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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 2025-06-30, 180,894,166 shares in all. 72 filers opened a position and 74 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
72
Added
450
Reduced
527
Sold out
74
Shares held by filers
180,894,166

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
JDM Financial Group LLC383$36K0.02%013F-HRTimeline
Missouri Trust & Investment Co373$35K0.01%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…359$33.7K<0.01%-513F-HRTimelineGroup
Beaird Harris Wealth Management, LLC349$32.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.345$32.4K0.03%-1713F-HRTimeline
Horrell Capital Management, Inc.340$31.9K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC340$31.9K0.01%-32213F-HRTimeline
Valued Wealth Advisors LLC340$31.9K0.02%013F-HRTimeline
LRI Investments, LLC338$31.7K<0.01%-1913F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC334$31.4K0.02%013F-HRTimeline
Operose Advisors LLC331$31.1K0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.315$29.6K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC310$29.1K0.02%13F-HRTimeline
MCF Advisors LLC303$28.5K<0.01%+113F-HRTimeline
VSM Wealth Advisory, LLC303$28.4K0.01%013F-HRTimeline
Avion Wealth304$28K0.01%+14313F-HR/ATimeline
Plante Moran Financial Advisors, LLC298$28K<0.01%-5113F-HRTimeline
Center for Financial Planning, Inc.293$27.5K<0.01%-13813F-HRTimeline
McIlrath & Eck, LLC274$25.7K<0.01%013F-HRTimeline
Fairman Group, LLC265$24.9K0.02%013F-HRTimeline
Park Place Capital Corp258$24.3K0.01%-12,54713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/258$24.2K0.01%013F-HR/ATimelineGroup
Rice Partnership, LLC243$22.8K<0.01%new13F-HRTimeline
Kings Path Partners LLC228$21.4K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC225$21.1K<0.01%013F-HRTimeline
Keener Financial Planning LLC224$21K0.01%013F-HRTimeline
Kozak & Associates, Inc.223$20.9K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC220$20.7K0.01%013F-HRTimeline
SITTNER & NELSON, LLC216$20.3K0.01%013F-HRTimeline
Capital A Wealth Management, LLC254$19.8K0.22%-56613F-HRTimeline
Bogart Wealth, LLC203$19.1K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC188$17.6K<0.01%013F-HRTimeline
Brooklyn Investment Group184$17.3K<0.01%+11013F-HR/ATimeline
Ritter Daniher Financial Advisory LLC /…184$17.3K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp184$17K0.01%013F-HRTimeline
GODSEY & GIBB, INC180$16.9K<0.01%-23013F-HRTimeline
Heritage Wealth Advisors180$16.9K<0.01%013F-HRTimeline
Headlands Technologies LLC175$16.4K<0.01%-21913F-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$16K0.01%013F-HRTimeline
Copia Wealth Management163$15.3K0.01%013F-HRTimeline
Raleigh Capital Management Inc.161$15.1K0.01%+12313F-HRTimeline
NFSG Corp156$14.6K<0.01%+113F-HRTimeline
IMA Advisory Services, Inc.149$14K<0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.145$13.6K0.01%013F-HRTimeline
New Millennium Group LLC137$12.9K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/131$12.3K<0.01%new13F-HRTimeline
RMG Wealth Management LLC132$12.3K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC130$12K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…111$10.4K0.01%new13F-HRTimeline
Binnacle Investments Inc109$10.2K0.01%-713F-HRTimeline
Rossby Financial, LCC104$9.76K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC83$7.79K<0.01%013F-HRTimeline
CITY HOLDING CO81$7.6K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC73$6.85K0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC69$6.42K<0.01%new13F-HRTimeline
CGC Financial Services, LLC68$6.38K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.66$6.21K<0.01%013F-HRTimeline
Abound Wealth Management62$5.82K<0.01%new13F-HRTimeline
Hemington Wealth Management56$5K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC51$4.81K<0.01%-4,75913F-HRTimelineGroup
Provenance Wealth Advisors, LLC51$4.79K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC45$4.27K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…44$4.13K<0.01%+1013F-HR/ATimelineGroup
Central Pacific Bank - Trust Division40$3.75K<0.01%013F-HRTimeline
MOTCO38$3.52K<0.01%013F-HRTimeline
COUNTRY TRUST BANK36$3.38K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.36$3.38K<0.01%+913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC35$3.29K<0.01%-10813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.30$2.82K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC30$2.81K<0.01%new13F-HRTimeline
ORG Partners LLC28$2.69K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.27$2.53K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC24$2.25K<0.01%13F-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%013F-HRTimeline
Park Square Financial Group, LLC18$1.69K<0.01%-43213F-HRTimeline
PITTENGER & ANDERSON INC17$1.6K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC17$1.6K<0.01%013F-HRTimeline
Robinswood Financial LLC16$1.5K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$1.07K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.11$1.03K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC11$1.03K<0.01%-1113F-HRTimeline
Creative Capital Management Investments…6$563<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…5$469<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1$102<0.01%13F-HRTimeline
Scarborough Advisors, LLC742$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Briaud Financial Planning Inc2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.