGT Financial Advisors LLC176$15.6K0.03%-9713F-HRTimeline
Prestige Wealth Management Group LLC172$15.3K<0.01%013F-HR/ATimeline
Crewe Advisors LLC171$15.1K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co170$15.1K0.01%-64113F-HRTimeline
Fourth Dimension Wealth, LLC169$15K0.01%13F-HRTimeline
Copia Wealth Management163$14.5K0.01%13F-HRTimeline
Pathway Financial Advisers, LLC163$14.5K<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC160$14.2K<0.01%013F-HRTimeline
Avion Wealth161$14K<0.01%013F-HRTimeline
Bogart Wealth, LLC152$13.5K<0.01%013F-HRTimeline
Compass Wealth Management LLC150$13.3K<0.01%-25013F-HRTimeline
Hopwood Financial Services, Inc.145$12.9K0.01%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC143$12.7K<0.01%013F-HRTimeline
Global Financial Private Client, LLC142$12.6K<0.01%013F-HRTimeline
Alexis Investment Partners, LLC142$12.6K0.01%13F-HRTimeline
New Millennium Group LLC137$12.2K0.01%013F-HRTimeline
Collier Financial136$12K0.01%13F-HRTimeline
Mendota Financial Group, LLC102$9.05K0.01%013F-HRTimeline
AllSquare Wealth Management LLC88$7.81K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC87$7.72K<0.01%+613F-HRTimeline
Cornerstone Planning Group LLC81$7.49K<0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.71$6.61K<0.01%013F-HRTimeline
Brooklyn Investment Group74$6.57K<0.01%new13F-HRTimeline
CGC Financial Services, LLC68$6.04K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.66$5.83K<0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC65$5.8K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC64$5.68K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC51$4.53K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.50$4.44K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC45$4.03K<0.01%013F-HR/ATimeline
Hemington Wealth Management56$4K<0.01%013F-HRTimeline
WFA Asset Management Corp44$3.91K<0.01%new13F-HRTimeline
Financial Life Planners43$3.79K<0.01%13F-HRTimeline
Investors Research Corp41$3.64K<0.01%013F-HRTimeline
COUNTRY TRUST BANK39$3.46K<0.01%+3613F-HRTimeline
Raleigh Capital Management Inc.38$3.4K<0.01%013F-HRTimeline
MOTCO38$3.37K<0.01%013F-HRTimeline
ZynergyRetirementPlanningLLC33$3.01K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC28$2.41K<0.01%13F-HRTimeline
Financial Management Professionals, Inc.27$2.4K<0.01%013F-HRTimeline
Atala Financial Inc26$2.31K<0.01%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC26$2.26K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC24$2.23K<0.01%+1113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24$2.23K<0.01%+1113F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$2K<0.01%-1213F-HRTimelineGroup
GHP Investment Advisors, Inc.22$1.95K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC18$1.6K<0.01%13F-HRTimeline
PITTENGER & ANDERSON INC17$1.51K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.17$1.51K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC17$1.51K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.15$1.36K0.12%-15,34313F-HRTimeline
Kiker Wealth Management, LLC14$1.24K<0.01%13F-HRTimeline
GoalVest Advisory LLC11$977<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.9$799<0.01%13F-HRTimeline
Bullock Wealth Management Group8$710<0.01%013F-HRTimeline
Creative Capital Management Investments…6$533<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4$365<0.01%new13F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP1$96<0.01%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1$93<0.01%13F-HRTimeline
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,218$108-103,24513F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.