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Disclosery

USMV ISHARES TR

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SHS (fund)

1,354 managers (1,371 13F filers) reported a position in USMV shares at 2026-03-31, 172,870,802 shares in all. 92 filers opened a position and 93 filers sold out during the quarter.

Managers
1,354
13F filers
1,371
New
92
Added
417
Reduced
576
Sold out
93
Shares held by filers
172,870,802

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Private Wealth Asset Management, LLC885$82.1K0.01%013F-HRTimeline
Corsicana & Co.835$78.2K0.05%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.839$77.8K0.02%013F-HRTimeline
Jackson Hole Capital Partners, LLC834$77.3K0.01%013F-HRTimeline
Main Street Group, LTD826$76.6K0.02%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST821$76.1K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.805$74.7K0.02%013F-HRTimeline
Birchwood Financial Partners, Inc.799$74.1K0.07%-8413F-HRTimeline
Bullock Wealth Management Group785$72.7K0.04%013F-HRTimeline
DUNCKER STREETT & CO INC767$71.1K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.749$69.5K0.02%-1,18813F-HRTimeline
Kingdom Financial Group LLC.749$69.5K0.02%-1,65913F-HRTimeline
Westfuller Advisors, LLC744$69K0.03%+413F-HRTimeline
UNION SAVINGS BANK740$68.6K0.03%013F-HRTimeline
Avion Wealth726$67K0.01%013F-HRTimeline
Orion Capital Management LLC700$64.9K0.02%013F-HRTimeline
Tidemark, LLC680$63.1K0.02%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC678$62.9K0.01%-5013F-HRTimelineGroup
Aventura Private Wealth, LLC664$61.6K0.02%013F-HRTimeline
TopTier Wealth Management, LLC642$59.5K0.04%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…633$58.8K0.04%+213F-HRTimeline
Minot DeBlois Advisors LLC608$56.4K0.05%+4313F-HRTimeline
Princeton Global Asset Management LLC600$55.6K0.01%-10,80013F-HRTimeline
Hyposwiss Advisors SA600$55.6K0.05%013F-HRTimeline
ESL Trust Services, LLC595$55.2K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department592$54.9K0.01%-3813F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC585$54.3K0.04%+20013F-HRTimeline
Strategic Wealth Advisors LLC575$53K0.04%-9513F-HRTimeline
Atomic Invest LLC560$51.4K0.02%+13913F-HRTimeline
CURIO WEALTH, LLC545$50.5K0.02%013F-HRTimeline
YANKCOM Partnership541$50.2K0.02%013F-HRTimeline
EPG Wealth Management LLC539$50K0.01%new13F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC539$50K0.04%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.529$49.1K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.514$47.7K<0.01%+213F-HRTimeline
Measured Wealth Private Client Group, L…501$46.5K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC500$46.4K0.07%new13F-HRTimeline
Triumph Capital Management500$46.4K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC498$46.2K0.01%+19513F-HRTimeline
MassMutual Private Wealth & Trust, FSB480$44.5K<0.01%-26813F-HRTimeline
CNB Bank471$43.7K0.02%013F-HRTimeline
Merkkuri Wealth Advisors LLC451$41.8K0.03%new13F-HRTimeline
BOK Financial Private Wealth, Inc.450$41.7K<0.01%013F-HRTimeline
JDM Financial Group LLC435$40.3K0.02%+5213F-HRTimeline
Luken Investment Analytics, LLC425$39.4K0.02%013F-HRTimeline
Crews Bank & Trust420$39K0.01%013F-HRTimeline
Blue Trust, Inc.400$37.1K<0.01%-113F-HRTimeline
Napier Financial, LLC390$36.2K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates388$36K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC373$34.6K<0.01%013F-HRTimeline
Missouri Trust & Investment Co373$34.6K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC361$33.5K<0.01%-14113F-HRTimeline
BFSG, LLC353$32.7K<0.01%-7013F-HRTimeline
CrossGen Wealth, LLC350$32.5K0.03%-39613F-HRTimeline
ENTRUST FINANCIAL LLC346$32.1K0.02%-2813F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC334$31.6K0.02%013F-HRTimeline
Horrell Capital Management, Inc.340$31.5K0.01%013F-HRTimeline
Valued Wealth Advisors LLC340$31.5K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC334$31K<0.01%-17213F-HRTimeline
Abound Wealth Management333$30.9K0.01%013F-HRTimeline
Operose Advisors LLC331$30.7K0.01%013F-HRTimeline
Newton One Investments LLC329$30.5K0.01%-3913F-HRTimeline
Ankerstar Wealth, LLC325$30.1K0.03%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC318$29.5K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC307$28.4K0.01%+113F-HRTimeline
McIlrath & Eck, LLC274$25.4K<0.01%013F-HRTimeline
Boreal Capital Management LLC265$24.6K0.02%-4,91213F-HRTimeline
Frankly Finances, LLC262$24.3K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/258$23.9K0.01%013F-HRTimelineGroup
LRI Investments, LLC246$22.8K<0.01%-1113F-HRTimeline
Nova Wealth Management, Inc.245$22.7K0.01%new13F-HRTimeline
Bogart Wealth, LLC235$21.8K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.220$21.2K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC225$20.9K<0.01%013F-HRTimeline
