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Disclosery

USMV ISHARES TR

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SHS (fund)

1,364 managers (1,379 13F filers) reported a position in USMV shares at 2025-12-31, 178,882,147 shares in all. 79 filers opened a position and 83 filers sold out during the quarter.

Managers
1,364
13F filers
1,379
New
79
Added
426
Reduced
540
Sold out
83
Shares held by filers
178,882,147

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Parkside Financial Bank & Trust1,399$132K0.01%013F-HRTimeline
Bangor Savings Bank1,397$132K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,365$129K0.01%-2013F-HRTimeline
Stephens Consulting, LLC1,348$127K0.04%013F-HRTimeline
Washington Trust Advisors, Inc.1,300$122K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,293$121K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,265$119K0.01%013F-HRTimeline
Root Financial Partners, LLC1,197$113K0.01%-2213F-HRTimeline
American Capital Advisory, LLC1,127$106K0.05%+17813F-HRTimeline
JNBA Financial Advisors1,082$102K0.01%013F-HRTimeline
First Pacific Financial1,078$101K0.01%+513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,051$99K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,033$97.3K0.01%+81613F-HRTimeline
Dunhill Financial, LLC1,032$97.2K0.02%-5013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,012$95.3K<0.01%-3613F-HRTimelineGroup
Manchester Capital Management LLC1,011$95.2K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,009$95K0.03%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.998$94K<0.01%+30813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MCF Advisors LLC993$93.5K0.01%+68113F-HRTimeline
Merited Wealth, LLC949$89.4K0.08%13F-HRTimeline
Estate Planners Group, LLC931$87.7K0.04%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp895$84.3K<0.01%-2513F-HRTimelineGroup
Private Wealth Asset Management, LLC885$83.3K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.883$83.1K0.08%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.839$79K0.02%-17513F-HRTimeline
Corsicana & Co.835$78.6K0.04%013F-HRTimeline
Jackson Hole Capital Partners, LLC834$78.5K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST821$77.3K0.01%013F-HRTimeline
Family Capital Trust Co820$77.2K0.03%-67,11113F-HRTimeline
Pinnacle Bancorp, Inc.805$75.8K0.02%new13F-HRTimeline
Bullock Wealth Management Group785$73.9K0.04%013F-HRTimeline
DUNCKER STREETT & CO INC767$72.2K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB748$70.4K<0.01%-22513F-HRTimeline
CrossGen Wealth, LLC746$70.2K0.06%13F-HRTimeline
Westfuller Advisors, LLC740$69.7K0.03%+313F-HRTimeline
UNION SAVINGS BANK740$69.7K0.03%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC728$68.5K0.01%-80013F-HRTimelineGroup
Avion Wealth726$68K0.01%+42213F-HRTimeline
Orion Capital Management LLC700$65.9K0.02%013F-HRTimeline
Tidemark, LLC680$64K0.02%013F-HRTimeline
Strategic Wealth Advisors LLC670$63K0.05%13F-HRTimeline
Aventura Private Wealth, LLC664$62.5K0.02%013F-HRTimeline
OPTIMA CAPITAL LLC641$60.4K0.03%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…631$59.5K0.04%+113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department630$59.3K0.02%013F-HRTimelineGroup
Laurel Wealth Advisors LLC615$57.9K0.01%new13F-HRTimeline
Hyposwiss Advisors SA600$56.5K0.06%13F-HRTimeline
ESL Trust Services, LLC595$56K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC565$53.2K0.05%-59313F-HRTimeline
CURIO WEALTH, LLC545$51.8K0.02%013F-HRTimeline
YANKCOM Partnership541$50.9K0.02%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.529$49.8K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.512$48.2K<0.01%+213F-HRTimeline
Plante Moran Financial Advisors, LLC506$47.6K<0.01%+19713F-HRTimeline
SIMPLEX TRADING, LLC502$47.3K<0.01%-2,46113F-HRTimeline
Measured Wealth Private Client Group, L…501$47.2K0.01%new13F-HRTimeline
Triumph Capital Management500$47.1K0.01%new13F-HRTimeline
Compass Financial Services Inc491$46.3K0.02%+213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC491$46.2K<0.01%013F-HRTimeline
Signature Equity Partners, LLC472$44.4K0.02%13F-HRTimeline
CNB Bank471$44.3K0.02%013F-HRTimeline
BOK Financial Private Wealth, Inc.450$42.4K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC438$41K0.01%013F-HRTimeline
Luken Investment Analytics, LLC425$40K0.02%013F-HRTimeline
Atomic Invest LLC421$40K0.02%13F-HRTimeline
BFSG, LLC423$39.8K<0.01%013F-HRTimeline
Crews Bank & Trust420$39.5K0.01%013F-HRTimeline
Blue Trust, Inc.401$37.8K<0.01%+113F-HRTimeline
HOWE & RUSLING INC389$36.6K<0.01%+4113F-HRTimeline
Global Wealth Strategies & Associates388$36.5K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC385$36.3K0.02%+7513F-HRTimeline
JDM Financial Group LLC383$36.1K0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC374$35.3K0.03%13F-HRTimeline
Missouri Trust & Investment Co373$35.1K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC373$35.1K<0.01%013F-HRTimeline
Newton One Investments LLC368$34.7K0.01%-23813F-HRTimeline
