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Disclosery

USMV ISHARES TR

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SHS (fund)

1,293 managers (1,307 13F filers) reported a position in USMV shares at 2025-09-30, 179,751,376 shares in all. 76 filers opened a position and 68 filers sold out during the quarter.

Managers
1,293
13F filers
1,307
New
76
Added
408
Reduced
554
Sold out
68
Shares held by filers
179,751,376

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Beaird Harris Wealth Management, LLC373$35.5K<0.01%+2413F-HRTimeline
Missouri Trust & Investment Co373$35.5K0.01%013F-HRTimeline
EASTERN BANK366$34.8K<0.01%-21113F-HRTimeline
Grey Fox Wealth Advisors, LLC365$34.8K0.01%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…359$34.1K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC348$33.1K<0.01%-16713F-HRTimeline
Horrell Capital Management, Inc.340$32.3K0.01%013F-HRTimeline
Valued Wealth Advisors LLC340$32.3K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC334$31.8K0.02%013F-HRTimeline
Operose Advisors LLC331$31.5K0.01%013F-HRTimeline
LRI Investments, LLC324$30.8K<0.01%-1413F-HRTimeline
MANNING & NAPIER ADVISORS LLC318$30.3K<0.01%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.315$30K0.01%013F-HRTimeline
MCF Advisors LLC312$29.7K<0.01%+913F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC310$29.5K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC309$29.4K<0.01%+1113F-HRTimeline
VSM Wealth Advisory, LLC303$28.8K0.01%013F-HRTimeline
Avion Wealth304$28K0.01%013F-HRTimeline
Center for Financial Planning, Inc.293$27.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.284$27K0.01%-56513F-HRTimeline
McIlrath & Eck, LLC274$26.1K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/258$24.5K0.01%013F-HRTimelineGroup
Rice Partnership, LLC243$23.1K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.232$22.1K0.01%+7113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC225$21.4K<0.01%013F-HRTimeline
Keener Financial Planning LLC224$21K0.01%013F-HRTimeline
Kozak & Associates, Inc.223$20.9K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC217$20.6K<0.01%-16913F-HRTimeline
SITTNER & NELSON, LLC216$20.6K0.01%013F-HRTimeline
Bogart Wealth, LLC203$19.3K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.189$18K0.02%-15613F-HRTimeline
Caitlin John, LLC189$18K0.01%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC188$17.9K0.01%-3213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…184$17.5K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp184$17.5K0.01%013F-HRTimeline
Heritage Wealth Advisors180$17.1K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC172$16.4K<0.01%013F-HR/ATimeline
Crewe Advisors LLC171$16.2K<0.01%013F-HRTimeline
JPL Wealth Management, LLC164$15.6K<0.01%new13F-HRTimeline
Family Legacy Financial Solutions, LLC164$15.6K0.01%new13F-HRTimeline
Copia Wealth Management163$15.5K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC159$15.1K<0.01%+12413F-HRTimeline
NFSG Corp156$14.8K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …152$14.5K<0.01%13F-HRTimelineGroup
IMA Advisory Services, Inc.149$14.2K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.145$13.8K0.01%013F-HRTimeline
Alexis Investment Partners, LLC142$13.5K0.01%new13F-HRTimeline
New Millennium Group LLC137$13K0.01%013F-HRTimeline
RMG Wealth Management LLC132$12.5K<0.01%013F-HRTimeline
Binnacle Investments Inc122$11.6K0.01%+1313F-HRTimeline
Wealth Watch Advisors, INC112$10.7K<0.01%new13F-HRTimeline
Rossby Financial, LCC104$9.88K<0.01%013F-HRTimeline
Quent Capital, LLC90$8.52K<0.01%new13F-HRTimeline
Collier Financial89$8.48K0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…85$8.09K<0.01%new13F-HRTimelineGroup
AllSquare Wealth Management LLC83$7.9K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…82$7.8K0.02%-3,03613F-HRTimeline
CITY HOLDING CO81$7.71K<0.01%013F-HRTimeline
GODSEY & GIBB, INC80$7.61K<0.01%-10013F-HRTimeline
CGC Financial Services, LLC68$6.47K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.66$6.32K<0.01%013F-HRTimeline
Abound Wealth Management62$5.9K<0.01%013F-HRTimeline
Hemington Wealth Management56$5K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC51$4.85K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.47$4.47K<0.01%new13F-HRTimeline
Goodman Advisory Group, LLC47$4.47K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC45$4.33K<0.01%013F-HRTimeline
Financial Life Planners43$4.11K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division40$3.81K<0.01%013F-HRTimeline
MOTCO38$3.62K<0.01%013F-HRTimeline
COUNTRY TRUST BANK36$3.42K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…36$3.42K<0.01%-813F-HR/ATimelineGroup
Cape Investment Advisory, Inc.36$3.42K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.30$2.85K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC30$2.85K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24$2.28K<0.01%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC22$2.13K<0.01%013F-HRTimeline
Tripletail Wealth Management, LLC21$2K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC17$1.62K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC17$1.62K<0.01%013F-HRTimeline
Park Square Financial Group, LLC16$1.52K0.01%-213F-HRTimeline
Robinswood Financial LLC16$1.52K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$1.08K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC11$1.05K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9$856<0.01%new13F-HRTimelineGroup
Kings Path Partners LLC9$856<0.01%-21913F-HRTimeline
Creative Capital Management Investments…6$571<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…5$475<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.5$475<0.01%new13F-HRTimeline
HighMark Wealth Management LLC3$245<0.01%new13F-HRTimeline
ORG Partners LLC0$54<0.01%-2813F-HRTimelineAmount filed as zero, left out of ratios.
Scarborough Advisors, LLC742$00%013F-HRTimelineValue filed as zero, left out of ratios.
Cloud Capital Management, LLC5$00%new13F-HRTimelineValue filed as zero, left out of ratios.