Kozak & Associates, Inc.223$20.9K<0.01%013F-HRTimeline
Security National Bank221$20.5K<0.01%+12113F-HRTimeline
Nemes Rush Group LLC221$20.5K<0.01%-413F-HRTimeline
FINANCIAL CONSULATE, INC220$20.4K<0.01%+15313F-HRTimeline
Signature Equity Partners, LLC217$20.2K0.01%-25513F-HRTimeline
SITTNER & NELSON, LLC216$20K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…215$19.9K0.01%-1213F-HRTimelineGroup
SOUTHERN MICHIGAN BANK & TRUST215$19.9K0.01%13F-HRTimeline
HOWE & RUSLING INC213$19.8K<0.01%-17613F-HRTimeline
Caitlin John, LLC189$17.5K0.01%013F-HRTimeline
Investors Research Corp186$17.2K<0.01%-8513F-HRTimeline
Murphy & Mullick Capital Management Corp184$17.1K0.01%013F-HRTimeline
Heritage Wealth Advisors180$16.7K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC176$16.4K0.01%013F-HRTimeline
FIRST HORIZON CORP175$16.2K<0.01%-13013F-HRTimeline
True Link Financial Advisors, LLC172$16K<0.01%new13F-HR/ATimeline
Prestige Wealth Management Group LLC172$16K<0.01%013F-HRTimeline
Crewe Advisors LLC171$15.8K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.170$15.8K0.01%013F-HRTimeline
JPL Wealth Management, LLC164$15.2K<0.01%new13F-HR/ATimeline
Copia Wealth Management163$15.1K0.01%013F-HRTimeline
OBSIDIAN CIO, LLC162$15K0.01%+4013F-HRTimeline
Raleigh Capital Management Inc.160$14.8K0.01%-5413F-HRTimeline
NFSG Corp156$14.5K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.149$13.8K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC142$13.2K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.142$13.2K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …124$11.5K<0.01%-213F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.117$10.9K0.01%-6413F-HRTimeline
Decker Retirement Planning Inc.117$10.9K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…106$9.83K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC106$9.83K<0.01%-8213F-HRTimeline
Key Capital Management, INC106$9.83K0.01%-13913F-HRTimeline
Collier Financial89$8.27K0.01%013F-HRTimeline
MidFirst Bank87$8.07K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC91$8K<0.01%-34713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…85$7.88K<0.01%013F-HRTimelineGroup
CITY HOLDING CO81$7.51K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co70$6.49K<0.01%new13F-HRTimeline
CGC Financial Services, LLC68$6.31K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC67$6.21K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.67$6.21K<0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC66$6.12K0.01%13F-HRTimeline
Portfolio Resources Advisor Group, Inc.62$5.75K0.01%new13F-HRTimeline
RETIREMITTEN FINANCIAL LLC62$5.75K<0.01%13F-HRTimeline
Aviso Financial Inc.55$5.1K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC57$5K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…52$4.82K<0.01%+713F-HRTimelineGroup
Provenance Wealth Advisors, LLC51$4.73K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC45$4.24K<0.01%013F-HRTimeline
Financial Life Planners44$4.04K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC43$3.99K<0.01%-413F-HRTimeline
Truvestments Capital LLC42$3.9K<0.01%new13F-HRTimeline
NorthAvenue LLC42$3.86K<0.01%+113F-HRTimeline
PlanVest Financial, Inc41$3.81K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…40$3.75K<0.01%+2913F-HRTimelineGroup
Central Pacific Bank - Trust Division40$3.71K<0.01%013F-HRTimeline
MOTCO38$3.52K<0.01%013F-HRTimeline
COUNTRY TRUST BANK36$3.34K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC35$3.25K<0.01%013F-HRTimeline
Costello Asset Management, INC34$3.15K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.30$2.78K<0.01%013F-HRTimeline
Quent Capital, LLC26$2.44K<0.01%-9113F-HRTimeline
EASTERN BANK25$2.32K<0.01%-4113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC22$2.08K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC21$1.95K<0.01%013F-HRTimeline
Burk Holdings LLC20$1.85K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC17$1.58K<0.01%013F-HRTimeline
Quantbot Technologies LP17$1.58K<0.01%new13F-HRTimeline
Robinswood Financial LLC16$1.48K<0.01%013F-HR/ATimeline
Networth Advisors, LLC13$1.21K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC11$1.02K<0.01%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…10$927<0.01%-34913F-HRTimelineGroup
Creative Capital Management Investments…6$556<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.5$464<0.01%-1,39913F-HRTimelineGroup
HM PAYSON & CO5$464<0.01%new13F-HRTimeline
Rachor Investment Advisory Services, LLC3$280<0.01%new13F-HRTimeline
Magnolia Wealth Management, LLC3$278<0.01%new13F-HRTimeline
Timmons Wealth Management, LLC0$33<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Scarborough Advisors, LLC742$00%013F-HRTimelineValue filed as zero, left out of ratios.