Commonwealth Retirement Investments LLC360$33.9K0.01%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…359$33.8K<0.01%013F-HRTimelineGroup
Eagle Bay Advisors LLC347$32.7K0.02%new13F-HRTimeline
Garton & Associates Financial Advisors …345$32.5K0.02%13F-HRTimeline
Valued Wealth Advisors LLC340$32K0.01%013F-HRTimeline
Horrell Capital Management, Inc.340$32K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC334$31.4K0.01%013F-HRTimeline
Abound Wealth Management333$31.4K0.01%+27113F-HRTimeline
Operose Advisors LLC331$31.2K0.01%013F-HRTimeline
Ankerstar Wealth, LLC325$30.6K0.03%13F-HRTimeline
MANNING & NAPIER ADVISORS LLC318$29.9K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC306$28.9K0.01%new13F-HRTimeline
FIRST HORIZON CORP305$28.7K<0.01%-49213F-HRTimeline
VSM Wealth Advisory, LLC303$28.5K0.01%013F-HRTimeline
Center for Financial Planning, Inc.293$27.6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC274$25.8K<0.01%013F-HRTimeline
Investors Research Corp271$25.5K<0.01%new13F-HRTimeline
Frankly Finances, LLC262$24.7K0.02%13F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/258$24.3K0.01%013F-HRTimelineGroup
LRI Investments, LLC257$24.2K<0.01%-6713F-HRTimeline
Key Capital Management, INC245$23.1K0.02%13F-HRTimeline
Bogart Wealth, LLC235$22.1K<0.01%+3213F-HRTimeline
Fairway Wealth LLC229$21.6K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…227$21.4K0.01%+20313F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC225$21.2K<0.01%013F-HRTimeline
Nemes Rush Group LLC225$21.2K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.223$21.1K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC216$20.7K0.01%013F-HRTimeline
Raleigh Capital Management Inc.214$20.2K0.01%-1813F-HRTimeline
GPS Wealth Strategies Group, LLC196$18.4K0.02%-34,95813F-HRTimeline
Caitlin John, LLC189$17.8K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC188$17.7K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp184$17.3K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.181$17.1K0.02%-813F-HRTimeline
Heritage Wealth Advisors180$16.9K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC176$16.5K0.01%13F-HRTimeline
Prestige Wealth Management Group LLC172$16.2K<0.01%013F-HRTimeline
Crewe Advisors LLC171$16.1K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.170$16K0.01%13F-HRTimeline
Copia Wealth Management163$15.3K0.01%013F-HRTimeline
NFSG Corp156$14.7K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.149$14K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.148$13.9K<0.01%+11213F-HRTimeline
Wealth Watch Advisors, INC144$13.6K0.01%+3213F-HRTimeline
AMERIFLEX GROUP, INC.142$13.4K0.01%-14213F-HRTimeline
Alexis Investment Partners, LLC142$13.4K<0.01%013F-HRTimeline
New Millennium Group LLC137$12.9K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …126$11.9K<0.01%-2613F-HRTimelineGroup
OBSIDIAN CIO, LLC122$11.5K0.02%-5,45413F-HRTimeline
Garner Asset Management Corp120$11.3K<0.01%new13F-HRTimeline
Quent Capital, LLC117$11K<0.01%+2713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…106$9.98K<0.01%-7813F-HRTimeline
Security National Bank100$9.42K<0.01%new13F-HRTimeline
Collier Financial89$8.39K0.01%013F-HRTimeline
MidFirst Bank87$8.19K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…85$8K<0.01%013F-HRTimelineGroup
IFC & Insurance Marketing, Inc.90$8K0.01%13F-HRTimeline
CITY HOLDING CO81$7.63K<0.01%013F-HRTimeline
CGC Financial Services, LLC68$6.4K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC67$6.31K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.67$6.28K<0.01%+113F-HRTimeline
EASTERN BANK66$6.21K<0.01%-30013F-HRTimeline
Strive Financial Group ,LLC57$5.37K<0.01%13F-HR/ATimeline
Provenance Wealth Advisors, LLC51$4.8K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC47$4.42K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC45$4.3K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…45$4.24K<0.01%+913F-HRTimelineGroup
NorthAvenue LLC41$3.91K<0.01%13F-HRTimeline
Central Pacific Bank - Trust Division40$3.77K<0.01%013F-HRTimeline
MOTCO38$3.58K<0.01%013F-HRTimeline
COUNTRY TRUST BANK36$3.39K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC35$3.3K<0.01%-12413F-HRTimeline
ATWOOD & PALMER INC31$2.92K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.30$2.83K<0.01%013F-HRTimeline
Planning Project LLC29$2.73K<0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC22$2.11K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC21$1.98K<0.01%13F-HRTimeline
PITTENGER & ANDERSON INC17$1.6K<0.01%013F-HRTimeline
Park Square Financial Group, LLC18$1.6K0.01%+213F-HRTimeline
Robinswood Financial LLC16$1.51K<0.01%013F-HRTimeline
Networth Advisors, LLC13$1.22K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11$1.07K<0.01%-113F-HRTimelineGroup
N.E.W. Advisory Services LLC11$1.04K<0.01%013F-HRTimeline
NVWM, LLC8$753<0.01%new13F-HRTimeline
Creative Capital Management Investments…6$565<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.5$471<0.01%013F-HRTimeline
Timmons Wealth Management, LLC0$34<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Scarborough Advisors, LLC742$00%013F-HRTimelineValue filed as zero, left out of ratios.