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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 2025-03-31, 190,308,462 shares in all. 106 filers opened a position and 83 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
106
Added
414
Reduced
526
Sold out
83
Shares held by filers
190,308,462

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC386$36.2K0.01%+16913F-HRTimeline
JDM Financial Group LLC383$35.9K0.02%013F-HRTimeline
Missouri Trust & Investment Co373$34.9K0.01%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…364$34.1K<0.01%-6013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.362$33.9K0.04%-813F-HRTimeline
LRI Investments, LLC357$33.4K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC349$32.7K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC349$32.7K<0.01%-21613F-HRTimeline
Valued Wealth Advisors LLC340$31.8K0.02%013F-HRTimeline
Horrell Capital Management, Inc.340$31.8K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC334$31.3K0.02%+8713F-HRTimeline
Operose Advisors LLC331$31K0.01%013F-HRTimeline
Flaharty Asset Management, LLC325$30.4K<0.01%new13F-HRTimeline
Columbia River Financial Group, LLC327$30K0.02%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.315$29.5K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC312$29.2K<0.01%013F-HRTimeline
PSI Advisors, LLC307$28.8K0.01%-6,06613F-HRTimeline
ROSS\JOHNSON & Associates LLC304$28.5K0.49%new13F-HRTimeline
VSM Wealth Advisory, LLC303$28.4K0.01%013F-HRTimeline
MCF Advisors LLC302$28.3K<0.01%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD297$27.8K<0.01%-92113F-HR/ATimelineGroup
McIlrath & Eck, LLC274$25.7K<0.01%013F-HRTimeline
Compass Wealth Management LLC273$25.6K0.01%+12313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/258$24.2K0.01%013F-HRTimelineGroup
Fairman Group, LLC265$23.5K0.02%013F-HRTimeline
Kings Path Partners LLC228$21.4K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC225$21.1K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC220$20.6K0.01%013F-HRTimeline
Kozak & Associates, Inc.223$20.3K0.01%013F-HRTimeline
SITTNER & NELSON, LLC216$20.2K0.01%013F-HRTimeline
Keener Financial Planning LLC224$20K0.01%013F-HRTimeline
HOWE & RUSLING INC213$19.9K<0.01%-8813F-HRTimeline
Bogart Wealth, LLC203$19K<0.01%+5113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC188$17.6K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…184$17.2K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp184$17.2K0.02%013F-HRTimeline
Heritage Wealth Advisors180$16.9K<0.01%-36413F-HRTimeline
Asset Management One Co., Ltd.173$16.2K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC172$16.1K<0.01%013F-HR/ATimeline
Crewe Advisors LLC171$16K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co170$15.9K0.01%013F-HRTimeline
Copia Wealth Management163$15.3K0.01%013F-HRTimeline
NFSG Corp155$14.6K<0.01%-8413F-HRTimeline
Synergy Investment Management, LLC153$14.3K0.01%-57813F-HRTimeline
Avion Wealth161$14K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.145$13.6K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC143$13.4K<0.01%013F-HRTimeline
Global Financial Private Client, LLC142$13.3K0.01%013F-HRTimeline
New Millennium Group LLC137$12.8K0.01%013F-HRTimeline
Collier Financial136$12.7K0.01%013F-HRTimeline
Cornerstone Planning Group LLC130$11.7K<0.01%+4913F-HRTimeline
Binnacle Investments Inc116$10.9K0.01%13F-HRTimeline
Rossby Financial, LCC104$9.44K<0.01%new13F-HRTimeline
Quent Capital, LLC89$8.33K<0.01%-54313F-HRTimeline
AllSquare Wealth Management LLC83$7.77K<0.01%-513F-HRTimeline
CITY HOLDING CO81$7.58K<0.01%new13F-HRTimeline
Brooklyn Investment Group74$6.93K<0.01%013F-HRTimeline
CGC Financial Services, LLC68$6.37K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.66$6.17K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC64$5.99K<0.01%013F-HRTimeline
Hemington Wealth Management56$5K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC51$4.78K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC45$4.03K<0.01%013F-HRTimeline
Investors Research Corp41$3.84K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division40$3.75K<0.01%-31813F-HRTimeline
Raleigh Capital Management Inc.38$3.6K<0.01%013F-HRTimeline
MOTCO38$3.56K<0.01%013F-HRTimeline
COUNTRY TRUST BANK36$3.37K<0.01%-313F-HR/ATimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…34$3.18K<0.01%new13F-HR/ATimelineGroup
1620 INVESTMENT ADVISORS, INC.30$2.81K<0.01%new13F-HRTimeline
ORG Partners LLC28$2.66K<0.01%-34,94013F-HRTimeline
Financial Management Professionals, Inc.27$2.53K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.27$2.53K<0.01%+1013F-HRTimeline
Atala Financial Inc26$2.44K<0.01%013F-HRTimeline
DT Investment Partners, LLC25$2.36K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24$2.25K<0.01%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC22$2.1K<0.01%-4313F-HRTimeline
N.E.W. Advisory Services LLC22$2.06K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$2K<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC21$1.97K<0.01%new13F-HRTimeline
SWAN Capital LLC19$1.78K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC17$1.59K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC17$1.59K<0.01%013F-HRTimeline
Robinswood Financial LLC16$1.5K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC14$1.31K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.11$1.03K<0.01%new13F-HRTimeline
Creative Capital Management Investments…6$562<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…5$468<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-29,91013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$48.4K-54413F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.